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How do I add or edit payer state information?

Views: 2691 Created: 2016-07-22 11:30 Last Updated: 2018-07-10 08:09

SYMPTOM

How to add or edit payer state information.

After completing the payer state information:

  • State ID numbers will automatically fill in on the W-2 return information screen after selecting the state(s).
  • State specific forms can be added to the payer.
  • SUI rates will apply to state forms based on the payer state data entered.
  • State ID numbers will automatically fill on the state reconciliation forms when e-filing.

RESOLUTION

Procedure 1 (Adding state information to a payer)

  1. Click the Payer List button.
  2. Choose the payer.
  3. Click the Payer State Info button on the right.
  4. Click the Add button.
  5. Enter the state and the State ID number for W-2 assigned by the state.
  6. Enter the State ID for SUI (state unemployment insurance taxes) assigned by the state.
  7. Enter the SUI %.  This is the percentage used when calculating SUI tax based on the state taxable wages.
  8. Enter the SUI Wage Max.  This is the maximum amount of wages per year per recipient subject to state unemployment tax.

Note: If the SUI % and SUI Wage Max do not appear in Payer State Info, click the Change Data Entry Method button and choose Choose Quarterly. The SUI % and SUI Wage Max will then appear in Payer State Info.

Procedure 2 (Editing state information on a payer)

  1. Click the Payer List button..
  2. Choose the payer.
  3. Click the Payer State Info button on the right.
  4. Choose the state in the list on the right.
  5. Make the necessary changes.
  6. Click Save.

APPLIES TO

  • Yearli 2014 - Current


HB2, HB12