Status Manual, Ch 1, Sec 1.1 - STA Screen Descriptions

[ 1.1.1 - Acquisition Codes ] [ 1.1.2 - STA Screen Important Points ]

ACCT	The entity account number
AE	Accounts Examiner Number
PREV AE	Accounts Examiner Number who entered the last change.(Display Only)
NAICS	Four digit NAICS Standard Industrial Code (DO NOT ENTER anything in this field. This is a protected field.)
CNTY	Assigned County Code
TA	Assigned Tax Area
TYP	Two digit code for the ownership type 01 = Corporation, Professional Association (PA), Professional Corporation (PC), some LTD’s 02 = Partnership, Limited Partnership (LP), Limited Liability Partnership (LLP), Joint Venture 03 = Individual (Sole Proprietor), Guardianships 04 = Estate 05 = Trust 06 = Other- Unincorporated Association, Fraternal Orders, Indian Tribes 07 = Limited Liability Company (LLC), Limited Company (LC) Professional Limited Liability Company (PLLC) 10 = 501(c)(3) Non-Profit (Taxed) 11 = Political Subdivision (Taxed) 20 = State Agency (Reimbursing) 21 = Political Subdivision (Reimbursing), Indian Tribe (Reimbursing) 22 = 501(c)(3) Non-Profit (Reimbursing) 23 = Political Subdivision Group Account (Reimbursing) 24 = 501(c)(3) Non-Profit Group Account (Reimbursing) 40 = Other States and Countries 41 = Federal Agencies
NAME/ADDRESS	Line 1 - Employing Unit (35 character limit) Line 2 - Employing Unit Name continued (35 character limit) Line 3 - Business or Trade Name (DBA) (35 character limit) Line 4 - Address Line 1 (35 character limit) Line 5 - Address Line 2 (35 character limit) Line 6 - City, State, Zip or name of foreign country for Foreign Addresses
FEID	Nine digit Federal Identification Number. DO NOT enter the SSN in this field.
PHONE	Area Code and Telephone Number
JOURNAL FROM	The entity account number from which reports and/or money will be transferred will not automatically effect a journal entry.
PREVIOUS ACCT	Any previously assigned inactive entity account number (for C-111 accounts).
ESTB IN ERROR	Entity account number to which all reports and charges will be moved when the account is changed to Error.
ASGN NEW ACCT	The new entity account number being assigned to the employer.
LIAB
REG-DOM-AGR CODE	Code for each category of liability: Code 1 = Liable Code 2 = Not Liable Code 3 = Service Agent Code 8 = Error
SECT	Liability section for each category of liability:
	Code 1 = 201.021 (Regular) Code 2 = 201.022 (Acquisition) Code 3 = 201.023 (501(c)(3) Non-Profit) Code 4 = 201.024 (Voluntary Election) Code 5 = 201.025 (FUTA) Code 6 = 201.026 (Political Subdivision) Code 7 = 201.027 (Domestic) Code 8 = 201.028 (Agricultural)
AGR	If Sec. 201.028 is applicable, key the appropriate code: Code 1 = 201.028 (a)(b)(1) ($6250.00 in a quarter or three (3) or more persons employed for twenty weeks, or seasonal worker on a truck farm, orchard, or vineyard. Sugar beet farmers are not included in the definition of truck farm.) Code 2 = 201.028 (a)(b)(2) (Employing a Migrant worker.) Code 3 = 201.028 (a)(b)(3)(A)(B) (Employing a Seasonal worker who does same work as migrant worker at the same time and same location.)
SUBJ DT	Date of liability for each category of liability. An Account will be made liable as of the last day of the quarter (March 31, June 30, September 30 or December 31.) Subject Date for 201.025 (FUTA) is the same as first date of employment. Subject date for 201.028 (Agricultural) for Seasonal or Migrant workers is the same as the first date of employment. Exceptions: Voluntary elections, successor accounts and those accounts established under the twenty-week rule. See examples at the end of this section for Future Liability dates.

