Payroll tax forms additional information

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

For payroll compliance (annually licensed)

Any additional information needed for a particular jurisdiction's tax forms is entered in the appropriate Additional Information dialog. To view information about the fields in the Additional information dialog for each jurisdiction, click the links below.

Choose Setup > Clients, click the Payroll Taxes tab and, in the Forms section, click the Additional Information button associated with the jurisdiction.

Choose Actions > Edit Payroll Tax Forms, select the client and the jurisdiction, and then click the Additional Information button.

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Federal 94x

Fractions of cents limit. By default, 94x forms will automatically calculate fractions of cents. Use this field to specify the threshold amount for the calculation. If nothing is entered here, the default threshold amount of $0.99 will be used.

Third-party designee. Select a third party designee from the drop-down list if appropriate. The list contains the names of all staff members specified as a payroll form preparer and with a third party designee PIN entered in the Preparer Information section of the Main tab of the Staff screen.

Ignore deposit threshold when calculating line 16. When this checkbox is marked, the application never marks the first checkbox for Form 941 Line 16 for this client. Rather, the second checkbox (for monthly depositors) or third checkbox (for semiweekly depositors) is marked based on the deposit schedule selected for the client.

Special filing address. By default, filing instructions generated for 94x forms use the filing address appropriate to the state in which the client is based. When this checkbox is marked, the filing instructions will use the special filing address instead.

Choose how you want to handle an overpayment by clicking either the Refund option or the Apply to next return option.

Business name control. Enter or modify the business control name, usually the first four non-space characters in the client's payroll name.

Reporting agent. Mark this checkbox to designate the reporting method for 94x electronic filing as Reporting Agent for this client. When this checkbox is marked, the Client PIN and Confirm client PIN fields are not available in this dialog. The Reporting agent PIN entered in the Transmission Information dialog in the Process Electronic Forms screen will be used.

Client PIN. If this client's 940 or 941/944 forms are e-filed using individual client PINs, have the client enter the ten-digit digital signature here.

Confirm client PIN. Have the client re-enter the client PIN to verify that it was entered correctly.

Final Statement button. If this is the client's final return, click this button to open the Final Statement dialog, where you can enter information about the type of final return and any new business information.

Taxpayer. Select a taxpayer from the drop-down list, if appropriate. The name, phone number, and other pertinent information entered for the selected contact will be used to complete the form(s). To omit the taxpayer signature date from the form, mark the Suppress date checkbox.

Note: The selections available in the Taxpayer drop-down list are:

Taxpayer signature image. This area displays the taxpayer signature image that will appear in the Taxpayer signature area on the form. Click the Ellipsis button to open the Insert Image - Signature dialog, where you can browse to and insert a signature image into the database, or remove a signature image that you have already inserted.

Preparer. Select a preparer from the drop-down list, if appropriate. The name, phone number, and other pertinent information entered for the selected staff member will be used to complete the form(s). To omit the preparer signature date from the form, mark the Suppress date checkbox.

Notes

  • The names available in the Preparer drop-down list are staff members that have the Payroll form preparer checkbox marked in the Main tab of the Setup > Firm Information > Staff screen.
  • To include only the firm information in the Preparer section of the form(s), select Firm from the drop-down list.

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Federal W-2

Other EIN. Enter another EIN, if applicable.

Signature. Select a client additional contact from the drop-down list. The list contains all client additional contacts that are specified as a payroll form signer for this client. To omit the signature date from the form, mark the Suppress date checkbox.

Contact. Select a contact from the drop-down list if appropriate. The list contains the following.

  • All staff members specified as a payroll form preparer in the Preparer Information section of the Main tab of the Staff screen.
  • All additional contacts for the client that are specified as payroll form signers.
  • Reporting Agent, if a contact of the firm has been set up in the Additional Contacts dialog and has the Reporting agent checkbox marked.

To include only the firm information in the Contact section of the form(s), select Firm from the drop-down list.

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Federal 1095-C

Taxpayer. Select a taxpayer from the drop-down list, if appropriate. The title entered for the selected contact will be used in the signature area of form 1094-C Part II. To omit the taxpayer signature date from the form, mark the Suppress date checkbox.

Note: The names available in the Taxpayer drop-down list are:

Contact. Select a contact from the drop-down list if appropriate. The list contains the following.

  • All staff members specified as a payroll form preparer in the Preparer Information section of the Main tab of the Staff screen.
  • All additional contacts for the client that are specified as payroll form signers.
  • Reporting Agent, if a contact of the firm has been set up in the Additional Contacts dialog and has the Reporting agent checkbox marked.

The checkboxes in this section correspond with the checkboxes in Box 22 from form 1094-C.

  • Qualifying Offer Method
  • Qualifying Offer Method Transition Relief
  • Section 4980H Transition Relief
  • 98% Offer Method

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Federal 1099

Use client printing threshold. Mark this checkbox to enable the Threshold amount field, in which you can enter a client-specific printing threshold amount.

