PTR MANUAL

UCLA Payroll Services

A guide for departments to use when processing Payroll Time Reporting (PTR) transactions.
PTR MANUAL, SECTION E - SPECIAL PROCESSES

E2.0  EDUCATION ASSISTANCE REIMBURSEMENTS


According to IRS regulations, some payments made to employees for reimbursement of non-job related graduate-level education expenses are taxable to the employee. Amounts in excess of $5,250 per year are taxable to the employee and must be paid through payroll.  These payments are processed on the EDFT screen using the DOS code of EAR.  An example is shown below.

Please refer to the UCLA Tax Services website (http://www.tax.ucla.edu) for more information and links to applicable policies.

PPETFT0-E1064               Dept. Time Reporting              06/26/YY 11:25:45
 04/09/YY 23:06:25         One Time Payment (EDFT)             Userid:  ABCDE
 ID: 159875555 Name: PAYMENT,EDUCATION                          Emp Status: A
 Pay End: 06/29/YY Check Date: 07/10/YY Pay Cycle:  B2             Page  1 of 1
                                        E T D                          W      
                                        R Y U                   PerEnd S      
 C Seq     LACFPS                       C P C Ttl  DOS Amount   MMDDYY P      
    00026  4 660525      19900        2 E 2   7242 EAR 00500.00 0630YY        
                                                                              
                                                                              
                                                                              
                                                                              
                                                                             
                                                                              
                                                                              
                                                                              
                                                                              
 Next Func:      ID: 159875555 Name:                            SSN:          
 Seq No:        Pay Cycle: B2 Pay End: 0629YY                                 
                                                                              
                                                                             
 ===>                                                                        
 F:   1-Help      2-Jump                              5-CANCEL               
 F:                           9-UPDATE

 

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