New Edit Tax Table - Other Taxes - Field Descriptions

Use the table below for reference when completing the fields on this screen.

Fields/Buttons

Descriptions

Unemployment

Employer G/L liability

For the state tables, enter the General Ledger account code for the employer unemployment insurance. The account entered must be a non-direct cost account. No entry is allowed if the account status is Not Used.

Aatrix tax type

If you are using Aatrix for eFiling tax forms, select the Aatrix electronic tax type code that maps to the Spectrum G/L account code for the employer unemployment insurance in this field.

Note: Aatrix eFiling is only available to hosted customers.

Tax rate

Enter a rate between 0% and 99.9999%.

Annual start

Enter a value between 0 and 999,999.99 at which the tax assessment begins.

Annual limit

Enter a value between 0 and 999,99.99 at which no tax assessment is made.

Limit basis

For County and Local jurisdictions, this option controls whether the Check Calculation uses all County (or Local) ‘subject to’ unemployment earnings or the current jurisdiction only. While the label says ‘This state only’, it applies to ‘This county only’ (or ‘This local only’) depending upon what field it is assigned to in Time Card Entry.

Entity Override button

This button only displays if 'Entity tracking' is enabled in Enterprise Installation and this company is operating in the US and this is not the US tax code. Click this button to open the Entity-Specific Unemployment Rates window and enter the entity-specific employee and employer tax (SUTA) rates here.

SUTA tax ID number

Enter your SUTA tax ID number in this field, if applicable.

Disability insurance

Employee G/L liability

For the state tables, enter the General Ledger account code for the employee portion of the state disability insurance. The account entered must be a non-direct cost account. No entry is allowed if the account status is Not Used.

Aatrix employee tax type

If you are using Aatrix for eFiling tax forms, select the Aatrix electronic tax type code that maps to the Spectrum G/L account code for the employee portion of the state disability insurance in this field.

Note: Aatrix eFiling is only available to hosted customers.

Employer G/L liability

For the state tables, enter the General Ledger account code for the employer portion of the state disability insurance. The account entered must be a non-direct cost account. No entry is allowed if the account status is Not Used.

Aatrix employer tax type

If you are using Aatrix for eFiling tax forms, select the Aatrix electronic tax type code that maps to the Spectrum G/L account code for the employer portion of the state disability insurance in this field.

Note: Aatrix eFiling is only available to hosted customers.

Limit basis

For state tables, select to apply the limit to the specified tax code or all states.

Limit method

  • Select Annual limit if the dollar value entered above is a yearly wage limit.

  • Select Pay cycle limit if the dollar value entered above is an SDI limit per pay cycle.

Employee / Employer calculations and tax limits

Select the calculation type from the available drop-down list and then enter the respective tax rate, start and limit. Entering a "0" in the tax rate field is the same as selecting 'None' in the calculation field.

The tax rate field does not include Federal Medicare.

Entity Override button

This button only displays if 'Entity tracking' is enabled in Enterprise Installation and this company is operating in the US and this is not the US tax code. Click this button to open the Entity-Specific Disability Rates window and enter the entity-specific employee and employer tax rates here.

Social Security and Medicare

These fields only display when the tax code is set to 'US'.

Employee G/L liability

For the US table, enter the General Ledger account code for the employee/employer portion of FICA payable. The account entered must be a non-direct cost account. No entry is required if the account status is Not Used.

Employer G/L liability

For the US table, enter the General Ledger account code for the employee/employer portion of FICA payable. The account entered must be a non-direct cost account. No entry is required if the account status is Not Used.

Medicare rate

Enter the percent to be used in calculating the Medicare assessment.

Total rate (over threshold)

Enter the percent to be used in calculating the additional employee Medicare withholding when income exceeds the threshold amount.

Annual limit

Enter the earnings level after which no Medicare assessment will be made.

Pension Plan

These fields only display when the 'Federal' checkbox is selected and the country is set to Canada in the New/Edit Tax Table - Income Tax tab tab.

Employee G/L liability

For the state tables, enter the General Ledger account code for the employee portion of the state disability insurance. The account entered must be a non-direct cost account. No entry is required if the account status is Not Used.

Employer G/L liability

For the state tables, enter the General Ledger account code for the employer portion of the state disability insurance. The account entered must be a non-direct cost account. No entry is required if the account status is Not Used.

Basic Exemption

Enter the annual basic exemption amount that will be used in determining the SDI 'Subject to' wages during Check Calculation.