How do I setup my payer to file to state agencies?

Setting up a payer

  1. Click on the Payer List button.
  2. Highlight the desired 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 Payee subject to State Unemployment tax.*

*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.

Setting up a Return

  1. Click the Payer List button.
  2. Double click the payer.
  3. Highlight the recipient in the list.
  4. Double click the W-2 in the Form List for that recipient.
  5. Click on the Return Information tab.
  6. Verify the state and any applicable localities are listed under State and Local Information.
  7. Click OK to close the form.
  8. Double click a transaction from the Form List.
  9. At a minimum, enter dollar amounts in the State Wages or SUI Wages fields. This information will carry to the form.
  10. Several state forms require specific amount types or settings for their quarterly forms. Be aware of the listed state amount types when troubleshooting state forms. Also be aware of less common Non-Default amount types such as hours or weeks.To add or verify the current amount types being used on the form:
    1. Click on the Amnts button.
    2. The column on the right will display the current amount types being used on the W-2 form.
    3. Choose State tab for State specific amount types, or the Non-Defaults and Defaults tabs for other amount types.
    4. Select the amount type to be added on the left, and click the Include button to add the amount type to the form.
    5. Click OK to close the window.
  11. Click OK to close the transaction.
  12. Click on the Payer List tab. 
  13. Highlight the payer.
  14. Click the Add Form button.
  15. Choose the specific state from the Federal/State/Local drop down menu.
  16. Choose the State form to be added.
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