Payroll Tax Authority Type

Click to associate a payroll tax authority type with the selected payroll tax authority.

• Federal - If you select Federal, complete the fields on the General tab and the GL Accounts tab.

• State/Province - If you select State/Province, complete the fields on the General, State Taxes (United States only), Workers Comp/Liability, and GL Accounts tabs.

• Local - If you select Local, complete the fields on the General and GL Accounts tabs. If you are linking a local payroll tax authority to another local payroll tax authority or a miscellaneous payroll tax authority, also complete the fields on the Local Income Tax Links tab.

• Miscellaneous - If you select Miscellaneous, complete the fields on the General, and GL Accounts tabs. If you are linking a miscellaneous payroll tax authority to another miscellaneous payroll tax authority, also complete the fields on the Local Income Tax Links tab. Each miscellaneous payroll tax authority must be linked from a local payroll tax authority or linked to another miscellaneous tax authority on the Local Income Tax Links tab.

State/Province Abbreviation

Click to select the two-letter abbreviation for the state or provincial payroll tax authority. This value appears on the printed Form W-2 or T4 slip.

Local Abbreviation

Enter an abbreviation of up to 20 alphanumeric characters for the local payroll tax authority. This value appears on the printed Form W-2 or T4 slip. This field is only enabled when the payroll tax authority type is Local or Miscellaneous.

Special considerations exist when setting up local payroll tax authorities in Indiana and Ohio.

Indiana

For Indiana counties, enter INCO plus the 2-character county code in this field to ensure that ProContractor includes the county in the Form W-2. For example, for Lake County, which has a county code of 45, enter INCO45. County codes are as follows:

Code	County	Code	County
01	Adams	47	Lawrence
02	Allen	48	Madison
03	Bartholomew	49	Marion
04	Benton	50	Marshall
05	Blackford	51	Martin
06	Boone	52	Miami
07	Brown	53	Monroe
08	Carroll	54	Montgomery
09	Cass	55	Morgan
10	Clark	56	Newton
11	Clay	57	Noble
12	Clinton	58	Ohio
13	Crawford	59	Orange
14	Daviess	60	Owen
15	Dearborn	61	Parke
16	Decatur	62	Perry
17	DeKalb	63	Pike
18	Delaware	64	Porter
19	Dubois	65	Posey
20	Elkhart	66	Pulaski
21	Fayette	67	Putnam
22	Floyd	68	Randolph
23	Fountain	69	Ripley
24	Franklin	70	Rush
25	Fulton	71	St. Joseph
26	Gibson	72	Scott
27	Grant	73	Shelby
28	Greene	74	Spencer
29	Hamilton	75	Starke
30	Hancock	76	Steuben
31	Harrison	77	Sullivan
32	Hendricks	78	Switzerland
33	Henry	79	Tippecanoe
34	Howard	80	Tipton
35	Huntington	81	Union
36	Jackson	82	Vanderburgh
37	Jasper	83	Vermillion
38	Jay	84	Vigo
39	Jefferson	85	Wabash
40	Jennings	86	Warren
41	Johnson	87	Warrick
42	Knox	88	Washington
43	Kosciusko	89	Wayne
44	LaGrange	90	Wells
45	Lake	91	White
46	LaPorte	92	Whitley

Ohio

For Ohio local payroll tax authorities, the local abbreviation must be 8 characters long. Enter the local district name (or abbreviation) as the first 4 characters and the school district code as the second 4 characters.

Report Income Tax with Payroll Tax Authority

If the value in the Payroll Tax Authority field is not valid for Form W-2 or T4 reporting purposes, enter the payroll tax authority for reporting purposes. The earnings and tax withheld for the payroll tax authority are accumulated and reported to the payroll tax authority in this field.

Report SUTA/SUI/SDI with Payroll Tax Authority

If the payroll tax authority is for employees who are exempt from SUTA, SUI, or SDI, enter the abbreviation for the payroll tax authority to use for reporting purposes or click to select the authority from a Lookup List. The earnings and tax withheld for the payroll tax authority are accumulated and reported to the payroll tax authority in this field. This field is enabled only if State/Province is selected as the payroll tax authority type.

For example, in many states there are certain workers who are exempt from unemployment, such as railroad workers, clergy, or independent contractors. In New York, certain union workers are exempt from NY SDI. Let’s say you want to set up New York payroll tax authorities to handle those union workers who are exempt from SDI.

First, create a payroll tax authority, NY, for all New York workers. Use the current rates for SUTA, SUI, and SDI and create the Income Tax Table for NY. Then create a second payroll tax authority for New York, NY2.

1. Enter the following information for NY2:

   Report Income Tax with Payroll Tax Authority = blank

   Report SUTA/SUI/SDI with Payroll Tax Authority = NY

   SDI Rate = 0.00

   Enter the SUTA and SUI rates as needed.

   The NY2 payroll tax authority is only used for SUTA, SUI, or SDI. You do not need to set up an income tax table for NY2.

2. For each employee who is exempt from unemployment, on the Employee screen of the Employee screen:

   SUTA State = NY2

3. Process payroll as usual. The monthly and quarterly state unemployment reports, electronic filing, and Forms W-2 combine the NY and NY2 amounts and report them under NY

Status

Click to select the status of the payroll tax authority.

• Active - The payroll tax authority is available for use and appears in lookup lists.

• Inactive - The payroll tax authority is not available for use and does not appear in lookup lists on other screens. However, it persists in previous selections.

Only active payroll tax authorities can be used to calculate taxes.

Memo

Enter any comments or notes about the payroll tax authority.

Box 14 Fields: These fields are only enabled if Payroll Tax Authority Type is set to Miscellaneous. Use these fields to define the content that appears in box 14, lines 4-5, of the printed Form W-2. Use the Box 14 Text fields to define the text that prints on the Form W-2. Use the drop-down selections in the Information to Print Box 14 fields to define which combination of text and dollar amounts prints on the Form W-2.

• Line Text and Wage Amount
• Line Text and Tax Amount

Aatrix Mapping Section

Tax Code

Select the 4-digit Aatrix tax type. The name automatically populates based on your selection.

• SUTA earnings limit
• SUI earnings limit
• SDI earnings limit
• Minimum earnings for a credit week

Box 14 Fields: These fields are only enabled if Print SDI/SUI on W-2 is set to Yes. Use these fields to define the content that appears in box 14, lines 1-3, of the printed Form W-2. Use the Box 14 Text fields to define the text that prints on the Form W-2. Use the drop-down selections in the Information to Print Box 14 fields to define which combination of text, dollar amounts, and/or Tax IDs prints on the Form W-2. The line text only prints if you select a value that includes Line Text.

Select to select the content for box 14 of the Form W-2. You can select a different value in each line.

• Line Text only
• Line Text and SDI/SUI Tax ID
• Line Text and SDI Amount
• Line Text and SUI Amount
• Line Text and SDI Amount + SUI Amount
• SDI/SUI Tax ID and SDI Amount
• SDI/SUI Tax ID and SUI Amount
• SDI/SUI Tax ID and SDI Amount + SUI Amount

• Percent of Total Gross Pay
• Percent of Regular Pay Only
• Rate per Hour

• All Employees
• Corporate Officers Only

• Annual
• Monthly
• Weekly

• Calendar Year
• Insurance Policy Effective Date