Use the General tab to select report options for the State Unemployment Insurance Worksheet and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
Reporting Period
| Field | Description |
|---|
| W-2 Year
|
Select the W-2 year for which you want to generate the report.
|
| W-2 Quarter
|
Select the W-2 quarter for which you want to generate the report.
|
| Include Current Period
|
Select this option to include payroll data from the current accounting period, as well.
|
Calculations
| Field | Description |
|---|
| Wage Base
|
Enter the annual wages that are subject to State Unemployment Insurance tax.
|
| Percentage
|
Enter the State Unemployment Tax percentage to apply to the taxable wages.
|
| State
|
Select the state, other tax locale, or SUI contribution for which to generate the State Unemployment Insurance Worksheet. If you select an SUI contribution, the amounts on the worksheet come from the amounts associated with the contribution rather than from state withholding.
|
| Calculate Gross Pay by Code
|
Select this option if you want the
Gross Pay column to display gross pay for the locale that you select in the
State field. If you do not select this check box, gross pay amounts are totals for all locales. This option enables you to see gross pay for just one state or locale when you have employees that have multiple states or locales listed in the
State/Local/Tax Jurisdictions grid on the Payroll tab of the Employees hub.
|
Employee Sort
| Field | Description |
|---|
| Number
|
Select this option to sort the report contents by employee number.
|
| Last Name
|
Select this option to sort the report contents by employee last name.
|
Exclusions
| Field | Description |
|---|
| Exclude 401(k) Contributions
|
Select this check box to exclude 401(k) contributions from the wages subject to the tax.
|
| Exclude 125/Cafeteria Contributions
|
Select this check box to exclude 125/Cafeteria contributions from the wages subject to the tax.
|
| Exclude Additional Deductions
|
If you select a state in
State, select this check box to exclude additional deductions and "other pay" amounts from the wages subject to the tax.
|
| Exclude Bonus
|
Select this check box if you do not want the report to include bonus pay.
|
| Exclude Adjustment
|
Select this check box if you do not want the report to include payroll adjustments.
|
