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Tax Reporting Information Tab

Use this tab to establish SUTA reporting information.

Use this tab if you are using the Create Quarterly SUTA Tax File screen to report quarterly information for the following states:

  • Alaska
  • Arkansas
  • California
  • D.C.
  • Iowa
  • Indiana
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • New Mexico
  • Pennsylvania
  • Virgin Islands
  • Washington
  • Wyoming

Contents

Field Description
Employee

This non-editable field displays the employee ID from the main screen. The employee's name displays in the adjacent, unlabeled field.

Alaska

Field Description
Geographic Code

Enter, or click to select, the geographic code of the employee's primary work site.

Alaska, Indiana, Louisiana, South Carolina

Field Description
Occupational / SOC Code

Enter, or click to select, the occupational code of the employee's occupation.

Arkansas, Indiana

Field Description
Seasonal Employee (Optical) Code

If applicable, enter the seasonal employee designator (optical) code.

California

Field Description
Wage Plan Code

Select the plan code that applies to this employee's unemployment insurance and disability insurance coverage. Valid options are:

Note:

Note to California employers: The wage plan indicates the type of coverage an employee has and is correlated with your State Employer Account Number (SEAN).

Do not leave the Wage Plan Code field blank. If you are unsure which code to select, call the California Employment Development Department (EDD) for assistance.

If an employee lives in California but works in another state, we recommend that you select Covered for Personal Income Tax Only for the employee.

  • UI and DI Covered Under State: The employee is covered under a state plan for both unemployment insurance and disability insurance. This selection is stored in the database as an S.
  • UI Covered Under State and DI Covered Under Voluntary Plan: The employee is covered under a Department-approved voluntary plan for disability insurance and is covered under the state plan for unemployment insurance. This selection is stored in the database as a U.
  • DI Covered Under State & Exempt from UI: The employee is covered under the state plan for disability insurance only and is exempt from unemployment insurance. This selection is stored in the database as a J.
  • Covered Under Voluntary Plan for DI Only: The employee is covered under a voluntary plan for disability insurance only and is exempt from unemployment insurance. This selection is stored in the database as an L.
  • Religious Exemption from DI & UI Covered Under State: The employee is covered under the state plan for unemployment insurance but is exempt from disability insurance. This selection is stored in the database as an R. This selection applies only to:
    • Sole stockholders who claim an exemption under Section 637.1 of the California Unemployment Insurance Code (CUIC).
    • Third-party sick pay recipients who claim an exemption under section 931.5 of the CUIC.
    • Employees who claim a religious exemption under section 2902 of the CUIC. The employee must file an exemption certificate for the religious exemption.
  • Covered Under State Plan for UI (Public Entity Employees Only): The employee is covered under a state plan for unemployment insurance. This applies only to public entity employees. This selection is stored in the database as an A.
  • Covered for Personal Income Tax Only: The employee is covered for personal income tax withholding purposes only. This selection is stored in the database as a P.
  • None: This selection is stored in the database as a N.

D.C., Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Mexico, South Carolina, Washington

Field Description
Owner

Select this check box if the employee is an owner of the company.

Employee/Employer Relationship
  • From the drop-down list, select the value which describes the employee’s relationship to the employer. This value is required for D.C. SUTA quarterly reporting. Valid options are:
  • 0-Worker/Employer: Use this if there is no relationship between the worker and the employer. Most workers will fall into this category.
  • 1-Owner or Officer: Use this code if the worker is also an owner or officer of the business.
  • 2-Spouse of Owner or Officer: Use this code if the worker is a spouse of an owner or officer of the business.
  • 3-Parent/Grandparent of Owner or Officer: Use this code if the worker is a parent or grandparent of an owner or officer of the business.
  • 4-Child of Owner or Officer: Use this code if the worker is a child under 18 years of age of an owner or officer of the business.
  • 5-Sibling of Owner or Officer: Use this code if the worker is a sibling of an owner or officer of the business.
  • 6-Board Member: Use this code if the wages reported are for a board member of the business.

Indiana, Iowa, Massachusetts, Michigan, Minnesota, and New Mexico

If not reporting D.C. SUTA wages for this employee, this field is optional.

Field Description
Worksite Number

Enter the five-digit worksite number. If an employee works multiple worksites during the quarter, enter the worksite location at quarter-end.

Missouri

Field Description
Probationary Employee

Select this check box if the employee was employed no longer than 28 consecutive calendar days on a test or trial basis.

Pennsylvania

Field Description
Resident PSD Code

Enter the Political Subdivision Code assigned to the employee residence.

Work Location PSD Code

Enter the Pennsylvania Political Subdivision Code assigned to this employee's work location.

Wyoming

Field Description
Class Code

From the drop-down list, select the Class Code that applies to an employee. Valid options are:

  • Corporate Officer
  • Inmate Worker
  • Job Training Program Act (JTPA) Worker
  • Partner
  • Sole Proprietor
  • Volunteer
  • Welfare
  • Independent Contractor
  • No Class Code

If an employee is designated a Corporate Officer on the Salary Info tab of the Manage Employee Salary Information screen, the default entry in the Class Code field is Corporate Officer.

Corporate Officer ID

From the drop-down list, select the corporate officer ID that applies to an employee if the employee is assigned a Class Code of Corporate Officer. Valid options are:

  • President
  • Vice President
  • Secretary
  • Treasurer
  • Other
  • None
Coverage Type

From the drop-down list, select the coverage type to which an employee is subject. If an employee is subject to both unemployment and workers' compensation, select Both. Valid options are:

  • Unemployment Only
  • Workers' Comp Only
  • Both
  • None

Virgin Islands

Field Description
U.S. Citizenship

From the drop-down list, select the U.S. citizenship status that applies to the employee. This is used to report the U.S. citizenship status of the employee when reporting Virgin Islands SUTA information. Valid options are:

  • None
  • U.S. citizen
  • Non-citizen with permanent residence ID card issued by USINS
  • Alien holding temporary or indefinite work permit