Tax total 3696 + 3699 not equal to income sources

This exception can be due to various reasons, like a transaction template set up incorrectly or a discrepancy in the database tables.

 NOTE: To try the solutions below, make sure you don’t process any employees. If not, run a clear run flag. 

Check your Custom Templates.

Pastel Payroll’s standard transactions use the correct tax totals and won’t cause exceptions. Check your custom templates to ensure they’re set up the same way.

1. Go to Setup then Transaction Templates.
2. Click the magnifying glass:
   • Any code between 0030 and 5000
   • Check any code after 9404, or after your M, I, E, R, or S council codes
3. After selecting your custom code, click Tax Totals.
   Ask your Tax Practitioner which tax totals to select.

 TIP: Income tax totals usually include two codes—one is 3699 or 3696. Don’t select either. Avoid using more than two tax totals of the same type per transaction. Confirm details with your tax practitioner. 

Rebuilding database entries.

Back up your data, update to the next pay period, then run Rebuild Totals.

If neither of the above makes any changes, log a support request.