State Unemployment Insurance Worksheet Options Tab

The Options tab gives you additional control over the data displayed on the State Unemployment Insurance Worksheet report.

Reporting Period

Use these options to display the W-2 year and quarter and last payroll withholding for the posted payroll run.

Field Description
W-2 Year Select the W-2 year for which you want to display year-to-date contribution amounts.
W-2 Quarter Select the W-2 quarter for which you want to display quarter-to-date contribution amounts.
Include Current Period Select this option to include accrual data from the current accounting period.

Exclusions

Use these options to exclude payroll bonuses and adjustments from the report.

Field Description
Exclude Bonuses Select this check box to exclude bonus pay from the wages subject to the tax.
Exclude Adjustments Select this check box to exclude payroll adjustments from the wages subject to the tax.
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.
Include Current Period Select this option to include accrual data from the current accounting period.

Employee Sort

Use the Employee Sort options to specify the sort order for the employees included on the report:
Field Description
Number Select this button to sort by employee number.
Last Name Select this button to sort by employee last name.
Field Description
Code Calculations Code calculations allow you to calculate and track employee withholdings based on an employee's gross wages or the location where work is performed.

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.

Vantagepoint displays these two additional options:

  • Calculate Gross Pay by Code: 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. Select this check box if you want the Gross Pay column to display gross pay for the locale that you select in the Code Calculation field. If you do not select this check box, gross pay amounts are displayed as totals for all locales.
  • Exclude Additional Deductions: Select this option if you want to exclude other types of withholdings from taxable wages.
Wage Base Calculations In this field, enter the annual wages that are subject to State Unemployment Insurance Tax.
Percentage Calculations In this field, enter the State Unemployment Tax percentage to apply to the taxable wages.