Payroll Taxes Window with the Updated Tax Engine

When you start the implementation with the updated tax engine the Payroll Taxes window changes with the phases. This page includes the details of these changes and other relevant information.

Phase 1

In the first phase the Payroll Taxes window displays an additional Tax Codes tab. This tab displays a grid of mapped taxes. This is the updated tax engine value. The Employer Tax check box is checked if this is an employer based tax.

Note: The Tax Codes tab is only displayed once taxes are mapped.

Also, with this phase the Tax Type field is displayed under the Description field. This is the updated tax engine value.

Phase 2

In phase 2 a Rates tab may be displayed. This tab contains the various fields available and/or required for the updated tax engine, based on the tax type. It also is where you would mark a rate Employer Exempt.

Licensed

Status and Rates/Reciprocities Tab Removed

Once your database is licensed with the updated tax engine we remove the Status and Rates tab and the Reciprocities tab. With the updated tax engine, the information that was on the Status and Rates tab is now on the Rates tab and the reciprocity information is held in the calculation processing behind the scenes.

Apply Tax Update Button Removed

Also, the Apply Tax Update button is removed from the header since the updated tax engines calculations automatically update to WinTeam.

General Tab updates

On the General tab the In Drop Down Lists check box, Employee/Employer Pct Share fields, and the Properties section are removed, as these fields are no longer applicable with the updated tax engine.

Tax Type Codes and definitions

The following table includes the available Tax Type abbreviations (on the General tab), the definitions to them and the applicable states (if appropriate).

Tax Type	Definition	State(s)
City	City tax
County	County tax
DAF	Development Assessment Fee	Kentucky
EHT	Employer head tax
EIT	Earned income tax	Pennsylvania
EMAC	Employer Medical Assistance Contributions	Massachusetts
EMACS	Employer Medical Assistance Contribution Supplement	Massachusetts
FICA	Federal insurance contributions act (Social Security)
FIT	Federal withholding
FLI	Family Leave Insurance
FUTA	Federal unemployment tax act
JEDD	Joint Economic Development District/Joint Economic Development Zone (JEDZ)	Ohio
LST	Local services tax	Pennsylvania
Medicare	Medicare
MHT	Mental health tax	Kentucky
OLF	Occupational license fee	Kentucky
OLTS	Occupational license tax for schools	Kentucky
POP	Employer percentage of payroll
School	School district tax
SDI	State disability insurance
SIT	State income tax
SUI	State unemployment insurance
SUTA	State unemployment tax act
SUTA_SC	State unemployment tax act surcharge
Transit	Employer transportation tax	Oregon
WC	Worker's compensation

Tax Type Rates/Overrides/Exemptions

The fields displayed/available on the Rates tab are based on the Tax Type and State Code values. The table below outlines the appropriate field requirements for each Tax Type.

