Use this screen to provide general information relating to each of the states in which the employer withholds State Income Taxes (SIT) and pays State Unemployment Taxes (SUTA). Enter the state withholding- and SUTA-related General Ledger Accounts and Reference Numbers in this screen, as well as information relating to the method by which state taxes are withheld, and the Tax Rate to be used for Income Tax Withholding for Supplemental (Bonus) wages. Also included is information on your company's state unemployment rate and limit. You can also use this screen to specify whether the pay rate should be included on the paycheck or payment advice when the employee’s SUTA state matches the screen State.
Load the existing table when the system is initialized, and modify these tables whenever they become outdated, per State publications and the Tax Tables updates. These tables must be current before your first payroll of the new Calendar (Payroll) Year is processed. To modify information for a payroll year that already exists, highlight the applicable field and type in the new data. To add information for a payroll year that does not exist, select the New Line button on the toolbar and enter applicable information. Refer to the Tax Tables documentation if you withhold on a state that has "Miscellaneous" filing status for status descriptions. If a state requires pay rates on a non-exempt employee’s paystub, select the Include Pay Rate on Paychecks and Advices checkbox before printing checks in the Print/Reprint Paychecks screen or printing advices in the Print/Reprint Payment Advices screen.
Enter, or use Lookup to select, the two-character State ID that identifies the state. State IDs in this field are validated against Costpoint's State table. The state name associated with the entered state ID code also displays.
Select this checkbox if the State requires that the pay rate be included on the paystub. If you select this checkbox, a non-exempt employee's pay rate(s) will be included on his paystub if the State matches his SUTA State. If the employee has an FLSA status of "Non-exempt" and this checkbox is selected for the employee’s SUTA state, the Print/Reprint Paychecks and Print/Reprint Payment Advices screens will print a breakdown of the pay type, hours, and hourly rate on the paystub. If you do not select this checkbox, no pay rates will be included on paystubs when the SUTA State matches the State.
Enter the rate for calculating state withholding tax when the state for which the tax needs to be calculated is not set up for an employee in the Employee Taxes screen in People\Employee\Employee Payroll Setup.
Enter, or use Lookup to select, the general ledger account to be used for the employee's state withholding amount. The organization at the Balance Sheet Level for the employee's home organization is used, and validation from the G/L for account and organization linkage will be performed when posting the payroll journal (see the Define Org Structures screen in Costpoint General Ledger).
Enter, or use Lookup to select, the general ledger account to be used for the employer's state unemployment accrual amounts. The organization at the Balance Sheet Level (see the Define Org Structures screen in Costpoint General Ledger) for the employee's home organization is used, and validation from the G/L for account and organization linkage will be performed when posting the payroll journal.
Enter, or use Lookup to select, the general ledger account to be used for the employer's state unemployment expense amount. The home organization of the employee is used, and validation from the G/L for account and organization linkage will be performed when posting the payroll journal.
Enter, or use Lookup to select, the SUTA Expense Account number to be used for Direct Charge of Employer Fringes. This field will be enabled when you select the Direct Charge Employer Fringes checkbox in the Direct Charge Options subtask of the Payroll Settings screen, and all fields (except SUTA) in the Direct Charge Employer Fringe group box are populated. This field is disabled if you do not select the Accrue by State checkbox, and the Accrual and Expense fields are populated in Costpoint Payroll Settings.
Enter the date that the tax becomes effective. The Costpoint format for date is MM/DD/YYYY. Pay Periods having a pay cycle end date the same as, or later than, the Effective Date will use the related tax table rates.
Enter the unemployment limit that is in effect as of the effective date of this table. If you have installed the state tables that Deltek supplies, you can select Query from the toolbar and view the data that has been provided for this state.
Enter the appropriate state unemployment rate that has been assigned to you from this state. Enter a rate only for those states that require you to pay unemployment taxes. You can enter up to six positions to the right of the decimal. This information is used when making payroll tax accruals in the Payroll Journal each pay period, and at the end of each quarter in the Payroll Quarterly report.
Enter the state tax withholding percentage that should be used for supplemental earnings (bonus paychecks).
Enter "G" if the state tax table is computed based on gross pay, or "F" if it is computed on employee's Federal Tax withheld. If this state does not have an income tax, leave this field blank.
If this state allows a credit against the state withholding tax liability based upon Federal Taxes withheld, enter the maximum amount (the limit) of the credit here.
If this state allows a credit against the state withholding tax liability based upon FICA Taxes withheld, enter the maximum amount (the limit) of the credit here.
Enter the state's exemption allowance (used as a deduction from income) for "Married" status. The state exemption allowance is used in the computation of the amount of state income tax withheld from each employee's paycheck.
Enter the state's exemption allowance (used as a deduction from income) for "Single" status. The state exemption allowance is used in the computation of the amount of state income tax withheld from each employee's paycheck.
Enter the state's exemption allowance (used as a deduction from income) for any status that is not classified as married or single. The state exemption allowance is used in the computation of the amount of state income tax withheld from each employee's paycheck.
If the state allows a credit (reduction in the tax) based upon the number of dependents, enter the credit amount here.
If the state allows a credit (reduction in the tax) based upon the number of credits claimed, enter the credit amount here.
For example, California allows this credit amount, and the amount of the credit is updated every year.
Select this pushbutton to open the Tax ID/Ref No/Vendor Info subtask for the current record.
Changes to this screen update the following tables:
State Tax Information - PR_STATE_TAX_INFO
State Tax Header - PR_STATE_TAX_HS