Use this screen to enter information for each state in which your employees work and for which you are required to file Quarterly State Unemployment Tax reports on magnetic media. Refer to the Tax Tables documentation for information on states that require magnetic media quarterly state unemployment reporting. Depending on the state entered, only the appropriate fields that require information will be enabled.
You must complete this screen before you run the Create State Qtrly Unempl Mag Media screen. For information regarding the specific requirements for your state unemployment tax reporting, please contact the appropriate State Government Office.
Enter, or use Lookup to select, the 10 alphanumeric-character taxable entity ID that you want on this record. This is a required field. You can establish taxable entity information in the Set Up Company Info screen in Costpoint General Ledger. The taxable entity description will display in the field next to its code.
Enter, or use Lookup to select, the two-character code for the state to which this record applies. This field is required. The name of the state will display to the right after this code is entered. The remaining fields in this screen will be enabled only if information is required by the respective state. Refer to the section titled Quarterly Magnetic Media for State Unemployment Taxes in the Tax Tables documentation for details on which fields are required by state. Nebraska has been added to this Lookup and is now available for selection.
Enter name of the contact person at your organization who handles the quarterly reporting in this 30-character alphanumeric field. This is not a required field; however, if the state that you are setting up requires this information, you should enter it here.
Enter the contact person's job title (up to 18 alphanumeric characters). This is not a required field; however, if the state that you are setting up requires this information, you should enter it here.
Enter the contact person's phone number in this numeric field. This is not a required field; however, if the state that you are setting up requires this information, you should enter it here.
Enter the contact's extension number in this six-character numeric field. This is not a required field; however, if the state that you are setting up requires this information, you should enter it here.
Enter your organization's state unemployment reporting ID or account number in this 20-character alphanumeric field. This is a required field.
Enter a media transmitter/authorization number/suffix code if the state you are setting up requires one.
Enter up to four alphanumeric characters if the state you are setting up requires an industry/county code. This is not a required field.
Enter your remitter number, if required. This is not a required field; however, if the state that you are setting up requires this information, you should enter it here.
Enter your establishment number or coverage group code, if required. This is not a required field; however, if the state that you are setting up requires this information, you should enter it here.
Enter the user-defined label that you have set up that applies to this plan code. The label entered here will override the default that you selected for any employees that have been assigned this label in the Employee User-Defined Info screen in Costpoint Employee. This field is directly connected with the Default Plan Code drop-down box and applies only to employees who work in the State of California.
Enter up to 15 alphanumeric characters in this field for the unit number/division location/plant code, if your organization is a plant site. This is not a required field; however, if the state that you are setting up requires this information, you should enter it here.
Enter your provider identification/entity code/prefix code, if required. This is not a required field; however, if the state that you are setting up requires this information, you should enter it here.
Enter an "S" if you are reporting seasonal wages or "N" if this reporting does not contain seasonal wages, as required by the state for which you are entering data. This is not a required field; however, if this is a requirement of a state for which you are reporting, enter one of the above values here.
Use this drop-down box to select the tax type code that is required for the state of Illinois' magnetic media. This drop-down box is enabled only if the State field is "IL." Valid system-defined options are "Taxable Employer" and "Reimbursable Employer."
Use this drop-down box to select values as required by the State of California. The selection made here will default for all employees who are set up with California as their SUTA State in the Employee Taxes screen in Costpoint Employee. If you have employees who do not meet the requirements of this default, then you must set up a user-defined label in the Employee User-Defined Labels screen, and, using this label, enter the appropriate Employee default code in the Employee User-Defined Info screen. Valid options are:
"A" - Employee is covered under the state plan for unemployment insurance.
"J" - Employee is covered under the state plan for disability insurance only (exempt from unemployment insurance).
"L" - Employee is covered under a voluntary plan for disability insurance only (exempt from unemployment insurance).
"P" - Employee is covered for personal income tax withholding purposes only.
"R" - Employee claims a religious exemption from paying disability insurance, but is covered under the state plan for unemployment insurance. The employee must file an exemption certificate.
"S" - Employee is covered under a state plan for both unemployment insurance and disability insurance.
"U" - Employee is covered under a department-approved voluntary plan for disability insurance and the state plan for unemployment insurance.
"None" - No current plan code is applicable.
Changes to this screen update the State SUTA Reporting (PR_STATE_SUTA_RPTING) table.