Setting Up a Payer
- Click on the Payer List button.
- Highlight the desired payer.
- Click the Payer State Info button on the right.
- Click the Add button.
- Enter the State and the State ID number for W-2 assigned by the state.
- Enter the State ID for SUI (State Unemployment Insurance taxes) assigned by the state.
- Enter the SUI %.
- This is the percentage used when calculating SUI tax based on the state taxable wages.*
- 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.
Adding State Information to a Payer
- Click the Payer List button.
- Choose the payer.
- Click the Payer State Info button on the right.
- Click the Add button.
- Enter the state and the State ID number for W-2 assigned by the state.
- Enter the State ID for SUI (state unemployment insurance taxes) assigned by the state.
- Enter the SUI %.
- This is the percentage used when calculating SUI tax based on the state taxable wages.
- Enter the SUI Wage Max.
- This is the maximum amount of wages per year per recipient 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.
Editing State Information of a Payer
- Click the Payer List button.
- Choose the payer.
- Click the Payer State Info button on the right.
- Choose the state in the list on the right.
- Make the necessary changes.
- Click Save.
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.
Setting Up a Return
- Click the Payer List button.
- Double click the payer.
- Highlight the recipient in the list.
- Double click the W-2 in the Form List for that recipient.
- Click on the Return Information tab.
- Verify the state and any applicable localities are listed under State and Local Information.
- Click OK to close the form.
- Double click a transaction from the Form List.
- At a minimum, enter dollar amounts in the State Wages or SUI Wages fields.
- This information will carry to the form.
- 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.
- 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:
- Click on the Amnts button.
- The column on the right will display the current amount types being used on the W-2 form.
- Choose State tab for State specific amount types, or the Non-Defaults and Defaults tabs for other amount types.
- Select the amount type to be added on the left, and click the Include button to add the amount type to the form.
- Click OK to close the window.
- Click OK to close the transaction.
- Click on the Payer List tab.
- Highlight the payer.
- Click the Add Form button.
- Choose the specific state from the Federal/State/Local drop down menu.
- Choose the State form to be added.