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            Addendum to Sage Pro Documentation - (02/2/09)       
                   Sage Pro ERP 7.5
    (c) Copyright 2008 by Sage Software, All Rights Reserved.  
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Pro 7.5 PTR 89088 PR - Health Saving Account for Employee and/or Employer Contribution

The Paytype ‘HSA’ has been added to collect ‘HSA’ employer’s contribution amount.  
The Payclass of ‘HSA’.  The Payclass ‘HSA’ has FICA and FWT taxable type. 
Using this ‘HSA’ paytype under this Payclass, will withhold taxes for FWT and FICA 
when these taxes are assigned.   
This HSA Paytype will be included in boxes 1, 3 and 5 in W2 form.

The Paytype ‘HSAEXEMPT’ has been added to collect ‘HSA’ employer’s contribution amount.  
The Payclass of ‘HSAEXEMPT’.  The Payclass ‘HSAEXEMPT’ is tax exempt from 
FICA, FWT, SWT and LOCAL taxable types.  Using this ‘HSAEXEMPT’ paytype under this Payclass, 
will not withhold taxes for FWT, SWT, LOCAL and FICA even when these taxes are assigned.  
This HSAEXEMPT will not be included in boxes 1, 3 and 5 in W2 form. 

Some states like California is not exempt from employer’s HSA contribution and other states 
are exempted.  User can include SWTCA or state taxes can be control from ‘Pay Tax Code’ 
field from Pay Type Maintenance.  Create a new ‘HSA’ Tax code from Pay Tax Code Maintenance and 
select state withholding tax like SWTCA to be taxed for HSAEXEMPT paytype by selecting ‘HSA’ 
for Pay Tax Code field.  This is needed when user selects ‘HSAEXEMPT’ Paytype.

The deduction for ‘HSA’ has been added to collect ‘HSA’ employee’s contribution amount. 
It has Plan Type “Cafeteria Plan/HSA” and Deduction Tax Exempt Code of ‘E’ for cafeteria benefit.  
The Deduction ID with “Cafeteria Plan/HSA” will be exempt from tax for FWT and FICA 
even these taxes are assigned to the employees.

Pro will populate employee’s contribution amount in employee’s W2 screen in YTD HSA field 
when the check is printed.


This patch applies to Sage Pro 7.5 with Service Pack 1.

These instructions supplement and clarify the program documentation for Pro Series, Version 7.5.

To Install the Patch
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1. Log all users out of Pro Series and close the program. 
   
2. Create a full backup of the Sage Pro system before installing this patch.

3. Exit Sage Pro.

4. Extract the files in P89088_Pro75.exe to a Pro75 root directory (i.e. C:\PRO75).

5. Run p89088_update
   P89088_update updates the PRPTCLxx.DBF table in Your Sage Pro 200 ERP 
   installation to support HSA employer’s and employee’s contributions.

6. Start Sage Pro 100/200 ERP.

7. Log in as the Administrator.

8. Select File | Open | FoxPro Access.

9. Type "DO P89088_UPDATE" without the quotes.

10. A message box "New HSAEXEMPT Pay Type id and Pay Class id have been updated sucessfully." 
    should be returned.

11. Select "OK"

12. Press "ENTER" to return to the Sage Pro ERP application.

13. Restart Pro Series.


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End of file Pro 7.5 PTR 89088 ReadMe.txt
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