State Tax Withholding and State Unemployment Insurance

Purpose: This help guide will show you what information you need in order to set up State Tax Withholding and State Unemployment Insurance in BambooHR and have it sync over to TRAXPayroll.

As a reminder, our implementation project managers are working directly with each customer to ensure that this sync works seamlessly for each of our customers. If you haven't been contacted yet, please be patient. They will reach out to you soon.

Verify your Locations

Accurate location information is crucial for the calculation of accurate state taxes. It is important for you to double-check the following before setting up your employees' State Tax Withholdings and State Unemployment Insurance.

Employee Fields

Navigate to "Employee Fields" in Settings and review your Locations. Make sure all Locations are named correctly and have the correct address listed. If you have a location set up as remote, make sure it is identified correctly.

Pay Info Tab

1. State Tax Withholding: Click on Location and select either "Work" or "Home." This location should be set as the primary location that the employee works at.

  • If "Work" is selected, the employee's assigned Location in the Job Information table on the Job tab will be used to determine which location and associated address to use to calculate the employee's State Tax Withholdings.
  • If "Home" is selected, the employee's home address on the Personal tab will be used to calculate the employee's State Tax Withholdings.

Depending on which state is associated with the location, a variety of different fields will show up for completion underneath the location field. (i.e. Filing Status, Exemptions, Additional Withholding, Additional Allowances, etc.)

2. State Unemployment Insurance: Click on Location and select either "Work" or "Home." This location should be set as the primary location that the employee works at. If the employee is exempt from State Unemployment Insurance, simply check the box.

  • If "Work" is selected, the employee's assigned Location in the Job Information table on the Job tab will be used to determine which location and associated address to use to calculate the employee's State Tax Insurance.
  • If "Home" is selected, the employee's home address on the Personal tab will be used to calculate the employee's State Tax Insurance.

Add Employee

When adding a new employee, you will be able to select the employee's State Tax Withholding Location and Unemployment Insurance Location.

Granting Access to State Tax Withholding Information

When setting up an employee access level, Full Admins will be able to grant employees view, edit, or no access to State Withholding information.

State Unemployment Insurance information can only be modified by Full Admin users, Payroll Admin users, and the Account Owner.

What's Next?

Do you want to see a list of your payees?

Do you need help adding a non-benefit deduction for an employee?

Need to see a report of all payroll deductions?