Change the state unemployment rate for a client
Add or edit a state unemployment rate (SUI/UI) for a client
- Select tab.
- In Edit mode, select the ellipsis next to theUI base ratefield to open theUnemployment ratewindow.
- SelectAddto enter a new unemployment rate, orEditto change the existing rate. Enter the rate as a percentage. For example, if the state form displays .0025, enter.25.importantThe effective date for the rate must be the beginning date of a quarter (1/1, 4/1, 7/1, or 10/1) so that earnings-based reports and payroll forms will match check values. When a new rate is added, the default effective date will be the beginning date of the next quarter, based on the system date.
- SelectEnterto save your changes, then selectDoneto close the window.
- SelectEnterto save your changes to the client.
Process an adjustment for a client
If you processed payroll for the client before entering the new SUI/UI rates, use the following steps to make an adjustment.
- SelectActions, thenProcess Payroll Tax Forms.
- Select the state forms for the clients.
- SelectProcess Adjustments.
- If adjustments are needed, theProcess Liability Adjustmentswindow will open. Leave the checkboxes in theDo Not Createcolumn unmarked.
- SelectProcess. The application creates open liabilities that can be processed as usual.