Set Up Multiple State Withholdings (Example)

From the File menu, select Payroll Formulas, then choose User-Maintained. Sage 50 displays the User-Maintained Payroll Formulas window.
Select your state's SUI ER formula from the list.

For our example, we would select the ILSUI ER 11 formula (where 11 is the current payroll year--2011).
Click the arrow beside the Select a state field. Instead of the field having a specific state (IL) we want to select "All States".

When this SUI formula is used, whatever is in this State requirement field must match what is in the State field of the Withholding Information table in the Maintain Employees/Sales Reps window. When you select All States, Sage 50 will look for all states, ignoring the employee's state withholding setup. This will become clear in a moment.
Save the formula. Click the link in the bottom right of the window: Next Step: Add this formula to Employee Defaults.

The Employee Defaults window should be displayed.
Select the Company Fields tab and locate your SUI_ER payroll field.

If you used the Payroll Setup wizard, it will be the fourth field. The calculation check box is probably selected and possibly using **SUI ER as the formula.
Delete the **SUI ER formula listed and enter or select your state's specific SUI formula. To look it up, right-click in the field and select the formula from the list.

In our example we would delete **SUI ER and enter ILSUI ER as the new tax name.

Because we removed the state requirement from the state SUI ER formula in the previous step, the SUI ER tax will now ignore the employee's state withholding setup and always calculate.

Note: The Payroll Setup wizard sets up **SUI ER so as to mask whatever value that is entered in the State field of the employee's Withholding Information table in the Maintain Employees/Sales Reps window and look for that corresponding state SUI ER formula. For example, if you entered GA in the employee's State field, then the **SUI ER formula mask would look for and only use the GASUI ER calculation. The same is true for the State Employee field. The formula mask of **SIT would only look for and use the GASIT calculation for state withholding.
Click OK. to save the payroll field.

From the Maintain menu, select Employees/Sales Reps. Sage 50 displays the Maintain Employees/Sales Reps window.
Enter or select each employee who lives in the same state in which your company resides. To display a list of existing employees, type ? in the Employee ID field, or click the Lookup button.

For our example, we would select those employees who live in Illinois.

Select the Withholding Info tab and locate the State field in the Withholding Information table. The state code should match your company's state. In our example, it should be IL.
Select the Employer Fields tab and locate the SUI_ER payroll field. Make sure the Use Defaults check box is selected and the correct SUI ER tax name is listed. In our example, the Use Defaults check box is selected and ILSUI ER is listed.

Now select the employees who live in states different from the company's state.

For our example, we would select those employees who live in Indiana or Wisconsin.

Select the General tab and locate the State field in the Withholding Information table. The state code should match your employee's respective state. In our example, it could be IN or WI.
Select the Company Fields tab and locate the SUI_ER payroll field. Make sure the Use Defaults check box is selected and the correct SUI ER tax name is listed. In our example, the Use Defaults check box is selected and ILSUI ER is listed.