Processing tips for state payroll tax forms

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For payroll compliance (annually licensed)

This topic provides some general tips and resources that you might find useful as you are processing your clients' state and local payroll tax forms.

General tips

Here are some additional tips to keep in mind as you are processing payroll tax forms.

  • When it is required for magnetic media files, you can view and/or print a Transmittal Worksheet from the Manage Files dialog, available from the Actions > Process Internet/Magnetic Files screen.
  • The payroll tax forms available for a client can vary depending on the client's deposit schedule, employer type, and whether or not they have been specified in the application as a reimbursable employer.
  • Verify that the Do Not File checkbox is cleared in the Payroll Taxes tab of the Clients screen for any payroll tax forms required for your client.
  • State W-2 transmittal forms are processed along with W-2 forms, allowing the Copy 1 to be printed at the same time.

State-specific tips

Refer to the State-specific payroll tax form information article for information on state payroll tax forms, processing tips, due dates, filing methods, agency information, tax payment details, state ID formats, e-filing notes, new hire reporting requirements, and more.

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