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      >><<    P a y C h e c k   C a l c u l a t o r    >><<     
                                                                
              *  Version 2.0  for New York State  *             
                                                                
       A Template for Lotus 1-2-3  Version 2.01 and Higher      
                                                                
                    (c) 1995 by Naldo Systemstm                 
                                                                
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                             DISCLAIMER

    This product is distributed on an 'as is' basis.  In no event
shall Naldo Systems be liable for any damages whatsoever (including
without limitation, damages for loss of business profits, business
interruptions, or other pecuniary loss) arising out of the use of or
inability to use this Naldo Systems product, even if Naldo Systems
has been advised of the possibility of such damages.

 1 Lotus 1-2-3 is a registered trademark of Lotus Development Corp.

Using 'PayCheck Calculator' -

This guide will walk you through using 'PayCheck Calculator'.  You
should have some basic working knowledge of Lotus 1-2-3 (Please
refer to the Lotus 1-2-3 software manual).  This guide is not a
manual for doing the payroll function.  Consult your payroll advisor
regarding any unfamiliar payroll related areas.

To install 'PayCheck Calculator', copy the template PAYCHECK.WK1
into your Lotus 1-2-3 work directory or disk.  Use the DOS Copy
Command to do this (See the COPY command in your DOS manual).
Once copied then boot Lotus 1-2-3. After booting Lotus 1-2-3,simply
File Retrieve (/FR) PAYCHECK.WK1 to load 'PayCheck Calculator '.

The illustration below shows the Title Screen of 'PayCheck
Calculator'.  At the top left of this screen is the 'PayCheck
Calculator ' Main Menu.
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                                                              Naldo
 Entry  Gross  Reset  Configurator  Quit                           
 Enter Employee and Wage Information                               
             A              B             C            D         E 
                                                                   
    >><<    P A Y C H E C K   C A L C U L A T O R   2.0   >><<     
                                                                   
                 *  (c) 1995 by Naldo Systems  *                   
                                                                   
  * Jan 1995 Federal, Jan 1995 New York State & City Tax Tables *  
                                                                   
     * PayCheck Calculator is distributed on an 'as is' basis.*    
    * Older versions of this template will result in the wrong *   
     * amount of taxes to be withheld. Send comments care of: *    
                                                                   
                      Ron Puleo - Naldo Systems                    
                           CIS# 72537,41                           
                                                                   


The Title Screen tells you what version of the template you have
retrieved and how current the tax tables are.  It is imperative that
only the most current version of 'PayCheck Calculator' is used or
the wrong amount of payroll taxes will be withheld.

The 'PayCheck Calculator' Main Menu consists of the commands:

     Entry  Gross  Reset  Configurator  Quit

Select your option by highlighting the menu command with the arrow
keys, or by using the first letter of the Main Menu command.


The Main Menu Commands
 Entry  Gross  Reset  Configurator  Quit

Entry - This command is used for entering all employee tax status
information, miscellaneous deductions, various hours, rates, and
miscellaneous earnings.  Entry consists of three screen windows.
These windows are:

    Entry Window 1 * Employee Information *
    Entry Window 2 * Wage & Hourly Information *
    Entry Window 3 * Calculated Results *

Each of these windows will be explained in the following pages.

Entry Window 1 * Employee Information *
Ŀ
                                                             READY
 Enter Employee Name :                                            
             A           B             C            D         E   
1                                                                 
2   Employee Name                                                
3   Employee Number            0    Department               0    
4 =============================================================== 
5 * Employee Information *                                        
6                                                                 
7    - Status -                    - Allowances Claimed -         
8    ---------------------------   -----------------------------  
9    (S)ingle/(Married)    S       Federal                    0   
10   Pay Frequency         W       State                      0   
11   ---------------------------   -----------------------------  
12   - Exempt From ? (Y/N) -       - Other Deductions -           
13   ----------------------------  -----------------------------  
14   Federal             N         Other Taxable 1         $0.00  
15   State               N         Other Taxable 2         $0.00  
16   New York City       N         Other Taxable 3         $0.00  
17     Resident (Y/N)    Y         Other Taxable %          0.00% 
18   Social Security     N         NON - Taxable 1         $0.00  
19   Disability          N         NON - Taxable 2         $0.00  
20   =========================== 1 =============================  


This window prompts you for the following information:

    Employee Name - Enter the employee name in this field. The
    field is programed to capitalize the first letter of the
    employees first, and last name.

    Employee Number - Enter employee number if you use one.

