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CT - Paid Leave Report

The Paid Leave report ensures compliance with the Connecticut Paid Leave Act, which funds the state’s paid family and medical leave program. The report is used to:

  • Report employee wages for each quarter.

  • Report employee contributions withheld (0.5% of wages, up to the Social Security wage cap).

  • Remit those contributions to the CT Paid Leave Authority.

  • Reconcile payments with employee and wage data.

Menu path

From the Human Resources menu, select State. From the State - CT menu, select CT - Paid Leave Report.

Submission period

The report must be submitted at the end of every quarter:

  • Q1: Due April 30

  • Q2: Due July 31

  • Q3: Due October 31

  • Q4: Due January 31

Selection rule

Paid Leave deduction data for the selected year and quarter is selected and reported.

Prerequisites

Setup

Set up the following before creating the Paid Leave report:

Employer

  1. On the CT Paid Leave Report page, select Setup and then select Employer.

  2. Refer to the Field descriptions and enter or select valid information.

  3. Select Save, then Yes.

Field descriptions

When setting up an employer for the first time, the default information from the W2 Wizard: W2 Parameters page is displayed. You can change the default information.

The following table describes the fields on the CT Paid Leave Report - Employer Information page.

Field

Description

Data source and Valid values

Employer Legal Name

The name of your organization.

The field value is retrieved from the Employer Name field on the W2 Wizard: W2 Parameters page.

First Name

The contact person’s first name.

Not applicable

Middle Name

The contact person’s middle name.

Not applicable

Last Name

The contact person’s last name.

Not applicable

Street Address 1

The first line of your organization's address.

The field value is retrieved from the first line of the Address field on the W2 Wizard: W2 Parameters page.

Street Address 2

The second line of your organization's address.

The field value is retrieved from the second line of the Address field on the W2 Wizard: W2 Parameters page.

Street Address 3

The third line of your organization's address.

The field value is retrieved from the third line of the Address field on the W2 Wizard: W2 Parameters page.

City

The city of your organization's address.

The field value is retrieved from the City field on the W2 Wizard: W2 Parameters page.

State

The state of your organization's address.

The field value is retrieved from the State field on the W2 Wizard: W2 Parameters page.

Zip Code

The five-digit zip code of your organization's address.

The field value is retrieved from the Zip Code field on the W2 Wizard: W2 Parameters page.

Zip Extn

The four-digit zip code extension.

The field value is retrieved from the Zip Extension field on the W2 Wizard: W2 Parameters page.

Employer FEIN

The Employer Identification Number (EIN) assigned by the IRS. Use a dash to separate the first two digits,

The field value is retrieved from the Federal ID Number field on the W2 Wizard: W2 Parameters page.

Taxpayer ID Number

The employer's Connecticut Paid Leave taxpayer identification number.

Not applicable

Receiving Bank Transit Number

The bank routing/transit number for Connecticut Paid Leave payments.

The default value is 01190025.

Not applicable

Receiving Bank Check Digit

A single-digit validation number used to verify the accuracy of the bank routing number.

The default value is 4.

Not applicable

Receiving Bank Account Number

The employer's bank account number for Connecticut Paid Leave contributions/payments.

The default value is 000003850159541314.

Not applicable

ACH Company ID

The employer's unique identification number used for ACH (Automated Clearing House) transactions related to Connecticut Paid Leave contributions.

Not applicable

Load data

Use the CT Paid Leave Report - Load page to extract and load Paid Leave deduction data from the payroll system into the CT Paid Leave reporting module for a specific year and quarter.

  1. On the CT Paid Leave Report page, select Load.

  2. Refer to the Field descriptions and enter or select the required load criteria.

  3. Select Load, and then Yes.

  4. If data for the selected criteria is loaded, select Yes to delete and reload the data.

  5. Save the Load Summary report file and select OK.

  6. If errors are encountered, save the Load Error log and select OK.

  7. Navigate to the file location.

  8. Inspect the files. Refer to Maintain data and update it as necessary.

  9. Repeat these steps until no errors are encountered and all required data is loaded.

Field descriptions

The following table describes the fields on the CT Paid Leave Report - Load page.

Field

Description

Year

The reporting year for which Paid Leave deduction data will be loaded.

Quarter

The reporting quarter for which Paid Leave deduction data will be loaded.

Valid values:

  • 1

  • 2

  • 3

  • 4

Check Issue Start Date

The beginning date of the date range for checks issued during the reporting period.

