cancel
Showing results for 
Search instead for 
Did you mean: 
Angelyn_T
QuickBooks Team

Creating State SUI E file

I appreciate you for joining the thread, @mpl3.

 

You can open the Employee Contact List and the Payroll Transaction Detail reports for these details. I can guide you on how to filter them to get the information you need.

 

  1. Open your QuickBooks Desktop file, then click on Employees & Payroll from the Reports tab.
  2. Choose Employee Contact List.
  3. Add the SS No.First Name, and the Last Name column from the Customize Report tab.
  4. Select the Create New Worksheet option under Excel to move the report to Excel.

For the gross wage, choose the Payroll Transaction Detail report from Employee & Payroll. Then, add the Wage Base column, and filter the dates to the desired month.

 

After that, export the report to Excel.

 

Once both reports are available in Excel, you can customize the information from there.

 

For additional tips about running and customizing your QuickBooks reports, you can open this link: Understand reports.

 

Also, here are some of our help articles you can read more about the State Unemployment filings:

 

If you have any other questions, please let me know by adding a comment below. I'm always here ready to help. Thanks for dropping by, happy holiday!

BigRedConsulting
Community Champion

Creating State SUI E file

@mpl3 @Pam1964 @JCWatson 

 

See Illinois State SUI Fix « Big Red Consulting for a version of the template that supports Illinois file format, which has not changed and they have no plans to change.

 

jgrooms5
Level 2

Creating State SUI E file

Indiana SUI filer for multiple companies. All QB files while using the "Create State SUI E-file" return no names or SSN's. Also, where do you enter the SOC codes for each employee in QB?

 

Thanks,
Jason

ZackE
QuickBooks Team

Creating State SUI E file

Hi there, jgrooms5.
 

If you're noticing missing details while creating a State SUI E-file, you can enter them during step 7.
 

As for setting up Standard Occupational Classification (SOC) codes, this can be done by editing each employee's profile.
 

Here's how:

  1. In your top menu bar, go to Employees.
  2. Choose Payroll Setup, Employee Setup, then Employee List.
  3. Find an employee and click Edit.
  4. Hit Next until the Setup occupational information window displays.
  5. Pick an appropriate Occupational Code field, then enter your worker's code.
  6. Select Finish.


Now their occupational info will be up-to-date.
 

I've included a couple resources about occupational codes and editing employee profiles that may come in handy moving forward:


I'll be here to help if there's any additional questions. Enjoy the rest of your day!

jgrooms5
Level 2

Creating State SUI E file

Thanks for the info. I was able to finally locate the SOC. However your reply to the SUI file seems incomplete. Yes, corrections can be made at Step 7 but my question is why are these pertinent details missing from the SUI report and how do you correct the report without manually editing at Step 7? I have attached the output so that you can see the results. Note that this client only has 10 employees yet there are 156 lines of data.

Jessica_young
Moderator

Creating State SUI E file

Thanks for this update, @jgrooms5.

 

Let me show you how to verify your data within your company file. This will identify any known data issues you may be experiencing that may be omitting the information from the SUI report. Here's what you'll do: 

  1. In QuickBooks, choose Window then Close All.
  2. Verify Data. Choose File then Utilities. Select Verify Data. If you see:
    • "QuickBooks detected no problems with your data," no further action is needed.
    • A specific error message, there may already be an article for it. You can always try searching for it in our QuickBooks Desktop support site for specific instructions.
    • "Your data has lost integrity," indicates there is data damage in the file. 

At this point, if there is data damage, you'll want to rebuild your data. Here's how:

  • Choose FileUtilities then Rebuild Data.
  • You will receive a warning message to backup your company file, press OK. A rebuild requires a company file backup beforehand because in rare cases the process may need to delete transactions or list entries to fix the file.  A backup of your company file will ensure you have a secured copy of your company file before any changes are made to it.
    1. Select where you want to save your backup, then select OK at the bottom of the QuickBooks Desktop Backup window.
      • If a message asks if you want to replace another backup file, select NO. Enter a new name in the File name field and click Save.
      • The Rebuild Data utility starts as soon as the backup is finished.
    2. Click OK when you get the message "Rebuild has completed".