    Note: If you use dashes ('-') in your numbers, Lotus 1-2-3
    will think your trying to do subtraction.

    Department - Enter Department Name or Number in this field.
    (See above note).

    Marital Status - Enter 'S' for Single, or 'M' for Married
    (Refer to the employees W-4, and IT-2101 forms for this
    information).

    Pay Frequency - Enter the first letter of the pay frequency
    in this field.  They are (W)eekly, (B)iweekly, (S)emi-
    monthly, and (M)onthly.

    Allowances Claimed - These two fields are for the number of
    allowances claimed by the employee (Refer to the employees
    W-4, and IT-2101 forms for this information).  An employee
    may claim a different number of allowances for federal or
    state taxes. Input fields for both federal and state
    allowances are provided.

After entering the last input field (Allowances Claimed), a menu
asks you if you want to continue on, edit previous entries, update
exeptions, update deductions, or [Esc] to return to the Main Menu.

Ŀ
                                                              MENU
 Continue   Edit   Update Exemptions   Update Deductions          
 Continue for Employee Hour and Rates or [Esc] for Main Menu.     
|                                                                  |

Select your option by highlighting the menu command with the arrow
keys, or by using the first letter of the menu command.  [Esc] will
return you to the Main Menu.  Selecting Continue will display Entry
Window 2 * Wage & Hourly Information *, selecting Edit will allow
you to edit entries in the current window, selecting Update
Exemptions or Update Deductions allows you to update the following:

    Exempt From ? (Y/N) - Answering Y (Yes) or N (No) in these
    fields determine whether the employee is exempt from
    federal, state, city, or social security (FICA) withholding
    taxes (Refer to the employees W-4, and IT-2101 forms for
    this information).  Answering N (No) for New York City
    exemption then prompts you whether employee is a city
    resident.  You are also asked whether you want to apply any
    disability insurance deduction.

    Note: Consult your payroll tax advisor for who qualifies
    for these types of exemptions.

    Other Deductions 1 thru 3 - These fields are used for
    deductions such as Health and Life Insurances.  For Other
    Taxable % enter .05 for 5%, .1 for 10%, etc.  NON-Taxable
    1 and 2 (Section 125, or Non-taxable Dollar amount) reduces
    gross wages for tax calculations.

    Note: Consult your payroll tax advisor as to what
    constitutes a non-taxable deduction.

After entering the last input field (NON-Taxable 3), the previous
menu is displayed so you can continue on.  Selecting Continue will
display Entry Window 2 * Wage & Hourly Information *.  A menu first
asks you if the employee is Hourly or Salaried.

Ŀ
                                                              MENU
 Hourly   Salaried                                                
 Is Employee Paid Hourly or Salaried.                             
|                                                                  |

Your selection determines where the cursor will be placed for data
entry.


    Entry Window 2 * Wage & Hourly Information * -
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                                                             READY
 Enter Regular Hours :                                            
          A              B             C            D           E 
1                                                                 
2     Employee Name       Jane Doe                                
3     Employee Number       654321    Department             8000 
4   ==============================================================
21  * Wage & Hourly Information *                                 
22                                                                
23    - Hours  (00.00) -              - Rates  ($00.0000) -       
24   ---------------------------   -------------------------------
25    Regular Hours          0.00    Regular Rate        $0.0000 
26    Overtime Hours          0.00    Overtime Rate       $0.0000 
27    Other Pay Hours         0.00    Other Pay Rate      $0.0000 
28    Personal Hours          0.00    Personal Rate       $0.0000 
29    Vacation Hours          0.00    Vacation Rate       $0.0000 
30 -----------------------------   -------------------------------
31    **  OR  **                      Other Amount 1        $0.00 
32    Salary ($000.00)       $0.00    Other Amount 2        $0.00 
33 -----------------------------   -------------------------------
34    Check Date          05/16/90    Check Number              0 
35 ============================= 2 ===============================
36                                                                


This window prompts you for the following information:

    Hours (00.00) - Hours are entered using up to two decimal
    places.  The most common types of hourly compensation are
    provided.  Enter 1.00 for one hour, .5 for a half hour, .25
    for a quarter hour, etc...

    Rates ($00.0000) - Wage rates are entered using up to four
    decimal places. Rate fields are provided for all the above
    Hours fields. Enter 1.00 for one dollar, .5 for a half
    dollar, .25 for a quarter, .125 for fractional wage rates,
    etc...

    Note: The Overtime Rate is calculated at 1.5 times the
    Regular Rate.

    Salary - If the employee is salaried, enter salary in this
    field.

