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Best answer Wednesday
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Hey Ann,
You can set up a custom after-tax deduction by choosing Other deductions from the Deduction Type dropdown. I’ll walk you through it.
Since CalSavers is an after-tax Roth IRA and isn’t listed in the dropdown, here’s how you can add it manually:
- Go to the Accounting menu on the left, click Payroll, then Employees.
- Select the employee, then edit the Deductions and contributions section.
- Click + Add deduction/contribution.
- For the Deduction/contribution type, choose Other deductions.
- For Type, select Other after-tax deductions.
- Add a description like “CALSAV” or “CalSavers Roth IRA” so it shows clearly on the pay stub.
- Enter the amount or percentage based on the CalSavers plan and what the employee wants.
- Hit Save when you’re done.
If you have any other questions, just hit Reply. We're here to help!
Hey Ann,
You can set up a custom after-tax deduction by choosing Other deductions from the Deduction Type dropdown. I’ll walk you through it.
Since CalSavers is an after-tax Roth IRA and isn’t listed in the dropdown, here’s how you can add it manually:
- Go to the Accounting menu on the left, click Payroll, then Employees.
- Select the employee, then edit the Deductions and contributions section.
- Click + Add deduction/contribution.
- For the Deduction/contribution type, choose Other deductions.
- For Type, select Other after-tax deductions.
- Add a description like “CALSAV” or “CalSavers Roth IRA” so it shows clearly on the pay stub.
- Enter the amount or percentage based on the CalSavers plan and what the employee wants.
- Hit Save when you’re done.
If you have any other questions, just hit Reply. We're here to help!