Reference Chapter 6 - "Statute of Limitations" for additional information concerning Subject Date and 1st Wages Date.
1ST TX WG	Date first wages paid for each category of liability.
1ST CHG	First quarter an employer may be chargeable with benefits for each category of liability. IMPORTANT: If a sole proprietor becomes liable under 201.022 without employment and without acquiring the experience of the predecessor the first chargeable quarter is 9-99.
OPEN
REG-DOM-AGR
ACTVE DT	Date account is reopened for each category of liability
AGR	Subsection of agricultural liability being reopened 1 = Sec. 201.028 (a) & (b)(1) 2 = Sec. 201.028 (a) & (b)(2) 3 = Sec. 201.028 (a) & (b)(3)(A)(B)
1ST WGS	Date of first wages paid after employment resumed
FORM LETTER	Type of system generated form letter requested: FL-045 Sent to Employers who have the option to elect to be reimbursing. FL-150 Requests Employer to submit Form C-1 where liability has been established based on telephone contact. FL-160 Requests Employer to submit Form C-1 where liability is based on an Employer's Quarterly Report. FL-176 Generates a field tax assignment, requests field accounts examiner to obtain Form C-1 where Section 201.022 liability has been established without Form C-1. FL-200 Notifies Employer that their account has been placed on an inactive basis. FL-206 Sent to pending or not liable accounts (includes 501(c)(3) accounts) which do not indicate future liability. FL-207 Sent to corporations with pending or not liable accounts which do not indicate future liability. See Chapter 5 - “Letters” for additional information.
QTR	(Quarter on which liability is based, i.e. “208” for the second quarter of 2008. This date will be inserted by the system into the body of the letter).
SUSPD
REG-DOM-AGR
SUSPD DT	Suspension date for each category of liability.
AGR	Subsection of agricultural liability being suspended: 1 = Sec. 201.028 (a) & (b)(1) 2 = Sec. 201.028 (a) & (b)(2) 3 = Sec. 201.028 (a) & (b)(3)(A)(B)
NORPTDUE	Final wages paid date for each category of liability (Regular, Domestic & Agricultural).
REAS	Suspension reason for each category of liability: 1 = Business closed - No successor. 2 = Business continues to operate but without employment. 4 = Business succeeded; successor is a new account established under Sec. 201.022. 5 = Business succeeded; successor is a liable employer with an established account prior to the acquisition. 7 = Business succeeded; successor undetermined.
TERM
REG SEC. 206.004
ON 1-1	Reason and date "regular" liability terminated:
A	Employer applies for termination with form C-71.
B	Account meets three-year limit without qualifying wages.
YY	Year qualifies for termination.
DOM SEC 206.004
ON 1-1	Reason and date "domestic" liability terminated. (See above for codes.)
AGR SEC. 206.004
ON 1-1	Reason and date "agricultural" liability terminated. (See above for codes.)
RPTS YY	Year(s) that the employer owes quarterly reports.

If the reports are already posted to the system, enter the appropriate year & code 1 or 3 only on new accounts or reopens.

IMPORTANT: If more than 3 years (12 quarters) only use the STR Screen for coding reports.

DO NOT code part of the quarters on the STA Screen and part on the STR Screen.

DO NOT use STR screen when doing a predecessor or successor action on the STA screen.

DO NOT use the STR screen when ordering form letters on STA.

1 2 3 4	Calendar quarters:
	Code 1 - Money and reports received. Code 2 - Nothing received. Code 3 - Reports only received. Code 4 - Money only received. Code 5 - Delete reports. Code 6 - Split reports.
PRED	Code to add, change, or delete a predecessor: A = ADD a predecessor (Enter "A" and key over current information.) Only 2 predecessor accounts can be added per day. Prepare C-10’s if adding more than two predecessors. C = CHANGE a predecessor (Enter "C" and key over current information.) DO NOT ADD another line of info. D = DELETE a predecessor (Enter "D" beside predecessor to be deleted.)
PRED	Entity account number(s) of predecessor(s).
DT	Date(s) of predecessor(s) acquisition(s).
T/P	Acquisition Code: Code 1 = Total Code 2 = Partial Code 3 = Partial with approved C-82 & C-83’s Code 4 = Partial with rate transfer
A/N	Approval Code Sec. 204.083 Code 0 = Not Filed - Experience does not transfer Code 5 = Approved - Experience transfers Press <PF5> to add the record.
SUCC	Code to add, change, or delete a successor: A = ADD a successor (Enter "A" and key over current information.) Only 2 successor accounts can be added per day. Prepare C-10’s if adding more than two successors. C = CHANGE a successor (Enter "C" and key over current information.) DO NOT ADD another line of info. D = DELETE a successor (Enter "D" beside successor to be deleted.)
SUCC	Entity account number(s) of successor(s).
DT	Date(s) of successor(s) acquisition(s).
T/P	Acquisition Code: Code 1 = Total Code 2 = Partial Code 3 = Partial with approved C-82 & C-83’s Code 4 = Partial with rate transfer
A/N	Approval Code Sec. 204.083 Code 0 = Not Filed - Experience does not transfer Code 5 = Approved - Experience transfers Press <PF5> to add the record.

