Costpoint Online Help

Contents of the Create Quarterly SUTA Tax File Screen

Use the fields and options to configure the Create Quarterly SUTA Tax File screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Select

Use this group box to select the taxable entity and the date range for which you wish to print the report.

Field Description
Taxable Entity

Enter, or click to select, the taxable entity for which you want to generate the SUTA file.

Payroll Year

Enter the four-digit payroll year for which you want to create the quarterly SUTA file.

Quarter

Select the quarter for which you want to create the SUTA quarterly file.

State

Enter, or click to select, the state for which you want to create the SUTA quarterly file. A message will display if your state is not supported.

Options

Field Description
File Name

Use this field to specify the name of the Quarterly SUTA Tax File. Every time you create the Quarterly Tax File, a new file is written.

You must use the following file naming convention if you are creating a SUTA tax file for the state of Connecticut:

  • If you are submitting a test file, then start with the quarter (1, 2, 3, or 4) and a two-digit year (for example, 17 for 2017) followed by letter "t". Thus, a file named “117t9999999” will designate test file for 1st quarter 2017 for registration 99-999-99.
  • If you are submitting an original file, then start with the quarter (1, 2, 3 or 4) and a two-digit year (for example, 17 for 2017) followed by a letter identifying this as a first, second, or third submission for that quarter (for example, an A designates a first submission) followed by the employer's registration. Thus, a file named "117A9999999" would designate the first submission (A) of the 1st quarter 2017 data (117) for employer 99-999-99.
  • If you are submitting an amended file, then start with the quarter (1, 2, 3, and 4) and a two-digit year (for example, 17 for 2017). Thus, a file named “117R9999999” would designate first quarter 2017 correction for employer 99-999-99.
Overwrite File

Select this check box to overwrite an existing file, if it has the same file name.

File Location
Enter the location of the file you are creating. There are two ways to do this:

  • In the File Location field, enter, or click to select, the alternate file location where you want to store the export file. Alternate file locations are set up on the Manage Alternate File Locations screen.

  • Leave the File Location field blank. When you execute this application, the export file is saved to the Costpoint database. Use the Export Files application to retrieve it and save it to a location on the network.

File Data

Employee Count

Use this group box to enter the number of employees by month that claimed unemployment based on the information in the Selection Ranges group box.

Field Description
Month 1

Enter the number of individuals that claimed unemployment for the first month of the selected quarter.

Month 2

Enter the number of individuals that claimed unemployment for the second month of the selected quarter.

Month 3

Enter the number of individuals that claimed unemployment for the third month of the selected quarter.

Field Description
Computer Manufacturer

Enter the manufacturer of your computer, for example, IBM, Sperry, Compaq. The state government uses this for statistical purposes.

Weeks Worked

This field is currently unavailable.

Include SOC Code / Job Title Select this check box to include the optional SOC Code/Job Title in the report. This field is applicable if you are creating a file for LA (Louisiana).

Amount Due

Use this group box to enter amounts that are due to the applicable states.

Field Description
Report Penalty / Underpayment / Prior Balance

Enter the total previous underpayment amounts (including previously due penalty and interest) that are included on the magnetic media file. This field is enabled if the State is WA (Washington).

Interest

Enter the total interest amount due that is included on the magnetic media file.

Payment Penalty / Remittance

Enter the total penalty amount due that is included on the file. For CT (Connecticut), enter the remittance amount.

Overpayment / Prior Credit

Enter the previous overpayment being applied to the balance due that is included on the magnetic media file. This field is enabled if the State is WA (Washington).

EAF / Rate

Enter the Employment Administration Fund (EAF) Tax Rate or Competitive Skills Scholarship Fund (CSSF) Assessment Rate to be reported in Record T in the electronic file.

This field is applicable if you are creating a file for MT (Montana), WA (Washington), or ME (Maine).

Surcharge / SCUF / UPAF Rate

Enter the unemployment insurance (UI) surcharge rate, the Service Capacity Upgrade Fund (SCUF) rate, or the Unemployment Program Administrative Fund (UPAF) Assessment Rate for the year being reported. This value will be reported in Record T in the electronic file.

This field is applicable if you are creating a file for KY (Kentucky) or ME (Maine).

E-Verify

Field Description
Name

Enter the name of the person who is certifying the use of E-Verify system. This person must be the (1) the individual owner; (2) the corporate president, treasurer, or other principal officer; or (3) a partner or member/managing member.

This field is enabled if state is Florida.

Title

Enter the title of the person who is certifying the use of E-Verify system. This person must be the (1) the individual owner; (2) the corporate president, treasurer, or other principal officer; or (3) a partner or member/managing member.

This field is enabled if state is Florida.

Date

Enter the date of E-Verify system certification.

This field is enabled if state is Florida.

Amendment

Field Description
Amended

Select this check box if you are creating an amended file.

Amended Reason (Florida)
If you are creating an amended file for FL (Florida), from the drop-down list, select the applicable reason code for filing a corrected report. Valid options are:
  • 28 - Response to RTFL041
  • 29 - Response to RTFL06A
  • 30 - Response to RTFL13A
  • 31 - SSN Correction
  • 32 - Out of State Wages
  • 33 - Adding Wages
  • 34 - Decreasing Wages
  • 41 - Employee Name Change
  • 42 - Exempt - Cafeteria Plan
  • 43 - Exempt - Family Employee
  • 44 - Exempt - Student
  • 46 - Owner's Wages
  • 47 - Modify Tips Reported
  • 48 - Modify Educational Wages
  • 49 - Other
  • 56 - Employee Eligibility Certification
Note: The Florida Department of Revenue will only accept amended XML returns starting September 2017. Prior to September 2017, only original files will be accepted.
Original Total Amount

If the amount remitted for this quarterly report was amended, enter the original total amount due.

This field is enabled if the State is WA (Washington).

Create the SUTA Tax File

Click the arrow to the right of and select one of the following options:
  • Create SUTA Tax File: Select this option to create the Quarterly SUTA Tax file.
  • Batch Mode/Create SUTA Tax File: Select this option to schedule when to print the report and create the Quarterly SUTA Tax file.