Government Type	Tax Type	Tax Rates By Window	Employee Hourly Rate	Employee Override Rate	Override Wage Base	Employer Rate/Hourly Rate	Employer Override Rate	Exempt	Notes
Federal	FIT	N/A						Set on Employee Master File. Employee only.
FICA	FICA	N/A						Set on Employee Master File. If employee is, then employer is as well.
Medicare	Medicare	N/A						Set on Employee Master File. If employee is, then employer is as well.
State	SIT	N/A						Set on Employee Master File. Employee only.
FUTA	FUTA	Yes	N/A	N/A	N/A	Required	N/A	N/A
State UC	SUTA	Yes	N/A	N/A	Optional	Required	N/A	N/A	The Override Wage Base is optional. Note - certain states may not allow the wage base to be overridden based on set rules.
City	City	N/A						Set on Employee Master File. Employee only (limitations based on state).
County/School District	County, School, etc.	N/A						Set on Employee Master File. Employee only (limitations based on state).
Disability/AK	SUI	Yes	N/A	Optional	Optional	N/A	N/A	Set on Employee Master File. Employee only.	The Override Wage Base is required if there is an Employee Override Rate set and vice Versa.
Disability/CA	SDI	Yes	N/A	Optional	Optional	N/A	N/A	Set on Employee Master File. Employee only.	The Override Wage Base is required if there is an Employee Override Rate set and vice versa.
Disability/DC	FLI	Yes	N/A	N/A	N/A	N/A	N/A	N/A
Disability/HI	SDI	Yes	N/A	Optional (used only if Premium Cost is set).		Premium Cost (not required).	N/A	Set on Employee Master File. Employee only.
Disability/MA	EMAC EMACS	Yes	N/A	N/A	Optional	N/A	Optional	Yes Employer only.	EMACS is ending on 12/31/19
Disability/MA	FLI	Yes	N/A	N/A	N/A	Optional - Employer Elected Family Leave Percentage.	N/A	Yes Employer can be exempt if they have less than 25 employees. Employee set on Employee Master File.	The Employer Elected Medical Leave Percentage, if entered, must be greater than 60% since the employer is already required to pay 60% of the tax.
Disability/MA	FLI	Yes	N/A	N/A	N/A	Optional - Employer Elected Family Leave Percentage.	N/A	Employee - set on Employee Master File	By default, this is all employee paid. However, the employer can opt to pay a portion or all by entering an Employer Elected Family Leave Percentage.
Disability/NJ	FLI	Yes	N/A	Optional	Optional	N/A	N/A	Set on Employee Master File. Employee only.	Private Plan number can also be entered here, but is not required.
Disability/NJ	ER_SDI	Yes	N/A	N/A	N/A	Required	N/A	If employee is, then employer is set too.	Has Private Plan option. If selected, field values are removed, and the employer is marked as exempt. Private Plan Number can also be entered her, but is not required.
Disability/NJ	SDI	Yes	N/A	Optional	Optional	N/A	N/A	Set on Employee Master File. If employee is set, then employer is set too.	The Override Wage Base is required if there is an Employee Override Rate set and vice versa.
Disability/NJ	SUI	Yes	N/A	N/A	N/A	N/A	N/A	Set on Employee Master File. Employee only.
Disability/NJ	SUTA_SC	Yes	N/A	N/A	N/A	N/A	Optional	Yes. Employer only.
Disability/NM	WC	Yes	N/A	N/A	N/A	N/A	N/A	Set on Employee Master File.
Disability/NM	EHT	Yes	N/A	N/A	N/A	N/A	N/A	Yes. Employer only.
Disability/NY	SDI	Yes	N/A	Optional	N/A	N/A	N/A	Set on Employee Master File. Employee only.
Disability/NY	FLI	Yes	N/A	Optional	Optional	N/A	N/A	Set on Employee Master File. Employee only.
Disability/OR	WC	Yes	N/A	N/A	N/A	N/A	N/A	Set on Employee Master File. If employee, then add employer too.
Disability/PA	SUI	Yes	N/A	Optional	N/A	N/A	N/A	Set on Employee Master File. Employee only.
Disability/PR	SDI	Yes	N/A	Optional	Optional	N/A	Optional	Set on Employee Master File. If employee, then add employer too.
Disability/RI	SDI	Yes	N/A	Optional	Optional	N/A	N/A	Set on Employee Master File. Employee only.
Disability/WA	SDI (L&I)	Yes	Required	N/A	N/A	Required	N/A	Set on Employee Master File. If employee, then add employer too.	The Employee and employer hourly rates are entered as amounts and not percentages.
Disability/WA	FLI	Yes	N/A	N/A	N/A	N/A	Optional - employer elected percentage.	Yes Employer can be exempt if less than 50 employees. Employee – set on Employee Master File.	If the Employer Elected Percentage is set, then that percentage of the employee portion will be paid by the employer.
Disability/WY	WC	Yes	N/A	N/A	N/A	Required	N/A	Yes. Employer only.
City DE (Business License Fee) CO (OPT)	EHT	Yes	N/A	N/A	N/A	N/A	N/A	Yes. Employer only
City NY (counties) MO (St. Louis) NJ (Newark) PA (Pittsburgh)	POP	Yes	N/A	N/A	N/A	N/A	N/A	Yes. Employer only	Only Subject and Gross Wages are returned. No taxes are calculated.

Table Key

Government Type – Indicates the original WinTeam value.
Tax Type – Indicates the updated Tax Engine value.
Tax Rates window – Indicates if this Tax Type uses the Tax Rates window to setup additional information.
- Yes - Additional setup may be needed
- N/A - No setup is required/used (the updated tax engine has all needed information for the tax)
Employee Hourly Rate – Indicates if the hourly rate for the employee portion of tax must be set (This only applies to Washington L&I and is required).
Employee Override Rate – Indicates if an override rate can be used for the employee portion of the tax instead of using the default agency values. The Override Wage Base must also be set if the Employee Override Rate is set and vice versa.
Override Wage Base – Indicates if an override wage base can be used for the employer/employee portion of the tax instead of using the default agency values. The Override Wage Base should be equal to or less than the agency/jurisdiction required amount.
Employer Rate/Hourly Rate – Indicates if this is a required field for taxes that are employer paid. For Washington L&I, this is an hourly rate instead of a percentage.
Premium Cost – Optional, applicable only to HI SDI.
Employer Elected Family/Medical Leave Percentage – Optional, applicable only to MA PFML.
Employer Elected Percentage – Optional, applicable only to WA PFML.
Employer Override Rate – Indicates if an override rate can be used for the employer portion of the tax instead of using the default agency values.
Exempt – Indicates if the employee or employer can be exempt from this tax and where it is setup. Employee exemption is set on the Employee Master File and the employer exemption is set on the Tax Rates window.