Gusto Special Tax Fields in Employment Info

Understanding State-Specific Tax Fields

Overview

When managing employee profiles using Embedded payroll with Gusto, you may come across several special tax fields in the Employment Info section. These fields are state-specific and may vary based on the employee's work location. If you're in a state that doesn't use special tax fields like SOC codes, you will not have the option to add them to your employee's profile information. Understanding these fields will help ensure accurate data entry and compliance with state regulations.

Special Tax Fields by State

GoCo uses the Bureau of Statistics site to identify codes or utilizes this lookup tool.

SOC Code:

Standard Occupational Classification (SOC) is a federal coding system that helps government agencies and private businesses compare occupational data.

While NAICS codes focus on identifying the primary activity of your business, SOC codes specifically pinpoint the primary duties of the workers employed within your organization.

• Applicable States: Indiana, Louisiana, South Carolina, West Virginia, Alaska, Washington

  Please click here to access specific information for each state.

Risk Class Code:

• Applicable State: Washington, Wyoming

Business Owner / Officer or Business Owner / Corporate Officer:

These tax fields are used to specify whether an employee holds a significant ownership interest or executive role within the company. This designation is important for several reasons, including taxation, workers' compensation, and eligibility for certain benefits.

• Applicable States: Massachusetts, Michigan, Wyoming

Workers' Compensation

In the state of Wyoming, the Workers' Compensation tax field is used to designate and manage information related to an employee's coverage under the state's Workers' Compensation program. 

• Applicable State: Washington, Wyoming

Benefits Offered? If Yes, When is Employee Eligible

New York has specific regulations regarding the provision of certain benefits, such as health insurance and paid family leave. Accurate tracking in this field ensures that employers comply with state and federal laws.

• Applicable State: New York

Where to Find and Manage Tax Fields

These State-specific tax fields are located within the "Employment Info" section of an employee's profile. To access these fields, follow these steps:

1. Navigate to the Teams page.
2. Locate the employee whose profile you wish to view.
3. Click on the employee's name to open their profile.
4. Within the profile, expand the Employment Info section to find the state-specific tax fields
5. Click "Make changes" if you need to edit this information. This will take you through the employment compensation wizard to complete your changes. To learn more about the steps in the wizard click here. 

Note: only full access admins and users with permissions to edit "Employment Info" can edit these fields.

Using the Hiring Workflow

When you select a specific work location during the hiring process, the relevant fields will populate accordingly.

Field Display Based on Work Location Selected: 

• SOC Code 

  

  • Indiana
  • Louisiana
  • South Carolina
  • West Virginia
  • Alaska

• Business Owner or Officer   

  • Massachusetts
  • Michigan

• SOC Code + Risk Class Code + Worker's Comp

  • Washington 

• Corporate Officer + Risk Class Code + Workers' Comp 

  • Wyoming

Field Requirements

Are these fields, required fields? - Not in hiring but yes when processing payroll. If the field is not completed on an employee's profile, it will trigger a "Needs Review" action on the payroll grid.

The following states require codes to be assigned to employees (Washington, Alaska, Indiana, Louisiana, Washington, Vermont).

Permissions

To edit the Employment Info fields, you must have the necessary permissions set by your organization's full-access admin. 

For further assistance, refer to the detailed guide on assigning permissions or contact your client success manager.

By understanding and correctly utilizing these state-specific fields, you can maintain accurate and compliant employee records within GUSTO.

If you have additional questions please contact our support team! 💚

Published 8.22.2024