    Other Amounts 1 & 2 - Enter any other type of taxable
    compensation in these two fields.  Salaried employees can
    also have this type of compensation.

    Note: Although you cannot access the Check Date field,
    please note that the Check Date is your computer system
    date.  If you enter an incorrect date upon booting your
    computer, your check date will be wrong on 'PayCheck
    Calculator'.

    Check Number - Enter the number of the check you will be
    drafting after determining appropriate net amount.

After entering last input field (Check Number), a menu asks you if
you want to view results, edit previous entries, or [Esc] to return
to the Main Menu.

Ŀ
                                                              MENU
 View_Results_Before_Printing  Edit  Main_Menu                    
 Verify Calculated Results or [Esc] for Main Menu.                
|                                                                  |

    Select your option by highlighting the menu command with the
arrow keys, or by using the first letter of the menu command.
Selecting View_Results_Before_Printing will display Entry Window 3 *
Calculated Results *, selecting Edit will allow you to edit entries
in the current window, Main_Menu or [Esc] will return you to the
Main Menu.

Entry Window 3 * Calculated Results *
Ŀ
                                                              MENU
 Entry  Gross  Reset  Configurator  Quit                          
 Enter Employee and Wage Information                              
           A              B             C            D         E  
1                                                                 
2     Employee Name       Jane Doe                                
3     Employee Number       654321    Department           8000   
4   ============================================================  
37  * Calculated Results *                                        
38                                                                
39   Gross Wages        $1,450.00    Taxable Gross      $1,410.00 
40  -----------------------------   ------------------------------
41                                                                
42  - Tax Deductions -              - Other Deductions -          
43   -----------------------------   -----------------------------
44    Federal             $337.82    Other Taxable 1       $50.00 
45    State                $95.05    Other Taxable 2       $10.00 
46    New York City        $44.93    Other Taxable 3       $25.00 
47    Social Security     $110.93    Other Taxable %      $174.00 
48    Medicare              $0.00    NON - Taxable 1       $40.00 
49    Disability            $0.60    NON - Taxable 2        $0.00 
50   ----------------------------   ------------------------------
51    Sub-Net Wages       $860.67    ** Net Wages **      $561.67 
52   ============================ 3 ==============================
53                                                               


The * Calculated Results * window shows the results of the input
from the two previous windows.  It displays the gross wages, taxable
wages, tax deductions, and other deductions, resulting in the net
wages.

    Note: All results should be examined for appropriateness.

Upon displaying this window, a menu asks you if you want to print a
report, edit previous entries, or return to the Main Menu.

Ŀ
                                                              MENU
 Print_PayCheck_Report  Edit  Main_Menu                           
 Print PayCheck Report                                            
|                                                                  |

Select your option by highlighting the menu command with the arrow
keys, or by using the first letter of the menu command.  Selecting
Edit will return you back to Entry Window 1 * Employee Information
*, or [Esc] will also return you to the Main Menu.

Selecting Print_PayCheck_Report is used to print a 'PayCheck
Calculator' report on your printer.  This report can be used as the
supporting documentation for drafting a paycheck.  Upon requesting a
report to print the following window is displayed.

Ŀ
                                                                  
          A              B             C            D          E  
                                                                  
1   Printer Error                                                 
2   Employee Name    :  Jane Doe                                  
3   Employee Number  :       654321    Department        : 8000   
4   ============================================================  
69                                                                
70                                                                
71                                                                
72                                                                
73                    Is Printer Ready to Print?                  
74                                                                
75                       Enter (Y)es or (N)o                      
76                                                                
77                                                                
78                                                                
79                                                                
80                                                                
81                                                                
82                                                                
83                                                                
   =============================================================  
                                                                  


Answering Y (Yes) will allow the report to print on your printer.
Answering N (No) will return you to the Main Menu.

If there is a problem with your printer (i.e. forms jam, out of
paper, etc.), a Printer Error message will appear in the upper left
hand corner of the window (See illustration above).  Correct the
problem and try again.  When the report is finished printing, you
will be returned to the Main Menu.

The report is formatted in the same layout as the three Entry
windows.  All the employee information, and calculated results will
appear on this report.  From this report a paycheck could be
drafted, and the report used as the supporting document for the
paycheck.

