Change the State Unemployment (SUI), OASDI, or State Disability Insurance (SDI) rates

You can manually edit State Unemployment Insurance (SUI), OASDI, or State Disability Insurance (SDI) limits or rates in Sage BusinessWorks.

• Sage BusinessWorks Service Packs include updates to wage base limits and tax rates only. To ensure you’re receiving notification of tax table updates, register for Community Hub notifications.
• To change the wage base limit before the tax table release, go to PR, Taxes, Maintain Tax Tables. 
• SUI rates vary by company, so the system uses the rates set in PR, Taxes, and Activate States.
• The system doesn't update SDI or SUI rates. These rates are company specific and you must manually update these rates.
  
  NOTE:

  Some states refer to the SUI tax as the Reemployment tax.

   

 

Manually update SUI or SDI limits

1. PR, Taxes, Maintain Tax Tables.
2. Select your State. The State will display the SUI or SDI limits.
3. Click Allowances, Limits, and Rates....
4. Enter the limit.
5. Click OK.
6. Select Save.

Manually update SUI or SDI rates

1. Go to PR, Taxes, Activate States.
2. Select your State. The State will display the SUI or SDI limits.
3. Enter the rates as percentages. For example, enter 1.9% as "1.9" (without the quotes).
    TIP:  Before starting your new year, see Prepare your payroll for the new year.
4. Review your General Ledger posting accounts.
5. Click Save.
   

Manually update Federal limits (OASDI, FICA, FUTA)

1. PR, Taxes, Maintain Tax Tables.
2. Select US Federal.
3. Select Allowances, Limits, and Rates....
4. Enter the limit.
5. Click OK.
6. Select Save.

Additional Information

• Sage BusinessWorks calculates percentage-based taxes (OASDI, Medicare, SDI, SUI, and FUTA) on year-to-date taxable pays. See How percentage-based taxes are calculated
• Changing the rate will trigger a larger or smaller calculation of percentage-based taxes, and the system will self-adjust
  • The system won't self-adjust on any employee who has already reached the SUI limit. See Correct SUI calculations after the SUI rate is changed
• If you change the rate mid-year, the system will adjust based on year-to-date totals. To prevent this, see how to disable self-adjusting