This is a quarterly report - 5730 Local WA Paid Family Leave WAPFL
Pay category setup
Washington Paid Family Medical Leave - Setup
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- Premium code – as a benefit – to calculate as a formula for the .4%
- Employer Share – as a benefit – to calculate as a formula for the 36.67%
- Employee Deduction – as a deduction – to calculate the 63.33%
Premium Code (Benefit)
First we need to setup a benefit code to handle the premium
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Formula needs to be .40% of all the payroll categories that this tax attracts (ie Salary, hourly, overtime etc). Setup as per below in the Formula.
Employer
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portion (Benefit)
Go to > Setup > Payroll setting > Payroll Category / Click (+) at the top
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Enter formula as per below
In the Advance tab include the Max per year as required.
Employee
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portion (Deduction)
Go to > Setup > Payroll setting > Payroll Category / Click (+) at the top
Setup like below (you can choose an appropriate category code)
Enter as per below. Entered like below so it calculates for employee side first.
Setup in the Employee
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Master paycard
Go to Employees>Masterpaycard>select Employees > Master paycard > select employee
Add the Benefit code (Employer side) to the employee (in example 315 pay category). Factor is 100%
Add the Premium Benefit code (Total Premium) to the employee (in example 320 pay category). Factor is 100%
Next, add the Deduction (employee side -in example 416 pay category).
How it looks in Edit Paycards
Edit Paycards result result:
How to produce the 5730 Local WA Paid Family Leave WAPFL
The FMLA employee Deduction assigned to WA - Paid Family Leave:
Setup > Payroll settings > Payroll categories > Double click the deduction > Form assignment > Form: LOCAL | Box: PFL
All earnings/benefits used to calculate above deduction ( FMLA employee deduction) should be assigned to WA - Paid Family Leave Gross:
Double click pay category > Form assignments > Form: LOCAL | Box: PFL gross
Example of form assignment setup
Assign units to WA - Paid Family Leave - hours worked:
Double click Earning / Benefits > Form assignments > Form: LOCAL > Box: PFL hours worked
NOTE:
If require to keep track of the hours for Salary employee and produce the 5730 report create a Benefit defined as Hourly , Form assignment to Local | PFL hours worked.
This will record only hours
Note: report does not use amount assigned to 'WA - Paid Family Leave' -> it re-calculates amount using gross and % on the form. However, we need to assign correct category to 'WA - Paid Family Leave' to get list of applicable employees.
Run the report:
Forms > Tax form wizard > Prepare a new report > locate: WA | Washington | WA PFML FORM > Next
Select department > Next > Select Quarter > Next > Finish
Report will show the List of the employees, the taxable amount and hours
