Calculation Methods for Other State Taxes

You can use these calculation methods for unemployment insurance (SUI), disability insurance (SDI), and family medical leave insurance (FMLI).

Calculation method

Run types

Self-adjustment method

What it does

Flat Rate

Regular and Supplemental

No self adjust

Withholding calculations don't self-adjust retroactively for any rate changes.

If a back-dated rate change occurs, the payroll process uses the new rate only for the current run's taxable wages

Flat Rate

Regular and Supplemental

Self adjust

Bases the withholding calculations on year-to-date earnings, instead of earnings within a particular pay run. This provides the most accurate calculation.

For retroactive rate changes, the payroll process self-adjusts the tax withholding or liabilities in the next available pay run.

Flat Rate

Regular and Supplemental

Self adjust at maximum

Similar to the Self Adjust method, except adjusts for changes but only after the maximum annual taxable wage base is reached.

Flat Rate

Regular and Supplemental

Quarterly self adjust

Performs adjustments for rate changes on a quarterly basis. Available for state taxes only.

Use this method in cases where a state changes its rate midyear. By checking each quarter individually to determine adjustments, it maintains the integrity of the calculations before the change.