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 update wage base limits and state payroll tax rates only. They don’t update company‑specific unemployment or disability rates.
• Register for Community Hub notifications to receive alerts about tax table updates.
• The SUI wage limit can vary by company. Verify your limit in PR, Taxes, Maintain Tax Tables before starting a new payroll year. 
  • Service packs update the default wage base limit. If your company uses a non‑default limit, adjust it before processing payroll.
• SUI rates vary by company, the system uses the rates set in PR, Taxes, and Activate States.
  • Manually review and update these rates as you receive notification of a change.
    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 preparing 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.
• 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. You'll need to correct checks with incorrect SUI calculation manually.
• If you change the rate mid-year, the system will adjust based on year-to-date totals. To prevent this, you’ll need to disable self-adjusting.