Enter, or click to select, the taxable entity ID that you want on this record. This is a required field. You can establish taxable entity information on the Configure Company Information screen. The taxable entity description displays in the field next to its code.

Enter, or click to select, the code for the state to which this record applies. The name of the state displays to the right after this code is entered. The remaining fields in this screen are enabled only if information is required by the respective state. Refer to the section titled Quarterly Magnetic Media for State Unemployment Taxes in the Tax Tables documentation for details on which fields are required by the state.

Enter name of the contact person at your organization who handles the quarterly reporting. This is not a required field; however, if the state that you are setting up requires this information, you must enter it here.

Enter the contact person's phone number in this numeric field. This is not a required field; however, if the state that you are setting up requires this information, you must enter it here.

Enter the contact's extension number in this field. This is not a required field; however, if the state that you are setting up requires this information, you must enter it here.

Enter the contact person's job title. This is not a required field; however, if the state that you are setting up requires this information, you must enter it here.

Enter your organization's state unemployment reporting ID or account number in this field.

Enter a media transmitter/authorization number/suffix code if the state you are setting up requires one.

Enter your provider identification/entity code/prefix code, if required. This is not a required field; however, if the state that you are setting up requires this information, you must enter it here.

Enter your establishment number or coverage group code, if required. This is not a required field; however, if the state that you are setting up requires this information, you must enter it here.

If you are creating a tax file for Washington, enter the employer Unified Business Identifier (UBI) number in this field. The employer UBI number is reported in Record E in the file.

Enter an industry/county code if the state you are setting up requires one.

Enter your remitter number, if required. This is not a required field; however, if the state that you are setting up requires this information, you must enter it here.

Enter the unit number/division location/plant code in this field if your organization is a plant site. This is not a required field; however, if the state that you are setting up requires this information, you must enter it here.

Use this drop-down list to select values as required by the State of California. The selection made here defaults for all employees who are set up with California as their SUTA State on the Manage Employee Taxes screen. If you have employees who do not meet the requirements of this default, you must set up a user-defined label on the Manage Employee User-Defined Labels screen, and, using this label, enter the appropriate employee default code on the Manage Employee User-Defined Information screen. Valid options are:

• A: Employee is covered under the state plan for unemployment insurance.
• J: Employee is covered under the state plan for disability insurance only (exempt from unemployment insurance).
• L: Employee is covered under a voluntary plan for disability insurance only (exempt from unemployment insurance).
• P: Employee is covered for personal income tax withholding purposes only.
• R: Employee claims a religious exemption from paying disability insurance, but is covered under the state plan for unemployment insurance. The employee must file an exemption certificate.
• S: Employee is covered under a state plan for both unemployment insurance and disability insurance.
• U: Employee is covered under a department-approved voluntary plan for disability insurance and the state plan for unemployment insurance.
• None: No current plan code is applicable.

Enter the user-defined label that you have set up that applies to this plan code. The label entered here overrides the default that you selected for any employees that have been assigned this label on the Manage Employee User-Defined Information screen. This field is directly connected with the Default Plan Code drop-down list and applies only to employees who work in the State of California.

Use this drop-down list to select the tax type code that is required for the state of Illinois' magnetic media. This drop-down list is enabled only if the State field is IL. Valid system-defined options are:

• Taxable Employer
• Reimbursable Employer
• None

Use the drop-down list to make a selection. Options are:

• Seasonal Wages: Select this option if you are reporting seasonal wages.
• Non Seasonal Wages: Select this option if this reporting does not contain seasonal wages, as required by the state for which you are entering data.

This is not a required field; however, if this is a requirement of a state for which you are reporting, enter one of the above values here.

Enter the CRS ID Number for this transaction.

Enter the amount of the deduction referenced in this transaction.

Select the method for counting  the number of employees who claimed unemployment.

• System: Select this option to have Costpoint calculate the employee count. If the employee has an earning record in the ERF for the pay period that includes the 12th day of the month, Costpoint includes the employee in the month count. For the quarter count, Costpoint uses the sum of the three month counts.
• Manual: Select this option to manually enter the month count for each month in the quarter using the Create Quarterly SUTA Tax File application.

Use this drop-down list to select the method for the weeks worked for each employee for quarterly magnetic media filing. You can either count the employee’s timesheets within the quarter or manually enter the weeks worked into the Create Quarterly SUTA Tax File application and then pull the data for employee exceptions from the Manage SUTA "Weeks Worked" Override application.

• Weekly Timesheet: elect this option to count weeks worked for the quarter by weekly timesheet. The following list offers details and requirements for this method.
• To count weeks worked for the quarter by timesheet, your employees must enter weekly or daily timesheets.
• For weeks where an employee has been hired or terminated, Costpoint still counts the week as a full work week even if that employee only worked one day in the week.  
• Costpoint includes only weeks where at least one day of the timesheet period (in which the employee’s Employee Earnings timesheet falls) is within the quarter being reported.
• Costpoint does not include timesheets that contain only pay types flagged as Severance, Cost Only, Benefit Reimbursement, Reimbursement – Exclude from Gross Earnings, or Leave Without Pay – Negative.
• Costpoint only includes timesheets with a type of Regular.
• If the sum of the timesheets counted is greater than the actual amount of weeks worked in the quarter, Costpoint instead reports the number of weeks worked for the quarter.
• Costpoint clears and disables the Weeks Worked field and removes the validation.
• Weeks Worked Exception Table: Select this option to manually enter the default in the Weeks Worked field (located in the Create Quarterly SUTA Tax File application). You can manually enter any exceptions for employees from the Manage SUTA "Weeks Worked" Override application.

Use this drop-down list to specify your mode of reporting. The list options include:

• CD
• Cartridge
• Diskette
• Internet
• None