This chapter provides information on processing deductions and adjustments. Deductions and tax and surcharge adjustments are processed when payments and liabilities are generated. Deductions and tax adjustments are applied to benefits; surcharge adjustments are applied to liabilities. Financial account adjustments can be made to a participant's financials account.
The last two sections in this chapter provide samples of a payment generation with deductions and tax adjustments and of a liability with a surcharge adjustment.