Ŀ
 Employee Name       Jane Doe                                    ÿ
 Employee Number        654321    Department               8000  
 =============================================================== 
 * Employee Information *                                        
 - Marital Status -                - Allowances Claimed -        
 -------------------------------   ----------------------------- 
 (S)ingle/(M)arried   S            Federal                    2  
 (M)arried                         State                      1  
 -------------------------------   ----------------------------- 
                                                                 
 - Exempt From ? (Y/N) -           - Other Deductions -          
 -------------------------------   ----------------------------- 
 Federal               N           Other Taxable 1       $50.00  
 State                 N           Other Taxable 2       $10.00  
 New York City         N           Other Taxable 3       $25.00  
   Resident (Y/N)      Y           Other Taxable %       12.00%  
 Social Security       N           NON - Taxable 1       $40.00  
 Disability            N           NON - Taxable 2        $0.00  
 =============================== 1 ============================= 
 * Wage & Hourly Information *                                   
                                                                 
 - Hours  (00.00) -                - Rates  ($00.0000) -         
 -------------------------------   ----------------------------- 
 Regular Hours            40.00    Regular Rate        $15.0000  
 Overtime Hours            8.00    Overtime Rate       $22.5000  
 Other Pay Hours           2.00    Other Pay Rate      $20.0000  
 Personal Hours            8.00    Personal Rate       $15.0000  
 Vacation Hours           24.00    Vacation Rate       $15.0000  
 -------------------------------   ----------------------------- 
 **  OR  **                        Other Amount 1        $50.00  
 Salary ($000.00)         $0.00    Other Amount 2       $100.00  
 -------------------------------   ----------------------------- 
 Check Date            05/16/90    Check Number            3332  
 =============================== 2 ============================  
 * Calculated Results *                                          
                                                                 
 Gross Wages          $1,450.00    Taxable Gross      $1,410.00  
 -------------------------------   ----------------------------- 
 - Tax Deductions -                - Other Deductions -          
 -------------------------------   ----------------------------- 
 Federal                $337.82    Other Taxable 1       $50.00  
 State                   $95.05    Other Taxable 2       $10.00  
 New York City           $44.93    Other Taxable 3       $25.00  
 Social Security        $110.93    Other Taxable %      $174.00  
 Medicare                 $0.00    NON - Taxable 1       $40.00  
 Disability               $0.60    NON - Taxable 2        $0.00  
 -------------------------------   ----------------------------- 
 Sub-Net Wages          $860.67    ** Net Wages **      $561.67  
 =============================== 3 ============================  
ٳ
 


The Main Menu Commands
 Entry  Gross  Reset  Configurator  Quit

Gross - This command is used to find the gross wages from a net
amount.  For example:

A $100 after tax cash bonus is given to all employees in a
department for exceptional performance.  This type of
compensation is taxable wages.  The $100 is actually the
net amount received by the employee.  How much would the
employee need to gross to net $100?

The Gross feature determines what the gross (before tax) amount
would need to be, factoring in employee tax status, resulting in the
known net amount.  Selecting Gross first brings you to Entry Window
1 * Employee Information *.  After entering employee information,
the * Calculate Gross from Net * Window is displayed.

This window prompts you for the following information:

 Enter Net Amount for Check : - Enter the amount of bonus,
 reward, or incentive payment which will be used to
 calculate the gross wages.

Ŀ
                                                              MENU
 Enter Net Amount for Check :                                     
         A              B             C            D          E   
1                                                                 
2    Employee Name       Jane Doe                                 
3    Employee Number          654321    Department          8000  
4    ============================================================ 
53   * Calculate Gross from Net *                                 
54                                                                
55   - Calculate Gross -                                          
56   ------------------------------------------------------------ 
57      Bonus Net              $0.00                             
58      Check Gross             $0.00                             
59   ------------------------------------------------------------ 
60                                                                
61                                                                
62                                                                
63                                                                
66                                                                
67   ============================ 4 ============================= 
68                                                                


After entering an amount, 'PayCheck Calculator' will begin
calculating the gross wages.  This process may take a few seconds.
During this process 'Calculating...' will appear in the window.

Ŀ
                                                              MENU
             A             B             C            D         E 
1                                                                 
2   Employee Name       Jane Doe                                  
3   Employee Number          654321    Department          8000   
4   ============================================================  
53  * Calculate Gross from Net *                                  
54                                                                
55    - Calculate Gross -                                         
56  ------------------------------------------------------------  
57      Bonus Net           $1,000.00                             
58      Check Gross         $1,700.00    Calculating...           
59  ------------------------------------------------------------  
60                                                                
|                                                                  |

When the calculation is complete the gross amount appears next to
the field labeled 'Check Gross'.

