Pre-Tax Withholdings

 

 

Follow the steps below to enter Pre-Tax Withholdings.  

 

The Pre-Tax Withholding section will display for all Medical Earning Income Types, except for Blood Plasma.  

  1. In the context of the case, select Eligibility from the Global Navigation bar.

  2. Select Customer Information from the Local Navigation bar.

  3. Open the financial data pages by clicking on the + beside Financial from Task Navigation.

  4. Select Income from the Task Navigation.

  5. On the Income List page, select the Program Type of Medical and the Income Category of Earnings from the drop-down menu, click the Add button.

  6. On the Income Detail page select the name type, and frequency the income is received from the Name, Type and Frequency drop-down menu.

  7. Click the Select button under Name of Business to access the Employer Information.

  8. Select the Employer by clicking the appropriate radio button.

  9. Click the Select button.

NOTE: If no employer is entered on the Employment List/Detail page the user needs to click the Add button to complete the Employment Detail page. On the Employment Detail page only enter the information in the required fields. Enter the Consumer Name, the Category of employment, the Employer name (use the text box not the Select button), and the Verified value. Do not complete any other information on this page for medical programs. Clicking Save and Return on the Employment Detail navigates the user to the Income Detail page.

  1. Select Family Medical from the Display Programs drop-down menu below the Income Amounts block.

  2. Click the Add button, which displays once a Display Programs value has been selected.

  3. Enter all required information on the Income Amount Detail page.

  4. Select the Pre-Tax Withholdings caret.

  5. Select the appropriate value from each of the drop-down selection:

  1. Select the Add button

Note: To add additional Pre-Tax Withholdings record to the same income type select the Add button on the Income Amount Detail page in the Pre-Tax Withholding selection and repeat steps 14. and 15.

  1. Click the Save and Return button.

Note: If a consumer has multiple Pre-Tax Withholdings of the same type showing on one paystub, i.e. Health Insurance, they will need to be combined to create one record for that type. Staff will need to journal that the Pre-Tax Withholdings of the same type were combined for that paystub.