Threshold amount. If there is a threshold amount below which you do not want to print 1099s for this specific client, enter that amount here. This client-specific threshold amount will override any entry in the Printing threshold amount set in the 1099 Print Options dialog.

Send 1099-MISC to Employee Self-Service.

If your firm uses the Employee Self-Service feature, mark this checkbox to have the application send an electronic copy of the 1099-MISC form to the Employee Self-Service portal of independent contractor employees when you print recipient copies of the form for this client, so you can avoid processing the 1099 forms a second time.

Note: The electronic copy of the 1099-MISC form will not be sent to Employee Self-Service when only Copy A is selected for processing.

Signature. Select a client additional contact from the drop-down list. The list contains all client additional contacts that are specified as a payroll form signer for this client. To omit the signature date from the form, mark the Suppress date checkbox.

Contact. Select a contact from the drop-down list if appropriate. The list contains the following.

  • All staff members specified as a payroll form preparer in the Preparer Information section of the Main tab of the Staff screen.
  • All additional contacts for the client that are specified as payroll form signers.
  • Reporting Agent, if a contact of the firm has been set up in the Additional Contacts dialog and has the Reporting agent checkbox marked.

To include only the firm information in the Contact section of the form(s), select Firm from the drop-down list.

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State forms

The fields in the Additional Information dialog vary depending on the state. Click the state link in the table below to view the fields specific to that state as well as any state-specific additional information.

Note that the Signature Area section for each state contains either a Taxpayer field, a Preparer field, or both.

  • Taxpayer. Select a taxpayer from the drop-down list, if appropriate. The name, phone number, and other pertinent information entered for the selected contact will be used to complete the form(s). To omit the taxpayer signature date from the form, mark the Suppress date checkbox.

    Note: The names available in the Taxpayer drop-down list are:

  • Preparer. Select a preparer from the drop-down list, if appropriate. The name, phone number, and other pertinent information entered for the selected staff member will be used to complete the form(s). To omit the preparer signature date from the form, mark the Suppress date checkbox.

    Notes

    • The names available in the Preparer drop-down list are staff members that have the Payroll form preparer checkbox marked in the Main tab of the Setup > Firm Information > Staff screen.
    • To include only the firm information in the Preparer section of the form(s), select Firm from the drop-down list.

Alaska

Signature Area

  • Taxpayer
  • Suppress date
Alabama

General

  • Employer liability date
  • Employee liability date

Overpayment Options

  • Refund
  • Credit

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
Arkansas

General

  • Additional FEINs.
    Enter any additional FEINs in these fields.
  • Seasonal code

Signature Area

  • Taxpayer
  • Suppress date
Arizona

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
California

General

  • Additional FEINs

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
Colorado

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
  • Additional SSN
Connecticut

General

  • Liability date
  • Successor code
  • Notification date
  • Password

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
Delaware

Signature Area

  • Taxpayer
  • Suppress date
District of Columbia

General

  • Name check
  • Third party designee

Overpayments

Choose how you want to handle an overpayment.

  • Refund
  • Apply

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
Florida

General

  • Make installment payments
  • Initiating quarter

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer

e-Enrollment

  • Enrolled for e-Filing
  • Effective date.
    Enter the effective date of the client's enrollment. This field must be completed to create the enrollment file.
Georgia

Signature Area

  • Taxpayer
  • Suppress date
Hawaii

Signature Area

  • Taxpayer
  • Suppress date
Idaho

General

  • Name control

Signature Area

  • Taxpayer
  • Suppress date

1099 and W2 Area

  • 1099s submitted through combined federal/state filing
Illinois

General

  • Do not limit unemployment rate on form. Mark this checkbox if you want the unemployment rate on line 5A of Form UI-3/40 to match the unemployment rate on line 5B.
  • Enable IL Monthly Unemployment Wage Filing. When this checkbox is marked, the application makes available a monthly SUTA worksheet that you can print from the Actions > Process Payroll Tax Forms screen or the Actions > Edit Payroll Tax Forms screen. You can use the worksheet to reconcile and create the internet file to comply with the monthly filing requirements and then upload the internet file via the State of Illinois TaxNet website.
  • Box C on Form IL-941 applies. Mark this checkbox to always mark Box C on Form IL-941.

Sequence Number

  • 000 / 001

Payment

  • Contact

Signature Area

  • Taxpayer
  • Suppress date
  • Authorize discussion
Indiana

General

  • Seasonal code

Signature Area

  • Taxpayer
  • Suppress date
Iowa

Internet Filing

  • Business e-file number
  • Permit number

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
Kansas

General

  • Display employees on Form K-CNS 100

Signature Information

  • Taxpayer
  • Suppress date
Kentucky

General

  • Local tax minor difference threshold
    (Not used on all local forms.)
  • Business type code
    (For Owensboro/Daviess County D-1 form.)
  • Fulton KY License Number

Business Entity Type

  • Individual
  • Partnership
  • Corporation
  • LLC
  • Other

Overpayment

  • Click either Refund or Apply to next return.

