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Set up your client

Change the state unemployment rate for a client

Add or edit a state unemployment rate (SUI/UI) for a client

  1. Select
    Setup
    Clients
    Payroll Taxes
     tab.
  2. In Edit mode, select the ellipsis next to the
    UI base rate
     field to open the
    Unemployment rate
     window.
  3. Select
    Add
     to enter a new unemployment rate, or
    Edit
     to change the existing rate. Enter the rate as a percentage. For example, if the state form displays .0025, enter
    .25
    .
    important
    The 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.
  4. Select
    Enter
     to save your changes, then select
    Done
     to close the window.
  5. Select
    Enter
     to 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.
  1. Select
    Actions
    , then
    Process Payroll Tax Forms
    .
  2. Select the state forms for the clients.
  3. Select
    Process Adjustments
    .
  4. If adjustments are needed, the
    Process Liability Adjustments
     window will open. Leave the checkboxes in the
    Do Not Create
     column unmarked.
  5. Select
    Process
    . The application creates open liabilities that can be processed as usual.

This article applies to:

  • PRODUCT: Accounting CS

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