Importing Tax Codes

State Code

State Withholding Tax. If SUTA is "No," then this must be "Yes." 1 = Yes. Blank or any other value = No.

State Withholding Tax Account ID.

State Unemployment Tax. If WHTAX is "No," then SUTA must be "Yes." 0 = No. Blank or any other value = Yes.

State Unemployment Tax Account ID.

Required if SWT is selected. Must be set up using Maintain>Chart of Accounts Codes.

If SUTA tax is imported, must be either employer or employee paid. Employer paid. 1 = Yes; 0 = No

If SUTA tax is imported, must be either employer or employee paid. Employee paid. 1 = Yes; 0 = No

Required if SUTA is selected and employer paid. Must be set up using Maintain>Chart of Accounts Codes.

Required if SUTA is selected. Must be set up using Maintain>Chart of Accounts Codes.

Maximum subject wages—employee.

Employee rate. Enter 5% as 05 or 5.

Maximum subject wages—employer.

Employer rate. Enter 5% as 05 or 5.

Valid Distribution Methods: AE, CE, and DC. See Table 5.

Required if using a distribution method of DC. Must be a valid code with a distribution type of "B" or "P" (Maintain>Payroll>Distribution Codes).

Valid Calculation Methods: Y or C. See Table 3.

FUTA Override Default Credit Rate. 1 = Yes; 0 = No

Other Tax Code

A (Active), I (Inactive), or D (Discontinued)

Other Tax Title

Aatrix Tax Type, defaults to Local Tax. Other tax types: California State Disability Insurance, New Jersey State Disability Insurance, New Jersey State Private Disability Insurance, New Jersey State Private Family Disability Insurance, New York State Disability Insurance, or Rhode Island State Disability Insurance. NOTE: Additional tax types are available from Aatrix but must be selected using the Maintain>Payroll>Other Taxes form.

Other Tax Employer Tax ID number.

If Other withholding tax is imported, must be either employee and/or employer paid. Employee (LWT) paid. 1 = Yes; 0 = No

Valid Calculation Basis: TE (Taxable Earnings), SW (State Withholding), or FW (Federal Withholding).

Required for employee paid other withholding tax codes. Must be set up using Maintain>Chart of Accounts Codes.

Required for employee paid other withholding tax codes. Valid Calculation Types: Annual Base Tax, Annual Tiered Tax with Cap Option, Base Tax per Period with Minimum Wage Threshold, Percent of Annual Wages with Cap Option, or Percent of Wages with Pay Cycle Cap Option.

If Other withholding tax is imported, must be either employee and/or employer paid. Employer (ERLT) paid. 1 = Yes; 0 = No

Required for employer paid other withholding tax codes. Must be set up using Maintain>Chart of Accounts Codes.

Required for employer paid other withholding tax codes. Must be set up using Maintain>Chart of Accounts Codes.

Other Tax Code

Base Tax. Required if PRLT_LWT_CALCMETHOD is Annual Base Tax, Annual Tiered Tax with Cap Option, or Base Tax per Period with Minimum Wage Threshold.

Percent. Required if PRLT_LWT_CALCMETHOD is Annual Tiered Tax with Cap Option, Percent of Annual Wages with Cap Option, or Percent of Wages with Pay Cycle Cap Option. Enter 5% as 05 or 5.

Taxable Amount Under. Required if PRLT_LWT_CALCMETHOD is Annual Tiered Tax with Cap Option or Percent of Annual Wages with Cap Option.

Exclusion amount. Required if PRLT_LWT_CALCMETHOD is Annual Tiered Tax with Cap Option.

Calculation Methods: Year to Date or Current. Required if PRLT_LWT_CALCMETHOD is Percent of Annual Wages with Cap Option.

Wage Threshold. Required if PRLT_LWT_CALCMETHOD is Base Tax per Period with Minimum Wage Threshold.

Wage Threshold Periods: Calendar Month or Calendar Year. Required if PRLT_LWT_CALCMETHOD is Base Tax per Period with Minimum Wage Threshold.

Pay Cycle: Monthly, Semimonthly, Biweekly, and Weekly. Required if PRLT_LWT_CALCMETHOD is Percent of Wages with Pay Cycle Cap Option.

Other Tax Code

Base Tax. Required if PRLT_ER_CALCMETHOD is Base Tax per Period with Minimum Wage Threshold.

Percent. Required if PRLT_ER_CALCMETHOD is Percent of Annual Wages with Cap Option. Enter 5% as 05 or 5.

Taxable Amount Under. Required if PRLT_ER_CALCMETHOD is Percent of Annual Wages with Cap Option.

Fixed Amount. Required if PRLT_ER_CALCMETHOD is Fixed Amount.

Calculation Methods: Year to Date or Current. Required if PRLT_ER_CALCMETHOD is Percent of Annual Wages with Cap Option.

Wage Threshold. Required if PRLT_ER_CALCMETHOD is Base Tax per Period with Minimum Wage Threshold.

Other Tax Code

Exemptions/Deductions Code. Only available if PRLT_LWT_CALCMETHOD is Annual Tiered Tax with Cap Option or Percent of Annual Wages with Cap Option.

Exemptions/Deductions Code Description