Understanding SUTA in PrismHR. Cheryl Petlichkoff Director of Implementation Robert Clarke Sr. Implementation Consultant

Transcription

1 Understanding SUTA in PrismHR Cheryl Petlichkoff Director of Implementation Robert Clarke Sr. Implementation Consultant

2 SUTA Reporting PEO Reporting Client Reporting PEO Rate/Client Reporting PEO Reporting/Client Rate PEO & Client Reporting Utilities 2

3 PEO Reporting System Change State Rules Example of a PEO Reporting State 3

4 PEO Reporting Employer Change Employer Tax Rates (SUTA) Example of Employer SUTA Rate PEO Rates 4

5 PEO Reporting Client Change Client Details Tax Example of Client Details SUTA Tax ID setup 5

6 Running SUTA Reports PEO Reporting SUTA Reports Employer Administration > Reports > Tax Reports > Employer Tax Register Reports Tax Register Detail Report Tax Register Summary Report 6

7 Client Reporting System Change State Rules Example of a Client Reporting State 7

8 Client Reporting OR Client Change Client Details Tax Add in Client Reporting Start and End Dates turns on SUTA Client Reporting for selected Client 8

9 Client Reporting OR Employer Change Employer Details (State Tax Panel) Turn on SUTA Client Reporting for selected Employer 9

10 Client Reporting Client Change State Tax Rates (SUTA) For Clients with Client Reporting States using the SUTA rate at the Client level 10

11 Client Reporting Client Change State Tax Rates (SUTA) For Clients with Client Reporting States using the SUTA rate at the Client level 11

12 Client Reporting Client Reporting SUTA Reports Employer Administration > Reports > Tax Reports > Client Tax Register Reports Client Tax Register Detail Report Client Tax Register Summary Report 12

13 PEO SUTA Rate/PEO & Client Reporting System Change State Rules Example of PEO Reporting State but reported by Client 13

14 PEO SUTA Rate/PEO & Client Reporting Employer Change Employer Tax Rates (SUTA) Example of Employer SUTA Rate PEO Rates 14

15 PEO SUTA Rate/PEO & Client Reporting Client Change Client Details Tax Example of Client Details SUTA Tax ID setup 15

16 PEO SUTA Rate/PEO & Client Reporting Client Reporting SUTA Reports Employer Administration > Reports > Tax Reports > Client Tax Register Reports Client Tax Register Detail Report Client Tax Register Summary Report 16

17 PEO SUTA Rate/PEO & Client Reporting PEO Reporting SUTA Reports Employer Administration > Reports > Tax Reports > Employer Tax Register Reports Tax Register Detail Report Tax Register Summary Report 17

18 PEO Reporting/Client Rate System Change State Rules Example of PEO Reporting State and use Client SUTA Rate 18

19 PEO Reporting/Client Rate Client Change Client Details Tax Example of Client Details SUTA Tax ID setup 19

20 PEO Reporting/Client Rate Client Change State Tax Rates (SUTA) For Clients with Client Reporting States using the SUTA rate at the Client level 20

21 PEO Reporting/Client Rate Client Change State Tax Rates (SUTA) For Clients with Client Reporting States using the SUTA rate at the Client level 21

22 PEO Reporting/Client Rate PEO Reporting SUTA Reports Employer Administration > Reports > Tax Reports > Employer Tax Register Reports Tax Register Detail Report Tax Register Summary Report 22

23 Changing the SUTA Flag Change SUTA Flag on Vouchers (PEO/Client) Employer Administration > Process > Utility Processing > Change SUTA Flag on Vouchers (PEO/Client) 23

24 Changing the SUTA Flag Employer Administration > Process > Utility Processing > Change SUTA Flag on Vouchers (PEO/Client) Enter the Tax Code(s) for vouchers to be changed 24

