Bernard J. Bieg and Judith A. Toland PAYROLL ACCOUNTING 2014 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. ANALYZING & JOURNALIZING PAYROLL TRANSACTIONS Chapter 6 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Learning Objectives 1. 2. 3. 4. 5. 6. Record payrolls in appropriate records Understand various deductions taken from employees’ gross pay Journalize entries to record payroll and payroll taxes Post to general ledger Explain recording of payroll tax deposits Understand need for end-of-period adjustments © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Accounting for Payroll Transactions Payroll requires entering data (in order) in the following places ◦ Payroll Register ◦ Employee Earnings Records ◦ General Journal Journalize gross wages and withholdings Journalize payroll taxes and workers’ compensation Journalize period-end accruals ◦ Post to General Ledger LO-1 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Recording Gross Payroll & Withholdings Enter information into accounting system ◦ Salary Expense is debited ◦ Each withholding tax is credited to a liability ◦ All other payroll deductions are liabilities as well and are credited LO-1 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Methods of Paying Wages & Salaries Check ◦ Sometimes separate payroll account maintained to make bank reconciliation process easier Electronic payment methods ◦ EFTS (electronic funds transfer system) Electronic records created showing bank, account # and net pay LO-3 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Methods of Paying Wages & Salaries (cont.) ◦ Pay cards allow employer to deposit payroll into prepaid card Card utilized like debit or credit card Many employees who do not have bank accounts use these ◦ Electronic paystubs alleviate need for paper paystubs LO-3 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Methods of Paying Wages & Salaries (cont.) Final pay ◦ Many states set time limit between termination and final wage pay out (depends upon whether worker left voluntarily) ◦ CA and MI require immediate payment if employee is fired LO-3 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Journal Entries to Record Payroll Journal Entry #1 - Record gross wages, withholdings and net pay Journal Entry #2 - Record employer’s payroll tax expense These two journal entries are always the same in format. You must make both of them every time you issue any paycheck (even if cutting a check for one day’s wages, for example). LO-3 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Journal Entry #1 Debit Wage Expense for gross payroll Credit each withholding account - they are all liabilities Credit cash (or wages payable) for net payroll LO-3 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Journal Entry #1 Gross 1,000.00 845.00 $ 1,845.00 OASDI 42.00 35.49 $ 77.49 $ HI 14.50 12.25 26.75 FIT 83.00 91.00 $ 174.00 SIT 21.00 29.00 $ 50.00 Insurance 103.00 88.00 $ 191.00 Net 736.50 589.26 $ 1,325.76 Journal entry #1 Wage Expense 1,845.00 FICA Taxes Payable - OASDI 77.49 FICA Taxes Payable - HI 26.75 Employees FIT Payable 174.00 SIT Payable Group Insurance Payments W/H Cash 50.00 191.00 1,325.76 LO-3 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Journal Entry #2 Debit Payroll Tax Expense for total of all payroll taxes that employer pays Credit each account - they are all liabilities LO-3 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Journal Entry #2 EE A B Total Tax Gross $ 1,000.00 845.00 1,845.00 FUTA Wages $ 615.00 615.00 $ 3.69 SUTA Wages $ 800.00 845.00 1,645.00 $ 46.06 OASDI Wages HI Wages $ 1,000.00 845.00 1,845.00 $ 1,000.00 845.00 1,845.00 $ 114.39 $ 26.75 Calculate all employer taxes utilizing varying wage bases and percentages Journal entry #2 Payroll Tax Expense 190.89 FUTA Taxes Payable SUTA Taxes Payable FICA Taxes Payable - OASDI FICA Taxes Payable - HI 3.69 46.06 114.39 26.75 LO-3 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Recording Deposit of Payroll Taxes Look in general ledger for amounts due Deposit 941 taxes FICA Taxes Payable - OASDI FICA Taxes Payable - HI Employee FIT Payable Cash 191.88 53.50 174.00 419.38 Deposit SIT SIT Payable Cash 50.00 50.00 Deposit SUTA SUTA Taxes Payable Cash 46.06 46.06 LO-5 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Workers’ Compensation Insurance Workers’ compensation is an expense for the employer, who is required to purchase insurance to protect employees against work related injuries/disabilities ◦ Laws differ by state ◦ Premiums often calculated based on employment classification – stated in terms of $100 per payroll LO-5 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use. Workers’ Compensation Insurance (cont.) ◦ Pay premiums in advance based on projected wages ◦ Then, at year-end, report actual wages and pay additional premium or may receive credit towards next year LO-5 © 2014 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part, except for use as permitted in a license distributed with a certain product or service or otherwise on a password-protected website for classroom use.