MA Paid Medical and Family Leave - Setup Instructions

Note: Starting with the 2022.0 release, Sage 50 Accounting will have support in the program to set up state PFL fields automatically. Existing companies will require some minor setup to take advantage of the new enhancements. See State Paid Family and Medical Leave (PFML) enhancements in Release 2022.0.

 

Employee setup

1. In the product, from the Maintain menu, select Payroll, Employee Defaults.
2. The Employee Defaults window appears. Click the Employee Fields tab.
3. In the next available/blank field, place your cursor in the Field Name field and type MAPFL.
4. Select a General Ledger Account to associate with the new deduction.
5. Place a mark in the checkbox under the Calc column.
6. Under the Formula column, place your cursor in the field. Click the magnifying glass and select MAPFL EE from the drop-down list.
7. Click the button under the Adjust column.
8. The Calculate Adjusted Gross window appears. On the left, place a mark in the checkbox under the Use column next to Gross.
9. Click the OK button.
10. Click OK again on the Employee Defaults window.

Employer setup

1. In the product, from the Maintain menu, select Payroll, Employee Defaults.
2. The Employee Defaults window appears. Click the Company Fields tab.
3. In the next available/blank field, place your cursor in the Field Name field and type MAPFLER.
4. Select a General Ledger Account to associate with the new deduction.
5. Place a mark in the checkbox under the Calc column.
6. Under the Formula column, place your cursor in the field, click the magnifying glass and select MAPFL ER from the drop-down list.
7. Click the button under the Adjust column.
8. The Calculate Adjusted Gross window appears. On the left, place a mark in the checkbox under the Use column next to Gross.
9. Click OK, which will return you to the Employee Defaults window. Then click OK again.
10. Go to Maintain, Payroll, Payroll Settings.
11. Click Taxes, Assign TaxFields, Employee-Paid State Taxes.
12. Under the Paid Family Leave section, select your PFML deduction. Then click OK and click Finish.

Employee record setup

For each Employee record in the company, follow the steps below.

1. From the Maintain menu, select Employees/Sales Reps.
2. Select the employee record and then click the Withholding Info tab.
3. Enter the combined PFL percentage rate of the Employee’s contribution in the Special 1 field under the Additional Withholding column.
   Note: Only two digits beyond the decimal point can be entered in this field. For instance, if the rate is 0.378, round up and enter 0.38.
4. If Section 2 was followed, proceed with Step 5. Otherwise, Save the current employee record and repeat Steps 1 through 3 for each additional Employee record in the company.
5. Enter the combined Medical & Family Leave percentage rate of the Employer’s contribution in the Special 2 field under the Additional Withholding column.
   Note: Only two digits beyond the decimal point can be entered in this field. For instance, if the rate is the minimum Employer share of 0.372, always round up to 0.38. Ensure that when you add both rate amounts in Special 1 and Special 2 that they don’t exceed 0.38 for those Employers with fewer than 25 employees and elect to optionally share in the contribution, and 0.75 for those Employers with more than 25 employees.
   Save the current employee record and repeat Steps 1 through 5 for each additional Employee record in the company.