Washington Family Medical Tax Set Up Help

We recently hired 2 employees that live in Washington and are trying to implement the Washington Family & Medical Leave tax. We did not install the temporary solution earlier this year as we did not have any employees in Washington at that time. Can anyone tell me how many deductions I need to set up and for which tax categories? I've had a ticket open with Infor for a month now and have been told 6 deductions, 3 deductions and now it looks like they are telling me to set up 9. Can anyone offer any advice? Thanks!

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unknown

We chose to set this up in PR05 - 1 company deduction and 1 employee deduction, and download data required to submit to the state. We did not use BSI (we too thought it was complicated). If it would be helpful I can forward to you our setups, please provide email.

kristen-rotzenberg

That would be great, thank you! Kristen.Kamps@bellin.org

sally-leow

We are also very interested on how your process. If you would be willing to share

Sally.leow@phci.org

unknown

HI Ann - Would you mind sharing your setup with us as well? barbara.gutierrez@dignityhealth.org

Darla Hengel

Kristen - No one can really tell you what deductions need to be setup (except maybe a consultant) because it all depends on what kind of plan your company is going to use.

Infor/BSI provides 8 different deduction tax categories for you to choose from, 4 for the state plan and 4 for the voluntary plan. If you are providing employees with both plans (i.e. certain employees have the state plan, certain employees have a voluntary plan), you would need to setup all 8 deductions. However, if you are only providing for 1 of the plans, you should only need to setup a maximum of 4 deductions (Family Leave EE and ER/Medical Leave EE and ER). However, it could be 2 deductions as well, it all depends on how your company is going to be handling it.

Knowledge Base article #2036483 provides some setup assistance and while this also includes information based on the 'temporary' solution (which is no longer needed i.e. don't use the field at the bottom of the PR05 screen, use the normal Tax Category field), it does have more detail than the 'permanent' solution Knowledge Base article #2054004. I would recommend that you review both.

The state also has a very detailed website: https://paidleave.wa.gov

Hopefully this provides you with some of the information you need.

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