If you are using our Tax Filing services, please contact support to determine the appropriate Codes needed for tax filing.

• Create Payroll Codes. Setup>Payroll Codes
  • Employee (Withholding)

 

• • If the Employee will have Withholding in one state and Unemployment in another, you will need to have the “Resident” State setup.

• • Employer Tax (if applicable)

• Add new Payroll Codes to Payroll Calc Formulas Lines. Setup>Payroll Calc Formulas>Select Formula>Setup>Lines. (If using “Resident” code, make sure the Formula is “Resident State”.

• Enter State Tax ID’s. Setup>State Tax ID’s.

• If applicable, enter ER Tax Rates and Wage Base Limits for ALL ER Taxes. Periodic Activities>Periodic Processing>Employer Tax Rate / Limit Update
  • Enter the State Abbreviation
  • Select the Employer Tax Code
  • Enter your specific Tax Percent
  • Enter that states Wage Base

• Add GL Posting:
  • Posting Setup>Withholdings/Deductions (Employee Portion)

• • Posting Setup>Employer Taxes (Employer Portions – both debit & credit), if applicable.

• Attach to the Employee Card. Employee>Process>State Withholding Setup
  • Withholding and Unemployment in same state Example (Example Employee 1)

• • Withholding in One State and Unemployment in another. (Example Employee 2)

 

• • • Withholding State
  • 

• • • Unemployment State

• Test calculation to verify it is working properly
  • Results for Example Employee 1

• • Results for Example Employee 2

 

Questions / Resources

If you have questions or comments, please email support@integrity-data.com

If you would like to search for information and resources for Integrity Data products, check out the following sites:

• Knowledge Base: https://www.integrity-data.com/knowledge-base/
• Videos: https://www.integrity-data.com/video-library

Last Review: 9/26/2021 – Revision: 0.0

Applies To: Payroll NOW

Keywords:  States

Categories: Payroll NOW

KB15-023