Payroll & Crystal gurus: a challenge!
We have a client who has employees in 23 states. When Sage, in their infinite wisdom, quietly chose to have Aatrix NOT populate the Form 940 Schedule A for 2012, I designed a crystal report to produce the source data from which the client could manually populate the form. The goal is to have this report tie to the Quarterly Tax report and to serve as an audit trail.
I digress for a moment: I commented on this issue in a LinkedIn post, and Lori Maloof responded with (IMHO) an unintelligible response/explanation/resolution. I believe the only way to get an auditable report is to modify Tax Table Maintenance; update all states with $7000 limit, run the Quarterly Tax report, then reset the limits. For 23 states. Right.
End Digression
I have it working for 99% of the clients, but there is one scenario I haven't been able to deal with. The employee lives in Ohio, but he works in Kentucky. His primary state is KY, but his SUI state was changed mid-way through the year from KY to OH. He has wages in both states. The results of the crystal report overstate his YTD Gross wages (column 1 in the attached screenshot), because wages for KY and OH are being added together. FUTA Wages (column 2) is good. Column 3 (Wages Subj to Unempl) is good.
So, if I could tell the report to suppress the OH gross wages, but include the other 2 columns, I would tie.
I'm hoping this could be a report that anyone with multi-state payroll could find useful for producing the 940 Schedule A. If anyone is willing to take up the challenge to figure out what it will take to achieve the goal (way back in paragraph 1), I'd love to share authorship. By the way, it was written for version 4.3.
I wonder what kind of hoops other clients in this boat jumped through.