Summary
How to set up and update employer state unemployment insurance (SUI) or state disability insurance (SDI) in Sage 50 Accounting.
Resolution
NOTE: These steps are for state unemployment insurance terminology. If configuring state disability insurance, follow the same steps, but substitute SDI for each instance of SUI.
Update formulas with first payroll
- When entering the first payroll of the year, you’ll be prompted to update the user-maintained formulas, including SUI
- This option will only appear once
- If the process is canceled, or otherwise not completed, the formulas will have to be manually updated
- To use this option, click Update formulas now, enter the new rate and/or limit, and then click OK
First-time setup
- Click Maintain, Default Information, Payroll Settings.
- Follow the on-screen instructions to complete the Payroll Setup Wizard.
Note: The State Unemployment Rate is provided by the State Department of Labor to each company. - Once the Payroll Setup Wizard has been completed, click Finish.
- The SUI formula for the current year will now be present in the User-Maintained Formulas table.
Editing existing formula
- Click File, Payroll Formulas, User Maintained.
- From the Formula ID list, select XXSUI ER YY, where XX is the state abbreviation and YY the 2-digit current year (that is, GASUI ER 24).
- Make the needed changes to the Limit or Percent in the Formula field.
- Click Save.
Manually create a formula
-
Update from prior year formula
- Click File, Payroll Formulas, User-Maintained.
- From the Formula ID list, select the prior year's XXSUI ER YY formula, with XX being the state abbreviation and YY being the 2-digit year (for example, GASUI ER 19).
- Change the Formula ID so it has the next number in sequence; for example, if the current ID is GASUI2 ER, change to GASUI3 ER.
- Change the 2-digit year in the Name field; for example, change GASUI ER 23 to GASUI ER 24.
- In the Formula field, edit the Limit and Percent if needed.
- Click Save.
- Close User-Maintained Formulas.
-
Manually create a formula
- Click File, Payroll Formulas, User-Maintained.
- In Formula ID, enter XXSUIER, with XX being the state abbreviation.
- In Name, enter XXSUI ER YY, with XX being the state abbreviation and YY being the 2-digit year.
- Set How do you classify this formula? to Tax.
- Set Tax agency to State.
- Set Select a state to XX.
- Leave Effect on gross pay and Filing status set to Subtracts from gross and All, respectively.
- Check Use this formula as a filter on the Payroll Tax report.
- In Formula, enter
LIMIT = 0.00;
PERCENT = 0.00;
TAXABLE_GROSS = YTD_LIMIT (ADJUSTED_GROSS, LIMIT);
ANSWER = -TAXABLE_GROSS * PERCENT%
replacing the LIMIT and PERCENT with the correct amount and percentage. - Click Save.
- Close User-Maintained Formulas.