Although you are provided with some default deductions when launching Surf Payroll for commonly used deductions like Bike to work, Pensions, LPT, Industry specific deductions (CWPS, PRD, NECI), you also have the option of setting up payroll specific deductions. These may be personal to your company but the taxation of these deductions can only be decided by the Revenue. You may already know if your deduction is deducted from the gross pay before PAYE/USC and PRSI is applied, but if you are unsure you can contact the revenue.
To view the steps to set up and use deductions, click the below links to view the steps.
To manage the deduction settings, you need to first move to the Settings page. However, after you log in to Surf Payroll, there can be either of the following scenarios:
- The logged in account has a single Business
- The logged in account has multiple Businesses
The steps to move to the Settings page are different in each of the above scenarios. The steps are provided below scenario-wise.
1. Log in to Surf Payroll.
2. The Dashboard page appears. On the left panel, click Settings.
1. Log in to Surf Payroll and find the required Business.
2. The Employees page appears. On the left panel, click Settings.
Setting up Custom Deductions
1. On the Settings page, under the PAYROLL heading, click Deductions.
2. The Deductions page appears. On the Deductions page, click Add Deduction.
3. The Deduction Details window appears. On the Deduction Details window, enter the details, as given below.
| FIELD | STEP |
|---|---|
| DESCRIPTION | Brief description or a short heading describing the deduction component. |
| Multiply by Holiday Periods | To have the deduction amount multiply with the number of holiday periods for all employees, tick this option. |
| Active | To make the component available to be included in the payroll, select. |
| Applicable for all Employees | Set up custom deductions and, optionally, a default amount that applies to all employees. Tick the option and, if applicable, enter a default amount at the DEFAULT AMOUNT (€) field. A confirmation message appears. To apply the deduction, click OK. |
| DEDUCT BEFORE | If you want the custom deduction applied before other deductions, select the appropriate heads. |
| INCLUDE IN PENSION CALCULATION | Select if you want the deducted amount to be included in pension calculation. |
| DEFAULT AMOUNT (€) | Default deduction amount. You can, however, customise the amount for each employee. |
| Reducing Balance | If reducing balance principles apply to the deduction, select. |
4. When you have entered in the necessary information, click Save.
Updating Deduction Record
1. On the Settings page, under the PAYROLL heading, click Deductions.
2. The Deductions page appears. On the Deductions page, under the Name column, click the required deduction record.
3. The Deduction Details window appears. On the Deduction Details window, update the details, as required.
| FIELD | STEP |
|---|---|
| DESCRIPTION | Brief description or a short heading describing the deduction component. |
| Multiply by Holiday Periods | To have the deduction amount multiply with the number of holiday periods for all employees, tick this option. |
| Active | To make the component available to be included in the payroll, select. |
| DEDUCT BEFORE | If you want the custom deduction applied before other deductions, select the appropriate heads. |
| INCLUDE IN PENSION CALCULATION | Select if you want the deducted amount to be included in pension calculation. |
| DEFAULT AMOUNT (€) | Default deduction amount. You can, however, customise the amount for each employee. |
| Reducing Balance | If reducing balance principles apply to the deduction, select. |
4. To save the changes, on the Deduction Details window, click Save.
Removing Deduction Record
To remove an existing deduction record, complete the following steps.
1. The Settings page appears. On the Settings page, under the PAYROLL heading, click Deductions.
2. The Deductions page appears. On the Deductions page, click corresponding to the required record and from the inline menu, click Remove.
3. The Confirmation Message window appears. On the Confirmation Message window, click Delete.
4. On the Information Message window, click OK.
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