If you do not select Recoup previous year and just cancel payment for the previous year, then that will not be output on the Payroll Submission file for a deceased employee. To resolve this, enter the date of death or select the deceased indicator.
To do this, follow the steps below in Back Office.
Deceased employee in previous year
For employees who deceased in the previous year, where their estate has given back the recoupment in the current period, follow these steps.
Click CorePay then click Employee.
Click Advanced Employee Features then Set Employment Status.
Enter a negative manual payment including all the pay elements.
Select previous year recoupment.
Living employee in previous year
For living employees in the previous year case where recoupment has been made in the current period:
Request the gross pay recoupment from the employee.
Enter a negative manual payment for Gross Pay.
Select previous year recoupment.
Give the employee the manual payment.
The tax liability is now between the employee and Revenue for any tax refunds.