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Setting Up PR State Information

PR State Information sets up every state where employees work. Enter the state code from HQ States, the state income-tax deduction (Tax Dedn may be blank when the state has no income tax), the SUTA unemployment liability from PR Deductions and Liabilities, calculation options for posted vs resident tax, and any additional state-based Deduction/Liability codes.

Before you start​

  • HQ States codes exist for every state you process.
  • State income-tax and SUTA Deduction/Liability codes exist in PR Deductions/Liabilities (Calculation Category State as appropriate).
  • PR Company Parameters State/Local defaults are understood (job / office / employee fallback).
  • PR Federal Info is configured when federal codes are already in use.

Steps​

Core state tax and unemployment​

  1. Open PR State Information.
  2. Enter the State code (from HQ States). Add a row for every employee-worked state.
  3. Set Tax Dedn to the state income-tax deduction code (F4). Leave blank only when the state has no income tax.
  4. Set SUTA Liability to a valid state-unemployment liability from PR Deductions/Liabilities (F4).
  5. Enter Tax ID#. Unemployment ID# defaults to Tax ID#; enter a separate unemployment ID when the state requires one.

Calculate Tax Option and subject earnings​

  1. Set Calculate Tax Option:
    • Posted Only: tax for the posted (work) state only.
    • Full Tax for Both Posted and Resident when No Reciprocity: full tax for both states when there is no reciprocity.
    • Both with Difference to Resident: both states, with the difference applied to the resident state.
  2. When using Both with Difference to Resident, enable Accumulate Subject Earnings in Resident State so nonresident-state earnings are included in resident-state subject earnings as required.

Accumulate with SUTA Liability​

  1. Set Accumulate with SUTA Liability to Hours Worked, Weeks Worked, or None.
  2. Weeks Worked accrue only for employees posted to Pay Seq #1. Plan multi-sequence payrolls accordingly.

Additional State Based Dedns/Liabs​

  1. On the additional state-based Dedns/Liabs grid, enter DL Code rows for other Deduction/Liability codes that calculate with this state.
  2. Set Based On to T (income-tax-subject) or U (unemployment-subject).
  3. Always calc for resident: for state-based deduction codes, forces calculation for residents who work in another state. Required for Oregon statewide transit-tax deduction codes.
  4. New Mexico workers-comp: DL Code 1 and 2 entries must also appear on this additional state-based grid (not only on other forms).

State reporting fields​

  1. Complete reporting fields your state filings need (Contact, Phone/Ext., Email, Transmitter ID#, Establishment ID#, C-3 Data, Suffix Code, Tax Type, Taxing Entity, Document Control ID#, Plant, Branch, State Control #, State ID#, Unit ID#, County, Out of County, Local Codes 1-3, and similar). Enter only what your Aatrix / state e-file process requires; do not invent values.

Notes​