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The place health insurance will carry depends on the tax category.

You enter the tax category as shown below:

If the health insurance is a payroll deduction, it will appear in Section 2, as shown below:

If it is NOT a payroll deduction, it will appear in section D of the personal expenses section of the SFS, as shown below:

It is the Tax Category that tells the software which it is.

You will see the Tax Category next to the entry where you enter the health insurance.

Select “Medical” to have the item carry do Section D as a personal expense. Otherwise, the item will carry to the top of the SFS as a voluntary deduction from wages.

Click the help button on the line where you enter the tax category for further explanation as to which tax category has which effect.


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