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Setting up new Roth catch-up rules in GP Payroll

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Posted on by MartinaS

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Starting in 2026, employees earning over $145,000 will be required to make catch-up contributions as Roth instead of pre-tax. We have many employees who fall into this category, and we need to prepare our payroll setup in GP to handle this change correctly.

Has anyone configured GP to accommodate the new Roth catch-up rules?

If this cannot be handled directly in GP, are there any third-party providers or add-ons that can manage this setup?

Any best practices or setup instructions would be greatly appreciated!

-Martina

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Microsoft Dynamics GP

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Lisa at AonC.com 874 Super User 2025 Season 2 on at

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Setting up new Roth catch-up rules in GP Payroll

I would be surprised if GP couldn't handle it with current deduction setup, it would be part of the year-end update. Keep an eye on the U.S. Year-End Update for Microsoft Dynamics GP | Microsoft Learn page, especially after the planned 11/24/2025 target release date.

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