(USA) Setting Up the Company State Tax Table

Employer ID

Enter your state employer ID for state withholding.

Non-Resident Declaration Reqd

This check box is selected or deselected by default according to the Federal/State Tax Table 1 record for the state. Indicates whether the state requires a Non-Resident Declaration for non-resident employees.

Exempt From SUT

Select this check box if the company is not required to pay SUT for this state. Use this option if you've specified, on the Company table, that the company as a whole is not exempt from SUT. If you select it here, Exempt from SUT becomes the default at the employee level; employees hired in this state have this check box selected on the State Tax Data page.

See Company State Tax Table - General Page.

Employer ID

Enter your state employer ID for state unemployment.

MA Health Insurance Override

(MA only.) The Massachusetts standard Health Ins Rate is set by default from the State Tax table. For Massachusetts, the Health Insurance Rate differs for newer employers. If you're a Massachusetts employer to whom a lower rate applies, select this check box and enter the correct Massachusetts Health Ins Rate.

Experience Rate Percent

The experience rate you enter in the State Unemployment group box should reflect the rate you receive from your state unemployment agency. Enter the year and quarter when the rate becomes effective in the Effective Yr/Qtr field. This enables you to have different rates within a single calendar year.

MA Health Insurance Rate

(MA only.) If you select Override, enter the correct health insurance rate.

Branch Code

This field is informational for Arizona. TAX860AZ.SQR appends the branch code to the end of the state EIN.

UBI Number (unified business ID number)

If the company you're adding is in Washington State, enter the UBI number assigned. Used for quarterly reporting for companies in the State of Washington only.

EAF Rate (employment administration fund rate)

If the company you're adding is in Washington State, enter the EAF rate used to calculate an additional tax for the Employment Administration Fund, which finances work search assistance and training for the unemployed. Used for quarterly reporting for companies in the State of Washington only.

UI Taxable Wage Base Override and UI Taxable Wage Base

An employer’s unemployment taxable wage base may vary depending on its unemployment experience rating. To identify a company as subject to the higher unemployment taxable wage base, and override the standard (lower) taxable wage base delivered on the Other Rates page of the State Tax Table entry for the state, first select the UI Taxable Wage Base Override check box, and then, in the UI Taxable Wage Base field, specify the taxable wage base that applies to the company

For example, the standard Rhode Island 2012 taxable wage base is $19,600 for most employers, but employers with an experience rate of 9.79% or higher must pay tax on a higher 2012 taxable wage base of $21,100. To identify the company as subject to the higher unemployment taxable wage base, select the UI Taxable Wage Base Override check box, and enter $21,000 in the UI Taxable Wage Base field.

Exempt From ER Disability

Select this check box if employees in this state are exempt from employer-paid state disability tax. This field is for informational purposes only and is not used by the system.

Experience Rate Percent

The experience rate you enter in the State Disability group box should reflect the rate you receive from your state disability agency. Enter the year and quarter when the rate becomes effective in Effective Tax Yr/Qtr. This enables you to have different rates within a single calendar year.

Employer ID

(E&G) Enter the appropriate employer ID for state disability grouping in California, Michigan, and Minnesota. The T002CAHP, T002MIHP, and T002MNHP reports are grouped by employer ID if you enter the employer ID here and select the Separate Tax Report check box on the run control page. The report lists state withholding, state unemployment, and state disability.

LTC Not Applicable (long-term care not applicable)

Select this check box if employees in the company will not be covered by the WA Cares Fund.

For employees to be covered the long-term care program, clear this check box.

Effective Year and Effective Quarter

Enter the year and quarter when the WA Cares Fund setup becomes effective.

Voluntary Disability Plan

Select this check box to indicate that the plan you're defining is a voluntary disability plan allowed by the state.

Plan Number

Enter the plan number of the voluntary disability plan. For New Jersey, this number appears on Form W-2.

VDI Administrator Code

Select the code that identifies the administrator of the plan. You maintain administrator codes on the VDI/FLI Administrator Table page.

Employee Rate Percent

Enter the employee-paid rate.

Employer Rate Percent

Enter the employer-paid rate.

Family Leave Plan

Select the applicable family leave insurance tax status for the company and state. Values are:

Exempt: Select if employees’ earnings are exempt from the family leave insurance tax.

Not Applicable: Select if the state plan does not apply to the employee.

Subject: Select if employees’ earnings are subject to family leave insurance tax.

Voluntary: Select if the company has a voluntary family leave insurance plan that covers the employees. This option does not apply to Massachusetts. MA allows voluntary plans, but they are not supported in Payroll for North America.

FLI Plan Number

Enter the plan number of the family leave insurance plan. This field appears if the selected family leave plan is Voluntary.

FLI Administrator Code

Select the code that identifies the administrator of the plan. You maintain administrator codes on the VDI/FLI Administrator Table page. This field appears if the selected family leave plan is Voluntary.