Check Issue End Date

The ending date of the date range for checks issued during the reporting period.

Paid Leave Deductions

The Paid Leave deduction codes to include in the data load.

Maintain data

Use the CT Paid Leave Report page to generate the Connecticut Paid Leave quarterly return files that are submitted to the Connecticut Paid Family and Medical Leave Insurance (CT PFMLI) program.

If errors are encountered during the Load data process, you can correct the source data on the Employee Information form of the CT Paid Leave Report page. After corrections, you must purge and reload the data.

PowerSchool recommends that you correct the report’s source data that is retrieved from the Core application.

  1. On the CT Paid Leave Report page, filter records using the filter criteria. To enter filter criteria:

    1. Select an option in the first field.

    2. Select or enter a value.

    3. Select Add if the button is enabled.
      Refer to Search for records for more information.

      • To add a record, select Add Record. Refer to the Field descriptions and enter valid information in the required fields. Select Save, and then Yes.

      • To edit a record, select the ellipsis in the Actions column and then select Edit. Update the information and select Save.

      • To delete a record, select the ellipsis in the Actions column, select Delete, and then select Yes.

      • To download the information, select Download, then select Download PDF or Download as an Excel Document. The default file names are:

        • Excel: CT Paid Leave Report_<MMDDYYYY_hhmmss>.xlsx

        • PDF: CT Paid Leave Report_<MMDDYYYY_hhmmss>.pdf

Field descriptions

The following table describes the fields on the Employee Information form of the CT Paid Leave Report page.

Field

Description

Load logic - Data source and Valid values

Year

The calendar year for the quarterly unemployment report.

This field is view-only and cannot be updated after saving the record.

The field value is retrieved from the Year field on the CT Paid Leave Report - Load page.

Quarter

The quarter of the calendar year for the quarterly unemployment report.

This field is view-only and cannot be updated after saving the record.

Valid values:

  • 1 = Jan-March

  • 2 = Apr-June

  • 3 = July-Sept

  • 4 = Oct-Dec

The field value is retrieved from the Quarter field on the CT Paid Leave Report - Load page.

Employee Number

The employee’s identification (ID) number.

Select the Lookup icon to search for and select an employee number.

This field is view-only and cannot be updated after saving the record.

The field value is retrieved from the Employee Number field on the Employee Information page.

Last Name

The employee's last name.

This field is view-only.

The field value is retrieved from the Last Name field on the Employee Information page.

Middle Name

The employee’s first name.

This field is view-only.

The field value is retrieved from the First Name field on the Employee Information page.

First Name

The employee's middle name.

This field is view-only.

The field value is retrieved from the Middle Name field on the Employee Information page.

Total Wages

The total wages paid to the employee for the selected quarter.

Calculated during the data load process.

The calculated value represents the total wages subject to Connecticut Paid Leave deductions for the employee during the reporting quarter. The calculation:

  • Sums the DedGross (deduction gross) value from each payroll check that contains a selected Paid Leave deduction code.

  • Counts DedGross only once per check, regardless of how many deduction lines exist on that check.

  • Subtracts the DedGross from voided checks (if the void was cleared within or before the quarter end date).

  • Returns the greater of the calculated amount or zero (cannot be negative).

Gross Wages

The gross wages subject to Connecticut Paid Leave contributions for the employee.

Calculated during the data load process.

The calculated value represents the total gross wages earned by the employee from non-exempt pay codes during the reporting quarter. The calculation:

  • Sums all pay (earnings) amounts from payroll check history where the CT Paid Leave codes are not marked as deduction exemptions for the pay code.

  • Subtracts pay amounts from voided checks (if the void was cleared on or before the quarter end date).

  • Returns the greater of the calculated amount or zero (cannot be negative).

Deduction

The actual Connecticut Paid Leave deduction amount withheld from the employee's pay for the quarter.

Calculated during the data load process.

The calculated value represents the total Connecticut Paid Leave contribution amount withheld from the employee's paychecks during the reporting quarter. The calculation:

  • Sums the actual deduction amounts (Amt) from all deduction lines in payroll check history that match the selected Paid Leave deduction codes.

  • Includes all deduction line items for the selected Paid Leave deduction codes.

  • Subtracts deduction amounts from voided checks (if the void was cleared on or before the quarter end date).

  • Returns the greater of the calculated amount or zero (cannot be negative).

