Program Description
This report can be found on the Payroll Reports Tax Reports menu (PAY-4-3-3). Based on the definition found in the Company File, the report either includes or excludes the deduction amount of cafeteria, 401K or deduction 10 in the taxable gross wages when calculating the State Unemployment tax amount. This report prints the federal gross taxable and state gross taxable amount that is used in the calculation of the UC tax. There is no input screen. It prints immediately after the printer selection is made.
Results
The following fields are described below:
EMP #
This is the employee number from the EMPLD file.
EMPLOYEE NAME
This is the employee name from the EMPLD file.
SOC SEC NUM
This is the social Security number from the EMPLD file.
FEDERAL YR-TO-DATE
Employee YTD gross minus YTD café withholding.
FEDERAL QTR-TO-DATE
Employee QTD gross minus QTD café withholding.
STATE YR-TO-DATE
Employee YTD gross minus (YTD 401k (if taxable) + YTD café (if taxable) + YTD deduction #22 (if taxable))
STATE QTR-TO-DATE
Employee QTD gross minus (QTD 401k (if taxable) + QTD café (if taxable) + QTD eduction #22 (if taxable))
QTD FED EXCESS
Calculation for the federal QTD unemployment excess amount.
YTD Gross – YTD café – Fed Limit (fed tax file). If that is < 0, let it equal 0.
If (YTD Gross – YTD café withholding) – (QTD gross – QTD café withholding) is greater than or equal to the federal limit (federal tax file), let federal excess equal QTD gross – QTD café withholding.
QTD ST EXCESS
Calculation for the state QTD unemployment excess amount.
YTD gross – YTD café (if taxable) – YTD 401k (if taxable) – YTD deduction #22 (if taxable) – State limit (State tax file). If that is less than 0, let the excess equal 0.
If (YTD Gross – YTD café (if taxable) – YTD 401k (if taxable) – YTD deduction #22 (if taxable)) is greater than or equal to the state limit (state tax file) AND beginning quarter figure (YTD gross – YTD café (if taxable) – YTD 401k (if taxable) – YTD deduction #22 (if taxable)) – (QTD gross – QTD café (if taxable) – QTD 401k (if taxable) – QTD deduction #22 (if taxable)) is greater than or equal to state limit, let the excess equal QTD gross – QTD 401k (if taxable) – QTD café (if taxable) - QTD deduction #22 (if taxable)
Montana State prints the QTD city withholding (from EMPLD) to the right of excess.
REPORT TOTALS
STATE UC TAX TO BE PAID
QTD figure = QTD gross – (QTD café (if taxable) + QTD 401k (if taxable) + QTD deduction #22 (if taxable))
A equals:
If YTD gross – (YTD café (if taxable) + YTD 401k (if taxable) + YTD deduction #22 (if taxable)) is greater than the state limit AND if the beginning of the quarter total ( YTD gross – QTD figure) - (QTD figure) us greater than or equal to the state limit, the tax amount equals zero.
OR
If the YTD gross – (YTD café (if taxable) + YTD 401k (if taxable) + YTD deduction #22 (if taxable) is greater than the state limit and if the beginning quarter totals ((YTD gross minus the QTD figure) – (QTD figure)) is less than the state limit, the tax amount equals the QTD gross minus the about figures – (YTD gross minus the above taxable figures minus the state limit).
A = state unemployment percent from the company file.
TOTAL FEDERAL (FUTA) TAX
QTD figure = QTD gross – QTD café (if taxable)
A equals:
If YTD gross – YTD café (if taxable) is greater than the state limit AND if the beginning of the quarter total ( YTD gross – QTD figure) - (QTD figure) us greater than or equal to the state limit, the tax amount equals zero.
OR
If the YTD gross – YTD café (if taxable) is greater than the state limit and if the beginning quarter totals ((YTD gross minus the QTD figure) – (QTD figure)) is less than the state limit, the tax amount equals the QTD gross minus the about figures – (YTD gross minus the above taxable figures minus the state limit).
A = federal unemployment percent from the company file.