For payroll compliance (annually licensed)
Payroll tax liability for state and local jurisdictions is automatically determined by the application based on the client and employee work locations and addresses. Federal, state, and local payroll tax information is entered in the Setup > Clients > Payroll Taxes tab screen.
If a state or locality requires any additional information for filing, this is entered in the Additional Information dialog, accessed by clicking the Additional Information button next to the state in the Forms section of the Payroll Taxes tab.
See also
Employee count examples for 94x and state unemployment (SUTA) forms
Per return pricing (PRP) information
There is a per-return transmission cost for electronically filing federal 94x forms; enrollment files do not accrue a fee. There is no additional transmission cost for electronically filing state forms. For many firms, it may be more cost efficient to purchase an unlimited e-filing license. For pricing information on the unlimited e-filing license, contact your Sales Representative.
Setup and verification
The following steps cover the initial setup and verification of information required prior to processing payroll tax forms.
Verifying client location and employee address information
Setting up client payroll tax information
Filing requirements by state/locality
To file state and local forms by any method other than paper or preprinted (via magnetic, electronic, or internet files), you need to know ahead of time if the state or locality requires registration prior to e-filing, if they require test files sent, and what file format they use.
State filing information
Click the state links for registration and file format information. If the state does not allow e-filing, the state name will not be a link.
Local filing information
The localities listed below accept or require e-filing. click the state name to view filing information for that state's localities.
Louisville Metro Revenue Commission
- Registration required? - No
- File format - Comma-delimited
- Notes: Navigate to the Louisville Revenue Commission website. Click Electronic Services to upload your file.
City of Detroit Withholding tax - Michigan Department of Treasury
City of Kansas City, Missouri - Revenue Division
- Registration required? - Yes
- File format - Fixed length
- Notes: For more information, please visit the City of Kansas City website at http://kcmo.gov/.
City of Cincinnati Income Tax Division
- Registration required? - Yes
- File format - Fixed length
- Notes: For more information, please visit the City of Cincinnati website at http://www.cincinnati-oh.gov/.
Berks E.I.T. Bureau - EIT and Berks E.I.T. Bureau - LST
- Registration required? - No
- File format - MMREF-1
- Notes: For more information, please visit their website at https://www.berkseit.com/pages/EmployerEIT.html or https://www.berkseit/pages/LST.html.
Blair Tax Collection Bureau - EIT
- Registration required? - Yes
- File format - MMREF-1
- Notes: For more information, please visit their website at http://www.blairtax.org/online-filing.
Blair Tax Collection Bureau - LST
Capital Tax Collection Bureau - EIT and Capital Tax Collection Bureau - LST
- Registration required? - Yes
- File format - MMREF-1
- Notes: For more information, please visit their website at https://captax.com/
Centre Tax Agency - EIT and Centre Tax Agency - LST
- Registration required? - Yes
- File format - MMREF-1
- Notes: For more information, please visit their website at http://www.statecollegepa.us/167/Centre-Tax-Agency-Tax-Services.
City of Philadelphia
- Registration required? - Yes
- File format - TXT
- Notes: For more information, visit the City of Philadelphia website.
Cumberland Tax Bureau - EIT and Cumberland Tax Bureau - LST
- Registration required? - No
- File format - MMREF-1
- Notes: For more information and filing specifications, please visit their website at http://www.cumberlandtax.org/tax-forms-and-resources/magnetic-media-specifications.
Danville Area EIT Office - EIT
Franklin County Area Wage Bureau - EIT
- Registration required? - Yes
- File format - MMREF-1
- Notes: For more information, please visit their website at https://www.fcatb.org/index.php/employer-tax-forms
HAB-EIT and HAB-LST
Jordan Tax Service - EIT and Jordan Tax Service - LST
- Registration required? - Yes
- File format - MMREF-1
- Notes: For more information, please visit their website at http://www.jordantax.com/Act32/Employer.html.
Keystone Central School District Tax Office - EIT
- Registration required? - Yes
- File format - MMREF-1
- Notes: For more information, please visit their website at https://www.kcsd.k12.pa.us/en-US/tax-office-90b08a8c/employer-tax-information-8bb0c085
Keystone Collections Group - EIT and Keystone Collections Group - LST
- Registration required? - Yes
- File format - MMREF-1
- Notes: For more information, please visit their website at https://keystonecollects.com/business/electronic-file-specifications/
Lancaster County Tax Collection Bureau - EIT and Lancaster County Tax Collection Bureau - LST
- Registration required? - No
- File format - MMREF-1
- Notes: For more information, visit their website at http://lctcb.localtaxonline.org/employer.html.
Municipality of Bethel Park - LST
- Registration required? - Yes
- File format - MMREF-1
- Notes: For more information, please visit their website at http://www.jordantax.com/Act32/Employer.html.
Scott Township - LST
- Registration required? - Yes
- File format - MMREF-1
- Notes: For more information, please visit their website at http://www.jordantax.com/Act32/Employer.html.
Southwest Regional Tax Bureau - EIT and Southwest Regional Tax Bureau - LST
- Registration required? - Yes
- File format - MMREF-1
- Notes: For more information, please visit their website at http://www.swrtb.org/.
Township of Upper St. Clair - LST
- Registration required? - Yes
- File format - MMREF-1
- Notes: For more information, please visit their website at http://www.jordantax.com/Act32/Employer.html..
Treasurer, City of Pittsburgh
- Registration required? - No
- File format - ASCII
- Notes: For more information, please visit their website at http://www.pittsburghpa.gov/finance/tax-forms.
York Adams Tax Bureau - EIT
- Registration required? - Yes
- File format - MMREF-1
- Notes: For more information, please visit their website at http://www.yatb.com/.
Processing
If you have registered for e-filing with all necessary jurisdictions, the client's information has been set up, and you are ready to process forms, follow these steps.
- If you need to modify information on a payroll tax form for a client prior to processing, choose Actions > Edit Payroll Tax Forms and enter any information or override fields as needed. If you want to process forms for the client at this point, you can choose File > Process Client Forms (or click the Process Client Forms icon in the toolbar), select the forms, choose the appropriate filing methods, if needed, and click the Process Selected button.
- If you do not need to modify form information, choose Actions > Process Payroll Tax Forms , click the plus sign next to the client ID to view the forms, select the forms to process, choose the appropriate filing methods, and then click the Process Selected button.
- Follow the Processing electronic forms or the Processing internet and magnetic files procedure to process your files.
- To make or include payments, follow either the Creating electronic or internet files for payroll tax payment forms or Creating payroll tax reconciliation forms that include payment procedure.