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Setting Up PR Deductions and Liabilities

PR Deductions/Liabilities creates standard and pre-tax deduction codes and employer liability codes. Numbering drives processing and print order; use separate ranges and leave gaps.

Before you start​

  • GL accounts, Liability Types, routines, and AP vendors exist as needed.
  • Know Calculation Category (Federal / State / Local / Insurance / Craft / Employee / Any) so codes land on the correct registration forms.
  • For garnishments using method N (Rate of Net), PR Garnishment Groups exist.

Steps​

  1. Open PR Deductions/Liabilities.
  2. Enter Code and Description.
  3. Choose Deduction or Liability. Liabilities need a Liability Type for the GL debit when expensed to PR/JC.
  4. Set Calculation Category and Federal Type when Category is Federal.
  5. Choose Method:
    • A Amount
    • D Rate/day
    • F Factored rate/hour
    • G Rate of gross
    • H Rate/hour
    • N Rate of net (garnishment disposable earnings via Garnishment Group)
    • S STE
    • DN based on selected deduction
    • V variable factored
    • R routine
  6. Enter Rate/Amount #1 (primary / resident) and Rate/Amount #2 (secondary / non-resident when needed for some state/city taxes). Enter rates as decimals when the method expects a rate.
  7. Set limits and calculation basis (earnings/deduction basis codes).
  8. Pre-tax: check Pre-Tax Deduction. For E-Employee, enable Pre-Tax Group and Catch up Deduction as required, then maintain limits on PR Pre-Tax Deduction Groups.
  9. Automatic AP update (Add'l Info): enable when Vista should create AP after pay-period close. Set Vendor, optional Separate AP txn per Employee (common for garnishments), Payable Type, and Frequency.
  10. Save. Register the code on the form that matches its Category (PR Federal Info, PR State Information, PR Local Codes, PR State Insurance Codes, Crafts/Classes, or PR Employee Dedns/Liabs).

Notes​

  • Category-to-form map: Federal, State, Local, Insurance, Craft, and Employee each belong on specific forms. Wrong-form assignments error during processing. Registering Any on multiple forms can duplicate calculations.
  • Honest partial: Trimble limits article was captcha-blocked mid-browse on 2026-09-09. Limit field behavior above follows the captured About Creating Deduction/Liability Codes notes; confirm limit labels in your build.
  • Related: PR Routines, PR Pre-Tax Deduction Groups, PR Garnishment Groups, Managing Employee Deductions and Liabilities.