ORS-PSERS - Maintain data - Tax Deferred Payments (TDP) tab
If errors are encountered during the Load data process, you can correct the source data. After corrections, you must purge and reload the data.
PowerSchool recommends that you correct the report’s source data that is retrieved from the Core application.
On the MI ORS-PSERS (Public School Employees Retirement) page, filter records using the filter criteria. To enter filter criteria:
Select an option in the first field.
Select or enter a value.
Select Add if the button is enabled.
Refer to Search for records for more information.To add a record, click Add Record. Select the Tax Deferred Payments (TDP) tab and then select Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Add and then select Save.
To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information, select Update, and then select Save.
To delete a record, select the ellipsis in the Actions column and select Delete.
Field descriptions
The following table describes the fields on the Tax Deferred Payments (TDP) form on the Tax Deferred Payments (TDP) tab of the MI ORS-PSERS (Public School Employees Retirement) page.
Field | Description | Load logic - Data source and Valid values |
|---|---|---|
Pay Period | The pay date for which the TDP deduction is made. The format is MMDDYYYY. | Not applicable |
Payroll Check No. | The payroll check number from which the TDP deduction was withheld. | Not applicable |
Agreement No. | The number on the member's TDP Agreement. | The field value is retrieved from the Agreement Number field on the Agreement Information form of the MI ORS-PSERS - Reference Tables - Purchase Agreements page. |
Invoice No. | The number on the member's service purchase billing statement. | The field value is retrieved from the Invoice Number field on the Agreement Information form of the MI ORS-PSERS - Reference Tables - Purchase Agreements page. |
Deduction No. | The TDP deduction number. | Not applicable |
Deduction Amt | The amount deducted from the member's pay for TDP. | The field value is retrieved from the Scheduled Deduction Amount field on the Agreement Information form of the MI ORS-PSERS - Reference Tables - Purchase Agreements page. |
Reason | The deduction reason code. | For a list of valid values, refer to 13.03: Detail 3 records - TDP adjustment record type codes and deduction reason codes. |
Adjustment Type | Indicates whether the record is a TDP payment or a TDP adjustment. | For a list of valid values, refer to 13.03: Detail 3 records - TDP adjustment record type codes and deduction reason codes. |
Accts Payable Check No. | The check number of the accounts payable checks that are sent to the state. The check number is not automatically loaded and is not required for the retirement report. | Not applicable |