Report Description
The NY SDI AQ is intended for NY clients that need to regularly report State Disability Insurance (SDI) data to their insurance carriers, typically on a quarterly basis. This specialized report streamlines that process by pulling the information most carriers require.
Parameters
| Parameter Name | Options | Explanation |
| Supplier | All available Supplier | |
| Branch (Paycheck) | All available Branches | |
| Start Date | Best practice for this AQ is to run it for a full quarter (ie. Jan 1 - March 31, April 1 - June 30, July 1 - Sept 30, Oct 1 - Dec 31). | |
| End Date | Best practice for this AQ is to run it for a full quarter (ie. Jan 1 - March 31, April 1 - June 30, July 1 - Sept 30, Oct 1 - Dec 31). | |
| Date Type | Accounting Period Date, Check Date | Best practice is to run this AQ by Check Date |
| Monthly Summary | Yes/No |
When set to True, the function will: |
| Rate Per Male | Free Text Field | Enter SDI Rate Per Male |
| Rate Per Female | Free Text Field | Enter SDI Rate Per Female |
Report Fields
If Monthly Summary = Yes
| Field Name | Description |
| EmployerName | Paycheck Supplier |
| EmpBranchName | Paycheck Branch |
| TaxId | Identifier for Tax |
| TaxTypeId | Identifier for Tax Type |
| TaxStateCode | State Code of Tax |
| MaleCount | Number of Males Employees |
| FemaleCount | Number of Female Employees |
| NACount | Number of Non Designated Employees |
| MonthName | Month Name/Year (Ex - May 2025) |
| GrossWages | Total Gross Wages earned by Employee in range |
| TaxableGross | Total Wages in which actual Tax is calculated in range |
| SubjectGross | Total Wages Subjected on which Tax is applicable in range |
| TaxAmount | Total Tax amount deducted in range |
| Employer Cost |
Calculated as (Rate Per Female * Number of Females per Month) + (Rate Per Male * Number of Males per Month) |
Report Fields
If Monthly Summary = No
| Field Name | Description |
| EmployerName | Paycheck Supplier |
| BranchName | Paycheck Branch |
| TaxId | Identifier for Tax |
| TaxTypeId | Identifier for Tax Type |
| TaxStateCode | State Code of Tax |
| TaxName | Tax Name |
| GrossWages | Total Gross Wages earned by Employee in range |
| TaxableGross | Total Wages in which actual Tax is calculated in range |
| SubjectGross | Total Wages Subjected on which Tax is applicable in range |
| TaxAmount | Total Tax amount deducted in range |
| CheckDate* | Check Date |
| EmployeeName | Employee/Payee Name |
| EmployeeID | Unique Identifier for Employee |
| SSN | SSN of Employee |
| EmployeeAddress | Full Address of the Employee (Address1, Address2, City, State, Zip) |
| FEIN | Employer's FEIN |
| EmployerAddress | Employer's Address |
| EmployerPhone | Employer's Phone |
| EmployerFax | Employer's Fax |
| ResidentTax | Resident/Non-Resident Tax |
| Gender |
Comments
0 commentsPlease sign in to leave a comment.