Use the STA Screen only when a MULTIPLE change is needed, such as a STATUS CHANGE AND A NAME/ADDRESS CHANGE. The SNC Screen may be used when:

Suspending an account for the following reasons:
Reason 1 Business closed
Reason 2 Operating without employment
Reason 7 Successor undetermined
Keying only name/address, telephone, and/or FEIN additions or corrections.

When an employer is found to be not liable:

Use the STA Screen to:

Make pending accounts "Not-liable" or
Make active accounts "Error."

Status receives a printout of the STA screen each time the screen is called up on the system, whether or not any entries are made on the screen. Make sure the screen is needed before calling it up.
After status information is entered on the STA Screen, any errors may be corrected (on the same day) by over keying the data and depressing <PF5>. This can be done over and over (on the same day). The last item entered that day will be processed during the overnight run. This is not possible on the SNC Screen.
Status information keyed on the STA Screen may be deleted entirely on the same day by bringing the account up on the STA screen and depressing <PF11>. For example, if you reopen an inactive account in the morning, and later that day find that you reopened the wrong account, you can return that account to inactive status by accessing the STA Screen, keying the account number and <Enter> to bring up the information on the screen, and then press <PF11>.
Coding of Quarterly Reports on STA screen.

When establishing liability all reports must be coded. Reason: Coding on the C-198 letter to the employer will reflect what reports have been received and what reports are due.
Reopening an account will require that all report(s) due after the reopen date be coded.
Changing liability date will require that all report(s) due as a result of the change be coded.

Note: Coding reports on reopens and changes in liability will be reflected on the updated C-198 letter sent to the employer.
If an account is already established (liable & active) the reports posted to the system do not need to be coded unless amending previous liability. Code only those reports(s) due as a result of the change in liability date or amending a final wages date.
Do not code any reports on the STA screen on a Liable Predecessor Account in a 201.022 situation.

IMPORTANT: If more than 3 years (12 quarters) only use the STR Screen for coding reports.

DO NOT code part of the quarters on the STA Screen and part on the STR screen.

DO NOT use the STR screen when doing a predecessor or successor action on the STA screen.

DO NOT use the STR screen when ordering form letters on STA.
Accounts Examiners should wait until they receive notification from Section Supervisor to begin coding the current quarter, usually beginning on the 15th day of the third month of each quarter (March 15th, June 15th, September15th and December 15th). However, this date is subject to change.

If the Employer Master File currently shows a Subject Date in one year and a 1st Taxable Wage Date in a different year, the system will not accept a change. If this information needs to be changed, it must be done on a C-10.
If you need to reopen a TERMINATED account (employer resumed paying wages prior to the termination date), this will need to be done in two days. See Chapter 2 - “Termination of Coverage”.
Use the STA SCREEN TO AMEND FINAL WAGES DATE by keying over the current information displayed. Do not attempt to use the SNC screen for this purpose.
Pending and Not Liable accounts should be closed as Erroneously Established ONLY when they are DUPLICATES of another account.
The STA Screen is programmed with a screen edit to correct a first chargeable quarter that is incorrectly keyed. This feature is used when accessing accounts on STA established under Sections 201.021, 201.024, 201.025. To verify that you have correctly calculated and keyed the first chargeable quarter:

Enter all applicable information on the STA Screen.
Press <Enter>.
If the first chargeable quarter is incorrect, the system will correct it, and this message, "1st Chg Changed – Please Check; PF5 to Add": will appear at the bottom of the screen.
The Accounts Examiner should verify that this information is correct, and press <PF5> to add.

