Balancing Quarterly Unemployment Data and Reporting Excess Wages

When you create unemployment reports, you must first balance quarterly unemployment data.

Use the Unemployment Continuation Form (PR291) to produce a listing of data required on continuation forms for quarterly state unemployment reporting. The report includes the employee name and Social Security Number along with the report items you select.

Use Quarterly Report (PR290) to produce a report of employees who have withholding deductions associated with specific tax authorities. The report includes quarterly gross wages, year-to-date gross wages, quarterly taxable wages, year-to-date taxable wages, quarterly taxes paid, and year-to-date taxes paid for each employee for the payroll quarter and year you specify in the report parameters.

Payroll calculates excess wages for unemployment deductions in each payroll cycle. Use Adjustment (PR82.1) to make adjustments to excess and taxable wages.

To balance quarterly unemployment data and report excess wages

  1. Access and run Payment Detail Listing (PR260), Quarterly Report (PR290), and Unemployment Continuation Form (PR291).
  2. Compare the Payroll Register (PR141) totals for the payroll and adjustments cycles in the quarter to the Payment Detail Listing (PR260) for the appropriate date range and the Quarterly Report (PR290) for the quarter. Performing periodic, month-end, quarter-end, or year-end balancing
  3. Access the following reports to report excess wages:
    Use For
    Earnings and Deductions Calculation (PR140), Payroll Register (PR141), and Payment Detail Listing (PR260) Payments in which all wages are excess wages for an unemployment deduction. The application reports the deduction with other deductions, but does not report the amount or taxable wages.
    Unemployment Continuation Form (PR291) Excess wages by employee, and to optionally print the wages on edit reports and forms for the quarter.
    Quarterly Unemployment Insurance Magnetic Media (PR292) Excess wages by employee to report on the magnetic media file according to state specifications.
    United States Balance Report (PR294) Excess wages by tax authority.
    Human Resource Writer Title Creation (HR65.1) Forms to create a report using the Payment Deductions (PD) option to list taxable and excess wages by employee and payment.
  4. Access Adjustment (PR82.1) to make adjustments.
  5. Perform necessary adjustments. Creating miscellaneous adjustments