Add reporting units for work locations
Certain states (currently Indiana, Iowa, and Minnesota) require some employers to separate employee wages based on work locations and they assign a reporting unit code for each location. You can enter these reporting unit codes in the
Client Locations
screen. When work locations are assigned to employee records, wages that the employee earns in a particular work location become associated with the assigned reporting unit code and will display appropriately on state withholding forms.Do the following to have state withholding forms separate wages for employees by reporting unit:
- SelectSetupthenClients.
- Select the client you need,Edit, thenLocations.
- In theClient Locationswindow, add work locations if necessary. Otherwise, edit any existing locations as follows.
- In theReporting unitfield, enter the reporting unit code and then save your changes.
- SelectSetupthenEmployees. In the Locations and departments section of the Main tab, use the grid to select the locations/departments that are active for this employee, and then save your changes.
- Enter your payroll checks, specifying how many hours the employee worked for each location, and then process payroll as usual.
- When it's time to process payroll tax forms, you can view the amounts listed for each reporting unit in the Reporting Unit column of the Employee Data tab of theEdit Payroll Tax Formsscreen.
- If the employee works in multiple locations,See Detaildisplays in the Reporting Unit column. Select the ellipsis at the end of the row to open theReporting Unit Wagesscreen, which lists all the reporting units that are applicable to that employee, as well as the Gross SUI and Taxable SUI amounts associated with each reporting unit.
- The application creates an additional tab for each reporting unit number. Select the tabs to show the wages that are to be reported for each reporting unit.
- Either selectProcess Forms, or open theProcess Payroll Tax Formsscreen to continue processing the forms.
