Exception: Negative Tax Total 3698

This exception states that there are transactions linked to the calculation total “Non-RFI” with negative amounts where the cumulative negative total for these transactions exceeds the cumulative positive total of the transactions with positive amounts linked to this calculation total.

1. Click View, Payroll Reports, Monthly Analysis
2. Filter the report to show only the employee in question
3. Ensure to run the report from the beginning of the tax year to the current period. Click ok to print the report. In the Income section, look for a code that has been processed as a negative (usually it will be the code 5020, 5018, or 5014). Also make a note of what transaction you are using to process the employee’s salary (code 5000, 5002, 5001). 
4. Click Setup, Transaction. Click the Magnifying glass and select the code that is used as the Basic Salary (for example, Code 5000, 5002, 5001)
5. Click the Calculation Total Button. Scroll down and you will note that this code has been selected as Retirement Funding Income
6. Click OK on the Calculation Total screen.
7. Click the Magnifying glass again and search for the negative income code (Code 5020, 5018, 5014). Select this transaction.
8. Click the Calculation Total Button. Scroll down and check that this code is specified for Non-Retirement Funding Income (it will not be the same as the salary). Unselect Non-Retirement Funding Income and select Retirement Funding Income.
9. Click OK on the Calculation Total screen and close Setup Transactions.

NOTE: A progress indicator will run through. If this does not clear the exception, your employee probably has an RFI profile. If so you have to add the negative income code to your RFI profile with the same percentage as the Basic Salary

  TIP: The negative income transaction (code 5020, 5018, 5014, etc.) must always match the RFI or non-RFI of the basic salary used.  If both are the same, check if the employee has an RFI Profile, and add this code to the profile.