Employee Rate Percent

(NJ and NY) Enter the employee-paid rate.

Employee Ratio

(MA and WA) Enter the maximum percentage of premium that can be deducted from employees.

The total employee and employer ratio values must total to 100.00 percent.

Employer Rate Percent

(NJ and NY) Enter the employer-paid rate.

Employer Ratio

(MA and WA) Enter the percentage of premium to be contributed by employers.

The total employee and employer ratio values must total to 100.00 percent.

Medical Leave Plan

Select to indicate that the plan you're defining is a voluntary medical leave plan allowed by the state. Values are:

Exempt: Select if employees’ earnings are exempt from the medical leave insurance tax.

Not Applicable: Select if the state plan does not apply to the employee.

Subject: Select if employees’ earnings are subject to medical leave insurance tax.

(WA) Voluntary: Select if the company has a voluntary medical leave insurance plan that covers the employees.

MLI Plan Number

(WA) Enter the plan number of the family leave insurance plan. This field appears if the selected family leave plan is Voluntary.

MLI Administrator Code

(WA) Select the code that identifies the administrator of the plan. You maintain administrator codes on the VDI/FLI Administrator Table page. This field appears if the selected family leave plan is Voluntary.

Employee Ratio

Enter the maximum percentage of premium that can be deducted from employees.

The total employee and employer ratio values must total to 100.00 percent.

Employer Ratio

Enter the percentage of premium to be contributed by employers.

The total employee and employer ratio values must total to 100.00 percent.

Family Medical Leave Plan

Select to indicate that the plan you're defining is a family medical leave plan allowed by the state. Values are:

Exempt: Select if employees’ earnings are exempt from the family medical leave insurance tax.

Not Applicable: Select if the state plan does not apply to the employee.

Subject: Select if employees’ earnings are subject to family medical leave insurance tax.

Voluntary: Select if the company has a voluntary family medical leave insurance plan that covers the employees.

FMLI Plan Number

Enter the plan number of the family medical leave insurance plan. This field appears if the selected family medical leave plan is Voluntary.

FMLI Administrator Code

Select the code that identifies the administrator of the plan. You maintain administrator codes on the VDI/FLI Administrator Table page. This field appears if the selected family medical leave plan is Voluntary.

Effective Year and Effective Quarter

Enter the year and quarter when the family medical leave plan setup becomes effective.

Do not enter any value in these fields if the selected family medical leave plan is Subject.

Employee Rate Percent

Enter the rate for the voluntary plan. The rate for the state plan is stored in the State Tax Table for Connecticut.

Employer Rate Percent

Enter the rate for the voluntary plan to be contributed by employers.

Medical Leave Insurance - EE

x

x

Medical Leave Insurance - ER

x

x

Voluntary Med Leave Ins EE

x

Voluntary Med Leave Ins ER

x

Family Leave Insurance - EE

x

x

x

x

Family Leave Insurance - ER

x

x

x

Voluntary Family Leave Ins EE

x

x

x

Voluntary Family Leave Ins ER

x

x

x

Family Medical Leave Ins EE

x

Vol Family Med Leave Ins EE

x

Vol Family Med Leave Ins ER

x

SWT

State Withholding liabilities.

SUT (Employee)

State Unemployment employee liabilities.

SUT (Employer)

State Unemployment employer liabilities.

SDI (Employee)

State Disability employee liabilities.

SDI (Employer)

State Disability employer liabilities.

VDI (Employee)

Voluntary Disability employee liabilities.

VDI (Employer)

Voluntary Disability employer liabilities.

FLI (Employee)

State family leave insurance employee liabilities.

FLI (Employer)

State family leave insurance employer liabilities.

VFLI (Employee)

Voluntary family leave insurance employee liabilities.

VFLI (Employer)

Voluntary family leave insurance employer liabilities.

MLI (Employee)

State medical leave insurance employee liabilities.

MLI (Employer)

State medical leave insurance employer liabilities.

VMLI (Employee)

Voluntary medical leave insurance employee liabilities.

VMLI (Employer)

Voluntary medical leave insurance employer liabilities.

FMLI (Employee)

Family medical leave insurance employee liabilities.

FMLI (Employer)

Family medical leave insurance employer liabilities.

VFMLI (Employee)

Voluntary family medical leave insurance employee liabilities.

VFMLI (Employer)

Voluntary family medical leave insurance employer liabilities.

Transit (Employee)

(OR) State transit tax employee liabilities.

LTC (Employee)

(WA) State long-term care insurance employee liabilities.

Liability Account

Select the general ledger account number for the corresponding tax class.

It is the customer’s responsibility to update this information.

Tax class rows of inactive programs are read-only.

Paid Fam Med Leave Ins EE

x

x

Paid Fam Med Leave Ins ER

x

x

Vol Paid Fam Med Leave Ins EE

x

x

Vol Paid Fam Med Leave Ins ER

x

x