Ŀ
                                                             READY
  Has Bonus Been PRE-PAID? (Zero net amount) {Y/N}:               
             A              B             C            D      E   
1                                                                 
2   Employee Name       Jane Doe                                  
3   Employee Number          654321    Department           8000  
4   ============================================================  
53  * Calculate Gross from Net *                                  
54                                                                
55    - Calculate Gross -                                         
56  ------------------------------------------------------------  
57      Bonus Net           $1,000.00                             
58      Check Gross         $1,781.30                             
59  ------------------------------------------------------------  
60                                                                
61                                                                
62                                                                
63                                                                
64                                                                
65                                                                
66                                                                
67    ============================ 4 ===========================  
68                                                                


The prompt, 'Has Bonus Been PRE-PAID? (Zero net amount) {Y/N}' is
used for prepaid cash bonuses (i.e. rewards, incentive payments,
etc...).  These types of bonuses are usually paid in advance of
processing it through normal the payroll cycle.

If you answer Y (yes) to the prompt, a zero net amount will result.
This will classify the prepaid cash bonus amount as an 'Other
Taxable $' deduction (See below).


Ŀ
                                                              MENU
 Entry  Gross  Reset  Configurator  Quit                          
 Enter Employee and Wage Information                              
             A              B             C            D      E   
1                                                                 
2   Employee Name       Jane Doe                                  
3   Employee Number          654321    Department          8000   
4   ============================================================  
37  * Calculated Results *                                        
38                                                                
39  Gross Wages        $1,781.30     Taxable Gross      $1,781.30 
40  ----------------------------    ----------------------------  
41  - Tax Deductions -              - Other Deductions -          
42  ----------------------------    ----------------------------  
43  Federal              $460.35    Other Taxable 1        $0.00  
44  State                $124.29    Other Taxable 2        $0.00  
45  New York City         $59.79    Other Taxable 3    $1,000.00  
46  Social Security      $136.27    Other Taxable %        $0.00  
47  Medicare               $0.00    NON - Taxable 1        $0.00  
48  Disability             $0.60    NON - Taxable 2        $0.00  
49  ----------------------------    ----------------------------  
50  Sub-Net Wages      $1,000.00    ** Net Wages **        $0.00  
51  ============================    ============================  
52                                                               


If you answer N (no) to the prompt (For example if a bonus paycheck
is to be issued at a later date), the amount of the bonus would
result as net wages.

Since most cash bonuses are taxable, the wage and tax results of
this calculation should be included in the employees annual W-2
reporting (As wages, tips, and other compensation).

Note: Consult your payroll tax advisor to determine what
type of wages, and other types of compensation are not
taxable.

The Main Menu Commands
 Entry  Gross  Reset  Configurator  Quit

Reset - This command blanks name, wage, and hourly input fields and
resets exemption and deduction information to default status.
Defaults are established by using the 'PayCheck Calculator'
Configurator.

 The Main Menu Commands
Entry  Gross  Reset  Configurator  Quit

Configurator - This command allows you to customize 'PayCheck
Calculator' to your specific needs.  The fields in italics in the
illustration below can be changed and saved as default values which
become a permanent part of 'PayCheck Calculator'.

Ŀ
                                                             READY
 Enter Employee Name :                                            
             A           B             C            D         E   
1                                                                 
2   Employee Name                                                 
3   Employee Number            0    Department               0    
4   ============================================================  
5   * Employee Information *                                      
6                                                                 
7    - Status -                    - Allowances Claimed -         
8    ---------------------------   -----------------------------  
9    (S)ingle/(Married)    S       Federal                    0   
10   Pay Frequency                State                      0   
11   ---------------------------   -----------------------------  
12   - Exempt From ? (Y/N) -       - Other Deductions -           
13   ----------------------------  -----------------------------  
14   Federal             N         Other Taxable 1         $0.00  
15   State               N         Other Taxable 2         $0.00  
16   New York City       N         Other Taxable 3         $0.00  
17     Resident (Y/N)    Y         Other Taxable %          0.00% 
18   Social Security     N         NON - Taxable 1         $0.00  
19   Disability          N         NON - Taxable 2         $0.00  
20   =========================== 1 =============================  


The default values can be overriden using Update Exemptions or
Update Deductions in the Entry command mode.  You can reset the
default settings using the Reset command

The Main Menu Commands
 Entry  Gross  Reset  Configurator  Quit

Quit - This command ends the 'PayCheck Calculator' session and
returns you to DOS.

Please send comments (bugs or otherwise) to me on CompuServe. My ID#
is CIS# 72537,41.  Thanks.