How to update User-Maintained formulas

How to update User-Maintained formulas in Sage 50 Accounting.

There are two methods for updating user-maintained payroll tax formulas, Automatic Update and Manual Update. The Automatic Update can be initiated at the beginning of a payroll year in the Payroll Entry screen:

Automatic Update (recommended)

1. Select Tasks, then Payroll Entry.
2. Select an Employee ID.
3. Enter Date and Pay Period Ends date.
4. A formula update window should now appear.
   1. Select Update formulas now (recommended), and then click Continue.
   2. Make changes to the Limits and Rates of your User-Maintained formulas as needed, and then click OK.
   3. Verify the payroll fields calculate correctly.

   If Cancel had been previously selected, the Update window prompt will no longer open. 

   If the Window does not open, or if the Update information had been entered incorrectly, you can correct the User-Maintained payroll tax formulas manually.

Update Manually

See How do I manually update user-maintained formulas.