Issue prior year checks after updating taxes in Payroll

When you print checks for a closed year after updating taxes, the checks calculate with the new year's rates and limits. If you need to print a check with the prior year rates and limits, you have to use a workaround. Restore last year's taxes, manually change the check amounts before you print it, and then recalculate subject-to.

Important

• Read and review all instructions before beginning this process
• Work with a tax consultant to determine which pays, taxes, deductions, and fringes to include on the check
• Use this solution to print checks for a closed payroll year and you've updated taxes

Issue a check for a prior year

1. Verify that you have a current backup of your data folder.
2. Note down the location of your Tax file in File, Company Settings, File Locations, and PR Tax.
3. Restore your prior year tax file. Use option A to restore your tax file from a backup.
4. Use Enter Checks to enter the check for last year. You’ll receive warning messages while recording checks to the prior year, press Ok or Yes to continue.
   1. Enter and process the check.
   2. Change any pay, tax, deduction, or fringe amounts as needed.
   3. Process the check, and then click Check Info and verify the totals.
   4. Click OK, Accept Check, then Finish.
5. Print the check with a Check Date in the previous year.
   
   NOTE:

   You’ll receive warning messages while recording checks to the prior year, press Ok or Yes to continue.

6. Post the check.
7. Recalculate subject-to for the prior year. To recalculate amounts for specific employees, use Ranges. For instructions on how to recalculate subject-to and use ranges for the prior year, select the link below.
8. Verify the appropriate employees' totals and print reports as necessary.
9. Restore your original tax file location in File, Company Settings, File Locations, PR Tax box. Important Note: If you skip this step, you’ll continue using the old tax rates for all checks.

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