The Montana UI Transfer Changes allow adjustments to be made to the values to be reported to the Montana Unemployment Program. The adjusted UI transfer file would then be reprocessed through the Montana UI Transfer Process using the Recreate option.
Access Employees, Totals or Header Record
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Enter 'E' to change an employee's UI transfer information.
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Enter 'T' to change UI transfer total information.
The End Month and State UI Number are displayed for verification only.
Employee #
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Enter the employee's SSN or Use look-up for a list of available employees.
UI TAXABLE
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Enter an adjusted total UI taxable earnings for this employee.
Month 1
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Enter '1' if the employee worked in the first month of the quarter.
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Enter '0' if the employee did not work in the first month of the quarter.
Month 2
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Enter '1' if the employee worked in the second month of the quarter.
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Enter '0' if the employee did not work in the second month of the quarter.
Month 3
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Enter '1' if the employee worked in the third month of the quarter.
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Enter '0' if the employee did not work in the third month of the quarter.
Total Changes
All amounts reported must be positive values. The UI tax due and total payment due will be recalculated when the UI transfer is recreated.
Rate
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Enter an adjusted UI rate. This new rate will be used in the UI tax calculation when the UI transfer file is recreated.
Adjustments
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Enter any adjustments to previous quarter reports.
Interest
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Enter interest due on outstanding UI taxes due.
Penalty
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Enter any penalty amount due.
Credit
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Enter any credit or overpayment.
Header Inquiry
The Header Inquiry allows you to view the static information loaded into the UI transfer file based on the Employer Constants information at the time the transfer was generated or recreated. All Employer Constant values are reloaded on every UI transfer process. Should an Employer Constant value be incorrect, the Employer Constants can be corrected, and the UI transfer need only be recreated to pick up the correction.