25 Changing the SUTA Flag C Client Reporting P PEO Reporting 25

26 Changing the SUTA Flag Blank C Force Client SUI Reporting Only A Auto assigns SUI based on current setup 26

27 Changing the SUTA Flag Enter a Starting date and an Ending date for the change 27

28 Changing the SUTA Flag Enter a Employer ID if needed (optional) 28

29 Changing the SUTA Flag Enter a Client ID if needed (optional) 29

30 Changing the SUTA Flag Enter an Override Service Type (optional) 30

31 Changing the SUTA Flag Enter an Employee ID (optional) 31

32 Changing the SUTA Flag Click on F2-Change Vouchers 32

33 Changing the SUTA Flag Company Processing > Process > Payroll Special Processing > Rebuild Company Registers When the process is complete a dialog box opens indicating the number of vouchers changed for the tax code listed and that tax registers need to be rebuilt Once Tax Registers are rebuilt, run tax reports to verify the accuracy of the change 33

34 Recalculating Employer SUTA Taxes Recalculating SUTA (Employer) System Administration > Process > Utility Processing > Tax Utilities > Recalculate Taxes In Vouchers > Recalculate SUTA Taxable In Vouchers > Employer SUTA or FUTA 34

35 Recalculating Employer SUTA Taxes System Administration > Process > Utility Processing > Tax Utilities > Recalculate Taxes In Vouchers > Recalculate SUTA Taxable In Vouchers > Employer SUTA or FUTA Enter the Employer ID 35

36 Recalculating Employer SUTA Taxes Enter the Tax Code to Recalculate 36

37 Recalculating Employer SUTA Taxes Enter Starting and Ending Dates 37

38 Recalculating Employer SUTA Taxes Enter the Taxable Wage Limit for the State 38

39 Recalculating Employer SUTA Taxes Choose whether you want to Update the vouchers or generate adjustment vouchers 39

40 Recalculating Employer SUTA Taxes If you choose to Update then the adjustment section is not available 40

41 Recalculating Employer SUTA Taxes Enter Y to Update the Tax or N to not Update the Tax 41

42 Recalculating Employer SUTA Taxes Entering a State Code here will limit the selection of vouchers with the accrued SUTA Tax for that State 42

43 Recalculating Employer SUTA Taxes Click on F-2 Run to generate the Recalculation 43

44 Recalculating Client SUTA Taxes Recalculating SUTA (Client) System Administration > Process > Utility Processing > Tax Utilities > Recalculate Taxes In Vouchers > Recalculate SUTA Taxable In Vouchers > Client SUTA 44

45 Recalculating Client SUTA Taxes System Administration > Process > Utility Processing > Tax Utilities > Recalculate Taxes In Vouchers > Recalculate SUTA Taxable In Vouchers > Client SUTA Enter the Company Number 45

46 Recalculating Client SUTA Taxes Enter the State Tax Code (State Tax ID) 46

47 Recalculating Client SUTA Taxes Enter the Starting and Ending Date Range 47

48 Recalculating Client SUTA Taxes Enter the State s Taxable Wage Limit 48

49 Recalculating Client SUTA Taxes Choose whether you want to Update the vouchers or generate adjustment vouchers 49

50 Recalculating Client SUTA Taxes If you choose to Update then the adjustment section is not available 50

51 Recalculating Client SUTA Taxes Next choose if you want to Update Tax, Y es or N o 51

52 Recalculating Client SUTA Taxes Click on F-2 Run to generate the Recalculation 52

53 Updating Tax Registers Global Tax Registers for a tax year (DO NOT RUN WITHOUT ADVISEMENT FROM PRISMHR) Client Rebuild for a single client by year 53

54 Updating Tax Registers 54

55 Updating Tax Registers Global - Rebuild Tax Registers for a Tax Year DO NOT RUN WITHOUT ADVISEMENT FROM PRISMHR Employer Administration > Process > Utility Processing > Rebuild Tax Registers for a Tax Year 55

56 Updating Tax Registers Client - Rebuild Company Registers Company Processing > Process > Payroll Special Processing > Rebuild Company Registers * 56

57 Updating Tax Registers Client - Rebuild Company Registers Company Processing > Process > Payroll Special Processing > Rebuild Company Registers 57

58 Updating Tax Registers Client - Rebuild Company Registers Company Processing > Process > Payroll Special Processing > Rebuild Company Registers 58

59 Updating Tax Registers Client - Rebuild Company Registers Company Processing > Process > Payroll Special Processing > Rebuild Company Registers 59

60 Updating Tax Registers Client - Rebuild Company Registers Company Processing > Process > Payroll Special Processing > Rebuild Company Registers 60

61 Click Take Survey to provide feedback on this session Q & A Take Survey 61