Status Section will key a partial transfer when a C-82/C-83 package is received and approved.

DO NOT's

DO NOT key more than 35 characters per line (including spaces) when styling an account.
DO NOT setup STATE AGENCIES OR POLITICAL SUBDIVISION TAXED OR REIMBURSING EMPLOYERS on the STA. This must be done on a C-10.
DO NOT use the STA Screen to reopen agricultural accounts established under Pre-1986 liability.
DO NOT code any quarter(s) PRIOR to first wages date nor code any quarter(s) AFTER the final wages date. Exception: When a sole proprietor becomes liable under Sec. 201.022 without employment (the account is to be established and suspended) code all quarters with a "5" (meaning to delete this quarter) from the first wage date to present quarter.
DO NOT enter any information and/or account number in the field following JOURNAL FROM, PREVIOUS ACCT, or ASGN NEW ACCT.
DO NOT attempt to enter nor change a NAICS Code on the STA Screen. All NAICS codes are assigned and changed by the Labor Market Information Department.
DO NOT amend the first taxable wage date or subject date UNLESS it changes quarters; if that is the only change being made. (i.e., do not amend first wages date from 01-01-08- to 01-05-08).
If you find that an account was closed in error and needs to be reopened, DO NOT DELETE the close or suspend date. This action will adjust the Late Report Penalty, even on quarters already posted. In addition, it may reallocate remittance and create an erroneous credit. When an account is reopened a new C-198 letter will be produced and sent to the employer, thus extending the due date on report(s) on the ADT screen.
If an account was suspended in error, document FTC and reopen the account with the next day date using the STA Screen.

[ Status Procedures Manual - TOC ] [ Ch 1 - New Accounts ] [ Ch 2 - Changes to Accounts ] [ Ch 3 - Special Accounts ] [ Ch 4 - Other Units, Sections & Departments ] [ Ch 5 - Letters ] [ Ch 6 - Investigations & Assistance ] [ Ch 7 - Partial Transfer Applications ] [ Ch 8 - Traces ] [ Ch 9 - Special Reporting Situations ] [ Ch 10 - Account Numbers ] [ Ch 11 - Appeals Decisions and Hearings ] [ Ch 12 - Document Processing ] [ Ch 13 - Error Reports & Query List Instructions ] [ Ch 14 - Tax Performance System ] [ Ch 15 - Experience Rating Unit ] [ Ch 16 - SUTA Dumping Detection ]
[ 1.1 - STA Screen Descriptions ] [ 1.2 - FCQ Calculation ] [ 1.3 - New Accts 201.021 ] [ 1.4 - New Accts 201.022 ] [ 1.5 - New Accts 201.023 ] [ 1.6 - New Accts 201.024 ] [ 1.7 - New Accts 201.025 ] [ 1.8 - New Accts 201.026 ] [ 1.9 - New Accts 201.027 ] [ 1.10 - New Accts 201.028 & 201.047 ] [ 1.11 - New Accts Based on C-3s ] [ 1.12 - Assemble New Employer Packets ] [ 1.13 - Unemployment Tax Registration ] [ 1.14 - Liability for Indian Tribal Councils & Their Instrumentalities][ 1.15 - C-111 Accounts ]
Chapter 1: New Accounts	comments to: Tax Department

1	0	T-JA-N	Total – No Rate Transfer
1	5	T-JA-A	Total – Rate Transfer
2	0	P-JA-N	Partial Received – Not yet processed
2	5	P-JA-A	Partial – Approved C-82/C-83

1	0	T-JA-N	Total – No Rate Transfer
1	5	T-JA-A	Total – Rate Transfer – Common Ownership
2	0	P-JA-N	Partial – No Rate Transfer – No C-82/C-83
2	5	P-JA-A	Partial – Rate Transfer – No Common Ownership with C-82/C-83
3	5	P-PA-A	Partial – Rate Transfer – Common Ownership with C-82/C-83
4	5	C-JA-A	Partial – Rate Transfer – Common Ownership – No C-82/C-83

Chapter 1: New Accounts

1.1 STA Screen Descriptions

1.1.1 Acquisition Codes

1.1.2 STA Screen Important Points