IRS Tax Withholding Type

The IRS Tax Withholding record is created when an amount is withheld from payment due to an IRS tax levy. Claims are paid; however, either no check is cut, or the cut check does not equal the paid claim amount. This remittance record type is created for reconciliation purposes to balance and close the corresponding payment batch.

These records are open to the practice for review and closure upon creation.

1. Display the Find Unpostables page: On the Main Menu, click Financials. Under PAYMENTS, click Unpostables. In the left menu, under UNPOSTABLE REMITTANCE, click Find Unpostables.
2. Unpostable status — Select OPEN.
3. Responsible party — Select Practice.
4. Unpostable type — Select IRS Tax Withholding.
5. Click Generate Worklist.
   The Unpostables Worklist appears in the Task Bar.

Display the unpostable record

6. From the worklist in the Task Bar, click the IRS Tax Withholding bar to expand the worklist.
7. Click the linked unpostable ID number for the remittance record/unpostable in the worklist.
   The Remittance Record page appears in the Workspace.

In the Status section

8. Review the notes provided by athenahealth.
9. Take the required action described in the notes.
10. Under Select an action to resolve or reassign record, select the Update status and reassign record option.
11. Update status — Select IRS Tax Withholding Recorded in General Ledger.
12. Note – Enter detailed information about the actions you've taken.
13. Click Submit.