State Unemployment Insurance Worksheet General Tab

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.
W-2 Year	Select the Form W-2 year for which you want to generate the report.
W-2 Quarter	Select the Form W-2 quarter for which you want to generate the report.
Include Current Period	To also include payroll data from the current accounting period, select Include Current Period.
Employee Sort	Select the sort order for the employees included in the report: Number — Sort by employee number. Last Name — Sort by employee last name.
Wage Base	Enter the annual wages for each employee 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 Locale Gross Pay	Select this check box if you want the Gross Pay column to display gross pay for the locale you select in State. 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 Employee Info Center.
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.