Create files

The CT Paid Leave report consists of the following report files:

Return File

Use the CT Paid Leave Report - Return File page to generate the Connecticut Paid Leave quarterly return file reports for submission to the state.

  1. On the CT Paid Leave Report page, select Reports, and then Return File.

  2. Refer to the Field descriptions and enter or select the required report criteria.

  3. Create a hard copy of the report to verify data before you create the electronic file:

    1. Select Hard Copy.

    2. Select PDF or Excel.

    3. Select Create, and then Yes.

  4. Save the file and select OK.

  5. Navigate to the folder containing the report file.

  6. Inspect the file. Refer to Maintain data and update it if necessary.

  7. Repeat these steps until all the required data is included.

  8. Create the electronic file:

    1. Select Electronic File.

    2. Select Create, and then Yes.

    3. Save the file and select OK.

The default file name is CT Paid Leave Report_Return File_<YYYY_Q#>.csv.

For detailed information about the report’s file layout, refer to Return File - File Layout and Data Mapping.

Follow the state's submission procedures.

Field descriptions

The following table describes the fields on the CT Paid Leave Report - Return File page.

Field

Description

Reporting Year

The calendar year for which the Return file is being generated.

Reporting Quarter

The specific quarter of the year for which the Return file is being generated.

Valid values:

  • 1 = Jan-March

  • 2 = Apr-June

  • 3 = July-Sept

  • 4 = Oct-Dec

Check Issue Start Date

The beginning date of the payroll check issue period for the selected quarter.

This field is view-only.

Check Issue End Date

The ending date of the payroll check issue period for the selected quarter.

This field is view-only.

Pay Cycle

The employer's payroll frequency for the reporting quarter.

Valid values:

  • Weekly

  • Bi-Weekly

  • Semi-monthly

  • Monthly

  • Multiple Pay Cycles

  • Other

Final Return

Indicates whether this is the employer's final Connecticut Paid Leave report (closing the account).

Amended Return

Indicates whether this is a corrected/amended version of a previously filed quarterly return.

CTX File

Use the CT Paid Leave Report - CTX File page to generate NACHA-compliant ACH (Automated Clearing House) payment files for electronically submitting Connecticut Paid Leave contribution payments to the state.

  1. On the CT Paid Leave Report page, select Reports, and then CTX File.

  2. Refer to the Field descriptions and enter or select the required report criteria.

  3. Create a hard copy of the report to verify data before you create the electronic file:

    1. Select Hard Copy.

    2. Select PDF or Excel.

    3. Select Create, and then Yes.

  4. Save the file and select OK.

  5. Navigate to the folder containing the report file.

  6. Inspect the file. Refer to Maintain data and update it if necessary.

  7. Repeat these steps until all the required data is included.

  8. Create the electronic file:

    1. Select Electronic File.

    2. Select Create, and then Yes.

    3. Save the file and select OK.

The default file name is CT Paid Leave Report_CTX File_<YYYY_Q#>.txt.

For detailed information about the report’s file layout, refer to CTX File - File Layout and Data Mapping.

Follow the state's submission procedures.

Field descriptions

The following table describes the fields on the CT Paid Leave Report - CTX File page.

Field

Description

Reporting Year

The calendar year for which the CTX file is being generated.

Reporting Quarter

The specific quarter of the year for which the CTX file is being generated.

Valid values:

  • 1 = Jan-March

  • 2 = Apr-June

  • 3 = July-Sept

  • 4 = Oct-Dec

Check Issue Start Date

The beginning date of the payroll check issue period for the selected quarter.

This field is view-only.

Check Issue End Date

The ending date of the payroll check issue period for the selected quarter.

This field is view-only.

Effective Entry Date

The date by which the financial institution should process the ACH transaction.

Batch Number

A unique identifier for the ACH batch being submitted.

Trace Number

A unique tracking number assigned to the ACH transaction for identification and auditing.

SPC Addenda Sequence Number

A sequence number for SPC (State Payment Code) addenda records in the ACH file.

Entry Detail Sequence Number

A sequential number assigned to each entry detail record in the ACH batch.

Purge data

If you need to correct setups or employee data, purge the existing records and reload the data.

  1. On the CT Paid Leave Report page, select Purge.

  2. Select the Reporting Year and Reporting Quarter.

  3. Select Submit.

  4. Select Yes, and then OK.

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