payroll tax multiple states

Hi NancyJ1, 

I totally get how tricky it is when you have staff across multiple states; the current setup is somewhat limiting for that use case.

At the moment, the software still doesn’t split payroll tax by state automatically. The workaround is:

• Set up each state in Setup > General Payroll Information > Set Up Payroll Tax
• For each state:
  • Run the Payroll Tax report
  • Use Payroll Register Detail to find any employees who are actually based in other states
  • Subtract those “out‑of‑state” amounts from that state’s total

Then just repeat that for each state, and switch your default payroll tax state back to NSW once you’re done.

Regards,
Genreve 

Hi Arcsal,

Thank you so much for your post and welcome to the Community Forum!

My apologies for the late response. This help Article should assist in setting up payroll tax details for your employees. Currently, the Payroll Tax Report includes all employees in the file under the selected state or territory for reporting, irrespective of the state listed on their employee card. However, you can manually produce separate reports for each state by following these steps:
 

First, ensure you've set up both states with the appropriate categories via Setup >> General Payroll Information >> Set Up Payroll Tax. Then, generate a State or Territory tax report through Reports >> Payroll >> Payroll Tax. For employees located outside the state for which you've generated a report, use the Payroll Register Detail report to track the payments made to those employees during the desired period. Deduct these values from the Payroll Tax Report to determine the accurate amount for that state. Once done, return settings to the normal state you operate in. This process won't affect other figures but will allow you to have reports per state.

Please do let me know how you go on this. 
Regards,
Earl

Hi Earl_HD​ 

We are also trying to set up new offices in other states. Our head office is in NSW.

Its been a couple of years since this post. Can you run though the current way to set up employee in multiple states for payroll tax, we are trying to move away from a manual calculation process.

Nancy & Nicole

Hi, thanks for the quick response. I wasn't aware of this report.

Is there a way to easily separate out allowances and apprentice wages?

Thank

Nancy

Hi NancyJ1,

You’re welcome, glad that helped.

In terms of separating allowances and apprentice wages, the easiest way is to use your payroll categories:

• Make sure your allowances and apprentice wages each have their own payroll categories.
• Run the report and use the filters/grouping by payroll category so that those amounts are displayed on separate lines.
• If you need more flexibility (e.g., for different time periods or extra breakdowns), you can also export the report to Excel and then filter or subtotal by those payroll categories there.

If you are keen to look into the reports further, you can also read through the "Payroll Reports" article. 

Regards,
Genreve