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
    .
  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.
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