This is a quarterly report - 5730 Local WA Paid Family Leave WAPFL
Pay category setup
Washington Paid Family Medical Leave - Setup
To do this, we need to create (3) Pay code categories:
- 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
Go to > Setup > Payroll setting > Payroll Category / Click (+) at the top
(Show on Edit Paycards optional flag but nice to see it working as a calculation to start)
Setup like below (you can choose an appropriate category code)
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 portion (Benefit)
Go to > Setup > Payroll setting > Payroll Category / Click (+) at the top
Setup like below (you can choose an appropriate category code)
Enter formula as per below
In the Advance tab include the Max per year as required.
Employee 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 so it calculates for employee side first.
Setup in the Employee Master paycard
Go to 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).
Edit Paycards 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
