Processing state payroll tax forms

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Before you can process SUTA or other payroll tax forms for any state, you must first select that state in the State tax information grid on the Payroll tab of the File > Client Properties dialog.

In addition, to have the application calculate SUTA amounts and the SUTA Worksheet report, the state field in the Other tab of the Setup > Employees window must be completed for the applicable state(s) for each employee.

  1. With the client already open, choose Payroll Tax Processing from the Utilities menu.
  2. From the Payroll Tax Processing window, choose the name of the applicable state from the View menu or click the state's flag in the shortcut bar at the left side of the display.
  3. Click the applicable form tab above the displayed form to view a facsimile of the selected report.
  4. Choose Retrieve Payroll Information from the Tasks menu, or click the Retrieve button on the toolbar to retrieve the information from your payroll data needed to process the return.

    Note: If you are processing a monthly form, be sure to select a month from the Month drop-down list as well as the period in the Retrieve Payroll Data dialog, otherwise no information will be retrieved.

  5. If you want to edit employee information on the form, choose Edit Employee Detail from the Tasks menu and do the following:
    1. Mark the checkbox next to the name of any employee you want to exclude from the report.
    2. Edit other employee information, if necessary.
    3. Click OK to save the information and close the dialog.
  6. Choose Supplemental Information from the Setup menu and, when the dialog displays, enter any additional state-required information that was not previously retrieved, such as number of employees per month, preparer's title, signature date, etc.
  7. Click OK to save the information and close the dialog.

Note: For state forms that require 1099 information, you will need to enter that information manually (it cannot be retrieved automatically).

See also

State Payroll Tax modules in CSA

Printing tax forms

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