NY SDI AQ

Report Description

The NY SDI AQ is intended for NY clients that need to regularly report State Disability Insurance (SDI) data to their insurance carriers, typically on a quarterly basis. This specialized report streamlines that process by pulling the information most carriers require.

Parameters

Parameter Name	Options	Explanation
Supplier	All available Supplier
Branch (Paycheck)	All available Branches
Start Date		Best practice for this AQ is to run it for a full quarter (ie. Jan 1 - March 31, April 1 - June 30, July 1 - Sept 30, Oct 1 - Dec 31).
End Date		Best practice for this AQ is to run it for a full quarter (ie. Jan 1 - March 31, April 1 - June 30, July 1 - Sept 30, Oct 1 - Dec 31).
Date Type	Accounting Period Date, Check Date	Best practice is to run this AQ by Check Date
Monthly Summary	Yes/No	When set to True, the function will: - Add summary sections for each month (Month 1, Month 2, Month 3, etc.) - For each monthly summary: - Show employee count broken down by gender - Sum the following values by month: - Gross Wages - Taxable Gross - Subject Gross - Tax Amount

Report Fields

If Monthly Summary = Yes

Field Name	Description
EmployerName	Paycheck Supplier
EmpBranchName	Paycheck Branch
TaxId	Identifier for Tax
TaxTypeId	Identifier for Tax Type
TaxStateCode	State Code of Tax
MaleCount	Number of Males Employees
FemaleCount	Number of Female Employees
NACount	Number of Non Designated Employees
MonthName	Month Name/Year (Ex - May 2025)
GrossWages	Total Gross Wages earned by Employee in range
TaxableGross	Total Wages in which actual Tax is calculated in range
SubjectGross	Total Wages Subjected on which Tax is applicable in range
TaxAmount	Total Tax amount deducted in range

Report Fields

If Monthly Summary = No

Field Name	Description
EmployerName	Paycheck Supplier
BranchName	Paycheck Branch
TaxId	Identifier for Tax
TaxTypeId	Identifier for Tax Type
TaxStateCode	State Code of Tax
TaxName	Tax Name
GrossWages	Total Gross Wages earned by Employee in range
TaxableGross	Total Wages in which actual Tax is calculated in range
SubjectGross	Total Wages Subjected on which Tax is applicable in range
TaxAmount	Total Tax amount deducted in range
CheckDate*	Check Date
EmployeeName	Employee/Payee Name
EmployeeID	Unique Identifier for Employee
SSN	SSN of Employee
EmployeeAddress	Full Address of the Employee (Address1, Address2, City, State, Zip)
FEIN	Employer's FEIN
EmployerAddress	Employer's Address
EmployerPhone	Employer's Phone
EmployerFax	Employer's Fax
ResidentTax	Resident/Non-Resident Tax
Gender