 

Lastly, you'll want to check for any remaining data damage.  You'll run the Verify Data process again to check for remaining data damage. Select FileUtilities then Verify Data.  If the Verify detects additional damage it means the damage will need to be manually corrected. 

 

For more details on this process, you can check out this article: Verify and Rebuild Data in QuickBooks Desktop.

 

I'd love to hear how this works out for you! Please know I'm here to help with any additional questions you may have. Take care!

HammiBookkeeper
Level 1

Creating State SUI E file

When I use this method, there are only about a dozen states listed, none of which include my state. What do I do? 

MaryLandT
Moderator

Creating State SUI E file

I'm here to provide the instruction and detailed steps when your state isn't listed when creating a state SUI e-file, HammiBookkeeper.

 

Depending on your state, you may have different options to file your state unemployment forms:

  • E-file directly from QuickBooks Desktop
  • Create a state unemployment file in QuickBooks Desktop and manually upload it to the state (or send it by electronic media when applicable)
  • Create and print paper copies of your unemployment forms from QuickBooks Desktop and send them to the state.

If you're not sure what the requirements are for your state and the availability in QuickBooks Desktop, see Quick List of E-File & E-Pay Availability in QuickBooks.

 

Some states require that payment and forms are filed together, other states want them filed separately. You can refer to the following articles to see whether you need to file forms with payments or separately:

If your state doesn't appear in either list, visit our Payroll Tax Compliance website and select your state to view form filing requirements.

 

Let me know if you need additional information by commenting below. I'll be right here to help you with QuickBooks.

Arianna1981
Level 1

Creating State SUI E file

  • Create a state unemployment file in QuickBooks Desktop and manually upload it to the state (or send it by electronic media when applicable)

How do I create an unemployment file in QuickBooks Desktop for Wisconsin? There is no instruction how to do so? 

jamespaul
QuickBooks Team

Creating State SUI E file

Hello, Arianna. 

 

I'll show you how to create an employment file for Wisconsin in QuickBooks Desktop. 

 

You can create the unemployment file by going to the File Forms section in QuickBooks Desktop. Here's how to do it: 

 

  1. Go to Employees, then hover on Payroll Tax Forms & W-2s
  2. Select Process Payroll Forms
  3. Click the Forms button, then select Make a New Form Active
  4. Set the state to Wisconsin, and ensure the unemployment form is active.
  5. On the File Forms tab, select the unemployment form (if it isn't selected yet).
  6. Hit Create form.
  7. Follow the instructions to create your tax form with the necessary data. 

 

Take note that for WI unemployment form, you'll only be able to print it and file the form manually. 

 

If you need more details in handling your tax forms manually in QuickBooks, you can check this article out: Pay and file payroll taxes and forms manually in QuickBooks Desktop Payroll.

 

If you need to view your employee's totals and other payroll-related data, you can create a summary report. This article will guide you through the process: Create a payroll summary report.

 

Please let me know if you have other concerns when managing your tax forms in QuickBooks. I'd be glad to give some steps or details about them. I can also lay down some information if you need help with other tasks in the program. 

Arianna1981
Level 1

Creating State SUI E file

All my forms are active for WI. The options I have are the New hire report, tax deposit, UCT-101 Quarterly contribution report, W-2 worksheet and the WT-7 report. I figured it was the UCT report but when I made it the only option to save is a PDF and the website doesn't accept that format. I need a excel report in order to format it. 

MarsStephanieL
QuickBooks Team

Creating State SUI E file

Hello there, @Arianna1981. Allow me to join the thread and help share additional information about the available UTC report file type.

 

I understand how vital it is for you to format the UTC report. Currently, the UTC form can only be saved as a PDF file for your reference. I'd recommend using a third-party app to convert the PDF file to an Excel file.

 

You can find an app on this website: https://desktop.apps.com/home. Once you're on the page, you can enter a keyword in the search bar such as "converter" or "convert pdf to excel file."

 

 

I'd like to share this article you can check out in the future: Customize payroll and employee reports. This contains important notes on how you can manipulate some reports.

 

Thank you for your time and if you have any other questions, feel free to post here anytime. Wishing you and your business continued success. Keep safe and healthy!

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up