Work Instruction
Functional Area: Payroll / Issue Medicare Refund
Purpose
Use this procedure to stop deducting Medicare taxes and if necessary, issue a refund.
Trigger
Perform this procedure when you are notified from the employee that Medicare taxes were deducted in error.
Prerequisites
None
Menu Path
Use the following menu path to begin this transaction:
  • Select Human ResourcesPersonnel ManagementAdministrationHR Master Data to go to the Maintain HR MasterData (UC Basic Personnel Data tab) screen.
Transaction Code
PA30
Helpful Hints
  • The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
  • On certain screens you may have to scroll to view some data entry fields.

Work Instruction
Functional Area: Payroll / Issue Medicare Refund
Procedure
1. / Start the transaction using the menu path or transaction code.
Maintain HR Master Data (UC Basic Personnel Data tab)

2. / As required, complete/review the following fields:
Field / R/O/C / Description
Person ID / Required / Unique Employee Identification number
Example:
10000126
3. / Click .
Maintain HR Master Data (UC Basic Personnel Data tab) (2)

4. / Perform one of the following:
If You / Go To
Know the infotype number or name / Step 5
Do not know the infotype number or name / Step 7
/ The employee’s information is now displayed on this screen. Infotypes created for the employee have a displayed to the right of the Infotype text field.
5. / As required, complete/review the following fields:
Field / R/O/C / Description
Infotype / Required / Screen(s) in SAP HR that store HR data; Identified by a name and four-digit number
Example:
0235
You can also type the name of the infotype (Other Taxes US).
6. / Go to Step 8.
7. / Click the tab.
Maintain HR Master Data (UC Payroll Data tab)

8. / Click to the left of Other Taxes US.
/ Scroll down to locate this infotype.
9. / As required, complete/review the following fields:
Field / R/O/C / Description
STy / Required / Subtypes are subdivision of infotypes. The various subtypes of an infotype can be assigned different time constraints and a separate data history can be maintained for each.
Example:
FED
10. / Click .
11. / Click .
Create Other Taxes US

12. / As required, complete/review the following fields:
Field / R/O/C / Description
Start / Optional / Beginning date and/or time when operation commences
Example:
01/01/2006
Verify that the Start date is the last day of the first pay period for the employee’s first check received for the current year to capture all retro Medicare deduction for the current year.
Do not cross years if the Medicare refund is for the previous year. Refer to the Medicare web site for the appropriate refund application.
to (located to the right of the Start field) / Optional / End date and/or time when operation commences
Example:
12/31/9999
Exempt / Required / Indicates the status of an employee as being exempt or non-exempt after considering appropriate guidelines for task at hand
Example:
Y (Exempt, not reportable)
Scroll to the right to locate this field in the Other Taxes section.
Entering Y will stop Medicare deduction on any future payroll payments and refund any previous deductions.
It is very important that you enter Y in the Exempt field.
/ Form 843 is used for employee’s to note that their employer does not refund prior year deductions once the year has been closed out. This form can be accessed at
13. / Click .
14. / Click .
Maintain HR Master Data (UC Payroll Data) (2)

15. / Perform one of the following:
If You Want To / Then / Go To
Display the remuneration statement after payroll run / 1. Enter /NPUOC_10 in the Command field.
2. Click . / Step 16
Exit this transaction / - - / Step 21
/ The system displays the message, “Record created”.
Off-Cycle Workbench

16. / As required, complete/review the following fields:
Field / R/O/C / Description
Person ID / Required / Unique Employee Identification number
Example:
10000126
17. / Click .
Off-Cycle Workbench (2)

18. / Click on the appropriate payroll item in the Payroll History section.
19. / Click .
Remuneration Statement

20. / Review the displayed information.
/ This screen displays the Medicare refund which is indicated by the negative amount in the Paycheck Summary column at the bottom of the screen.
21. / Click until you return to the SAP Easy Access screen.
22. / You have completed this transaction.
8/16/2017
Ver: / 06_PY_PA30_Iss Med Refund_PY3_0.udc
© University of Cincinnati / 1/11
Work Instruction
Functional Area: Payroll / Issue Medicare Refund
Result
You have terminated a Medicare deduction and issued a refund for the deductions for the current year.
Comments
None
8/16/2017
Ver: / 06_PY_PA30_Iss Med Refund_PY3_0.udc
© University of Cincinnati / 1/11