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There is a new option in our IRA deductions to have a post-tax Roth deduction in addition to the standard pre-tax deduction. For an employee who may choose to do both, the deduction limit is for the total of the two combined, not a separate limit for each. This is where the shared limit code would be beneficial. It would be great to set up two shared limit codes and choose one to assign to an employee.
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Administrator on 1/28/2025 10:18:24 PM
We do have some of this fuctionality under
This is under Tools | Setup | Payroll | Den/Ben Shared Limit.
Microsoft Dynamics GP 2018 R2: Shared Maximums for Benefits and Deductions
If you need something more extenstive, there is a 3rd party ISV solution, Integrity Data that offers it too.
Enhanced Retirement Plans for Microsoft Dynamics GP
Thanks
Terry Heley
Microsoft