The Certified report is missing a SDI/SUI tax
Description
Cause

The Design formula for SUI and SDI taxes are specific to the states with SUI and SDI taxes.

Resolution

We resolved this issue in version 25.1.

For versions before 25.1, we've provided a modified version of the PR Certified report. We changed the attached report to include the CTPFL, MAPFL, WAPFL, ORPFL, NYPFL, WALTC, and COPFL taxes in the formulas. See steps to save this report and add it to your Sage 300 CRE menu. We've included this report as a possible solution. The report hasn't been reviewed by QA.

Attachment: PRCertifiedReportWithSUISDIPFLTaxes2.rpt

If you have other taxes to include on this report, use Report Designer to modify the report.

  1. Save the report as a different name.
  2. Go to Tools, Formulas.
  3. Highlight the formula called "Total SUI/SDI" and select the Change button.
  4. Add your tax to the end of the formula.
  5. Use a lookup function to your tax id.
  6. The amount field must come from the Check Tax record.
  7. The EmployeePeriod End Date and Check Sequence fields must come from the Daily Distribution record.
  8. Save the report as another name, for example PR Certified Report-modified.
  9. Add this report to your Reports menu in Payroll.
Steps to duplicate
Related Solutions

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