Payroll Consolidation Groups > Payroll Tax Forms tab

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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.

Use the Payroll Tax Forms tab of the Setup > Payroll Consolidation Groups screen to view or modify the federal, state, and local payroll tax information to use for the consolidation group.

See also: Consolidating client payroll tax information

The fields and entries in this tab reflect those in the Payroll Tax Forms tab of the Clients screen for the primary consolidation client. Changes that you make in this tab override information that was previously set up for all of the consolidation clients (primary and secondary) in the Payroll Tax Forms tab of the Setup > Clients screen. 

Choose Setup > Payroll Consolidation Groups and click the Payroll Tax Forms tab.

Fields & buttons

General federal payroll tax information for the primary client is listed in this section (based on entries made for that client in the Payroll Tax Forms tab of the Clients screen). Modify the information if necessary and it will override the federal payroll tax information for all of the clients in this group. 

  • EIN/SSN. Enter the client's Employer Information number. Changing the information in this field will also change the EIN/SSN information on the Main tab, and vice versa.
  • Employer type. Select the appropriate type from the drop-down list. Your selection will affect the federal forms displayed in the Forms section below. The options are as follows.
    • Agricultural (943)
    • Household
    • Medicare Govt. Emp. (941)
    • Railroad
    • Regular (941) - The default type for new clients.
    • Regular (941) and Agricultural (943)
    • Regular (944)
    • Regular (944) and Agricultural (943)
  • Use whole-dollar rounding. Mark this checkbox to have the application automatically use whole dollar rounding when calculating federal withholding for the client. If you choose whole-dollar rounding, pennies of 49 cents or less will round down, and pennies of 50 cents or greater will round up during check entry.
  • Seasonal Employer. Mark the checkbox if this client is a seasonal employer. This marks the Seasonal checkbox on page 2 of Form 941 for this client and may also affect certain state payroll tax forms. (See Processing tips for state-specific payroll tax forms) to determine which states use this checkbox.
  • Deposit schedule. Choose either the Monthly or Semiweekly (Federal) deposit schedule for this client. (This field defaults to the default deposit schedule selected in the Setup > Firm Information > Tax Agents screen or, if you are using a client template, to the selection made in that template.)
  • 943 Deposit Schedule. This field is available only when one of the following employer types is selected for this client: Agricultural (943), Regular (941) and Agriculture (943), or Regular (944) and Agriculture (943). From the drop-down list you can select Monthly or Semiweekly (Federal) as the deposit schedule for this client. (This field defaults to the default deposit schedule selected in the Setup > Firm Information > Tax Agents screen or, if you are using a client template, to the selection made in that template.)

State payroll withholding and unemployment information for the primary client is listed in this section (based on entries made for that client in the Payroll Tax Forms tab of the Clients screen). Modify the information if necessary and it will override the state payroll tax information for all of the clients in this group.

  • State. If more than one state is used by the currently selected client, select the applicable state from the State drop-down list. If only one state is used by the client, it displays in this field.
  • Unemployment ID. Enter the client's unemployment identification number.
  • UI Base rate. Enter or modify the base rate and effective date for state unemployment for this client. Click the Ellipsis button button to open the Unemployment Rate dialog, where you can enter or modify the base rate for the client and add rates for other periods. Some states have supplemental rates, and if these are applicable to the currently selected state, they will be listed in the Unemployment Rate dialog. If the client is a reimbursable employer, the option to specify this is also available in the Unemployment Rate dialog, if applicable.
  • Total UI rate. The total UI base rate is displayed here.
  • Effective date. This field displays the effective date for the current rate.
  • Local button. Click the Local button to open the Local dialog, where you can view the list of local taxes that apply to this client, enter or modify the Withholding ID for each tax, modify the deposit schedule for the agent that corresponds to each tax, and, if appropriate, specify that the client has nexus in this locality.

    Note: Only localities that are assigned to a tax agent display in the Local grid. If a locality is not part of a tax agent that is already provided by the application, you will need to add a local jurisdiction tax agent before the locality will display here in the grid.

  • Withholding ID. Enter the client's withholding identification number.
  • Deposit schedule. Select the appropriate deposit schedule for this client from the drop-down list. The available selections vary by state.
  • Client has nexus in this state. Mark this checkbox if the client has business presence in this state. This field is used for determining tax calculations, including reciprocal agreements between states, if applicable. If the business location is in the selected state, this checkbox will be marked and grayed out by default.
  • Use whole-dollar rounding. Mark this checkbox to have the application automatically use whole dollar rounding when calculating state withholding for the client. If you choose whole-dollar rounding, pennies of 49 cents or less will round down, and pennies of 50 cents or greater will round up during check entry. If whole-dollar rounding is required by the state, this checkbox will be marked and grayed out by default.
  • Do not consolidate. Mark this checkbox if you do not want state tax information to be consolidated for the state that is currently selected in the State drop-down list.

The Forms section contains grids that list all payment, reconciliation, W-2, and 1099 forms the application handles that the clients may potentially be required to file. For consolidation groups, the information entered in this section overwrites information for the primary and secondary clients in the Payroll Taxes tab of the Setup > Clients screen.

Related topics

Consolidating client payroll tax information

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