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.
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. When you click either the Refund option or the Apply to next return option, that will display on the form when there is an overpayment.
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. The Reporting agent PIN entered in the Transmission Information dialog in the Process Electronic Forms screen will be used.
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. Valid image formats are BMP, PNG, or JPG files.
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. Only one Firm Contact can be designated as the reporting agent.
- To include only the firm information in the Preparer section of the form(s), select Firm from the drop-down list.
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 and also the contact that is set up as the reporting agent in the Additional Contacts dialog accessed from the Setup > Firm Information > Firm screen. 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.
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
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-NEC 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-NEC 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-NEC form will not be sent to Employee Self-Service when only Copy A is selected for processing.
Send 1099-NEC to WorkforceHub.
If your firm uses the WorkforceHUB integration, mark this checkbox to have the application send an electronic copy of the 1099-NEC form to the WorkforceHUB portal for 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-NEC form will not be sent to WorkforceHUB 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.
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.
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General
- Employer liability date
- Employee liability date
Overpayment Options
Signature Area
- Taxpayer
- Suppress date
- Preparer
- Suppress date
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General
- Additional FEINs.
Enter any additional FEINs in these fields.
- Seasonal code
Signature Area
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Signature Area
- Taxpayer
- Suppress date
- Preparer
- Suppress date
e-Enrollment
- Enrolled for e-Filing - Mark this checkbox to exclude the client from the Client Enrollment grid in the Actions > Enroll Arizona Electronic Filing screen.
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General
Signature Area
- Taxpayer
- Suppress date
- Preparer
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FLI Tax Information
- FAMLI ID
- The FAMLI ID is formatted as ########## (10 digits) and allows leading zeroes.
- The FAMLI ID, if entered, will be included in the CO-PFML Worksheet electronic file as well as the addenda record of the ACH Credit payment file.
Signature Area
- Taxpayer
- Suppress date
- Preparer
- Suppress date
- Additional SSN
Denver Corporation
- Marking this checkbox enables the minimum threshold to be calculated on Denver Forms 101 and 104 when there are no taxable employees for the period.
Note: All businesses located in Denver are required to pay the minimum $4.00 Business Occupational Privilege Tax (OPT) for each month even when there are no taxable employees.
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General
- Liability date
- Successor code
- Notification date
- Password
Signature Area
- Taxpayer
- Suppress date
- Preparer
FLI Tax Information
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General
- Name check
- Third party designee
Overpayments
Choose how you want to handle an overpayment.
Signature Area
- Taxpayer
- Suppress date
- Preparer
- Suppress date
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General
- Make installment payments
- Initiating quarter
Signature Area
- Taxpayer
- Suppress date
- Preparer
e-Enrollment
- Enrolled for e-Filing - Mark this checkbox to exclude the client from the Client Enrollment grid in the Actions > Enroll Florida Electronic Filing screen.
- Effective date.
Enter the effective date of the client's enrollment. This field must be completed to create the enrollment file.
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General
Signature Area
1099 and W2 Area
- 1099s submitted through combined federal/state filing
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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
Payment
Signature Area
- Taxpayer
- Suppress date
- Authorize discussion
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Internet Filing
Signature Area
- Taxpayer
- Suppress date
- Preparer
- Suppress date
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General
- Display employees on Form K-CNS 100
Signature Information
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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
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Signature Area
- Employees report unemployment wages to other states
- Default job title for LWC-4BC reporting purposes
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General
Electronic filing
- Seasonal period begin
- Seasonal period end
Signature Area
- Taxpayer
- Suppress date
- Preparer
- Suppress date
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Signature Area
Overpayment Options
- Click either Refund or Credit.
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General
Calculate Form DUA 1 deferral amount - Mark this checkbox to indicate that the client is eligible, and elects, to take the 34% deferral when processing a qualifying quarter. More information
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
FLI Tax Information
- PFML Account ID.
(Optional) Enter the ID using the format PFM########### (PFM + 11 numeric digits). This ID number, if you enter it, will be included in the payment record of the internet file with payment.
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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 - Mark this checkbox to exclude the client from the Client Enrollment grid in the Actions > Enroll Michigan Electronic Filing screen.
- Effective date
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Signature Area
Overpayment Options
- Click either Refund or Credit.
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Signature Area
- Taxpayer signature
- Suppress date
- Contact person
- Preparer
- Suppress date
Withholding
Type of withholding.
This field is used for Form 89-105. The selections in the drop-down list are:
- Standard
- Leasing
- Gambling
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Signature Area
- Taxpayer
- Suppress date
- Taxpayer SSN
- Preparer
- Suppress date
- Authorize discussion
- Owner's name
Overpayment
- Click either Refund or Credit.
Internet
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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
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Signature Area
- Taxpayer
- Suppress date
- Preparer
- Suppress date
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Signature Area
- Taxpayer
- Suppress date
- Preparer
- Suppress date
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General
Signature Area
- Taxpayer
- Suppress date
- Preparer
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General
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
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Signature Area
Electronic Filing
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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
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Signature Area
- Taxpayer
- Suppress date
- Preparer
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Overpayments
Refund or Apply to next return
Signature Area
- Taxpayer
- Suppress date
- Taxpayer SSN
- Preparer
- Suppress date
- Authorize preparer to contact CCA
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Signature Area
- Taxpayer
- Suppress date
- Preparer
- Suppress date
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General
General - City
- Non-profit charity
- Self-employed
Signature Area
- Taxpayer
- Suppress date
- Preparer
- Suppress date
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Signature Area
Filing Method
- Click either CD or Diskette.
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General
- Liability begins date
- Liability established date
- Liability accomplished date
- Channel
- Area
Signature Area
- Taxpayer
- Suppress date
- Preparer
- Suppress date
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Additional Fee
- Calculate additional fee - Mark this checkbox to calculate an additional fee on Form LB-0456.
Signature Area
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Signature Area
- Taxpayer
- Suppress date
- Preparer
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General
Signature Area
- Taxpayer
- Suppress date
- Preparer
- Suppress date
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FLI Tax Information
- PFML Number.
- The PFML number is formatted as C######### (C followed by 9 digits).
- In most cases the 9 digits of the PFML number following the letter C are the first 9 digits of the client's Unified Business Identification (UBI) number.
Signature area
- Taxpayer
- Suppress date
- Preparer
- Suppress date
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Overpayments
- Click either Refund or Apply to next return.
Signature Area
- Taxpayer
- Suppress date
- Preparer
- Suppress date
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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
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Accounting CS