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
Louisiana

Signature Area

  • Taxpayer
    • Suppress date
  • Preparer
  • Employees report unemployment wages to other states
  • Default job title for LWC-4BC reporting purposes
Maine

General

  • Name Control

Electronic filing

  • Seasonal period begin
  • Seasonal period end

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
Maryland

Signature Area

  • Taxpayer
  • Suppress date

Overpayment Options

  • Click either Refund or Credit.
Massachusetts

ACH Payments

  • Business name control.
    The first six characters (including spaces) in the client's payroll name are entered here automatically. The state will provide the exact business name when you are approved for ACH tax payments. Please verify that this information is correct after receiving your approval.
  • Plant code

Signature Area

  • Taxpayer
  • Suppress date
Michigan

General

  • Payment apportionment - For Form UIA 1028, if a client has %50 or more of their yearly SUTA tax amount due in the first quarter, you can choose to pay that amount in four equal installments throughout the year.
    • Year
    • Apportionment amount

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
  • Note: To process Form UIA-1028 as a reimbursable employer, you must first mark the Reimbursable Employer checkbox in the Unemployment Rate dialog, accessed by clicking the Ellipsis button next to the UI base rate field in the Payroll Taxes tab of the Setup > Clients screen.

e-Enrollment

  • Enrolled for e-filing
  • Effective date
Minnesota

Signature Area

  • Preparer
  • Suppress date

Overpayment Options

  • Click either Refund or Credit.
Mississippi

Signature Area

  • Taxpayer signature
  • Suppress date
  • Contact person
  • Suppress date
Missouri

Signature Area

  • Taxpayer
  • Suppress date
  • Taxpayer SSN
  • Preparer
  • Suppress date
  • Authorize discussion
  • Owner's name

Overpayment

  • Click either Refund or Credit.

Internet

  • Other EIN
Montana

General

  • Name control
  • Governmental employer
  • Note: To process form UI-5G, you must first mark either the Governmental Employer checkbox here or the Reimbursable Employer checkbox in the Unemployment Rate dialog (accessed by clicking the Ellipsis button next to the UI base rate field in the Payroll Taxes tab of the Setup > Clients screen.

Signature Area

  • Taxpayer
  • Suppress date
  • Contact person

W-2 Media Type

  • Click either Paper or Electronic.

1099 Media Type

  • Click either Paper or Electronic.

Allow DOR to discuss this return with your tax preparer

  • Click either Yes or No.
Nebraska

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
Nevada

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
New Hampshire

General

  • Name control

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
New Jersey

General

  • Name control
  • Syn code

Overpayment Options

  • Click either Refund or Credit.

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date

W-2 Information

  • NJ DI plan provider number
  • NJ FLI plan provider number

Newark

  • Apportionment type
  • Business start date
New Mexico

Signature Area

  • Taxpayer
  • Suppress date

Electronic Filing

  • Field code
New York

General

  • Mail to.
    Choose whether to have a refund mailed to the client or to the firm.
  • Firm is a payroll service (checkbox)
  • Third-party designee

Overpayment Options

  • Click either Refund or Credit.

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
  • NYTPRIN
North Carolina

General

  • Remitter Number

Signature Area

  • Taxpayer
  • Suppress date
North Dakota

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
Ohio

Signature Area

  • Taxpayer
  • Suppress date
  • Taxpayer SSN
  • Preparer
  • Suppress date
Oklahoma

Signature Area

  • Taxpayer
  • Suppress date
Oregon

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
Pennsylvania

General

  • Plant number
  • Location

General - City

  • Non-profit charity
  • Self-employed

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
Rhode Island

Signature Area

  • Taxpayer
  • Suppress date

Filing Method

  • Click either CD or Diskette.
South Carolina

General

  • Liability begins date
  • Liability established date
  • Liability accomplished date
  • Channel
  • Area

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
South Dakota

Signature Area

  • Taxpayer
  • Suppress date
Tennessee

Additional Fee

  • Calculate additional fee (checkbox)

Signature Area

  • Taxpayer
  • Suppress date
Texas

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
Utah

Signature Area

  • Taxpayer
  • Suppress date
Vermont

General

  • Name control

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
Virginia

General

  • Area

Signature Area

  • Taxpayer
  • Suppress date
Washington

General

  • Team number
    Enter the team number to specify the address to print on the filing instructions for the Workers' Compensation Employer's Quarterly Report (F212-055-000) for the client.

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
West Virginia

Overpayments

  • Click either Refund or Apply to next return.

Signature Area

  • Taxpayer
  • Suppress date
  • Preparer
  • Suppress date
Wisconsin

Electronic Filing

  • Internet access number.
    If applicable, specify the appropriate access number (as supplied by the Wisconsin Department of Workforce Development, Division of Unemployment Insurance).
  • SUI payments made via ACH debit
  • Client PIN
  • Confirm PIN

Signature Area

  • Taxpayer
  • Suppress date
Wyoming

Signature Area

  • Taxpayer
  • Suppress date

See also

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