Pennsylvania e-filing

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

When you are ready to prepare the form, follow these steps.

Form UC-2/UC-2A

When you are ready to prepare the form, follow these steps.

  1. Choose File > Print when the Pennsylvania Payroll Tax Processing window is active.
  2. Mark the Process SUTA file checkbox and then click OK.
  3. Choose File > SUTA File Utilities to do any of the following:
    • Combine Files
    • Preview Files
    • Verify
    • Remove Clients
    • Save to Submittable Format
    • Restore from Submittable Format
    • Change Transmitter Information
    • Generate transmittal Sheet
  4. Select File > SUTA File Utilities > Save to Submittable Format. Choose the file location and then click OK.

    Notes

    • When the file is created, it is automatically encrypted for security. Before submitting the file to the appropriate agency you must use the Save to Submittable Format command, at which point the files are decrypted.
    • The file format is CSV.
  5. Navigate to www.portal.state.pa.us/portal/server.pt/community/uc_management_system/18222 and log in with your user name and password.
  6. Follow the prompts to upload your CSV format file.

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Forms PA-501 and PA-W3

  1. When you are including a payment with either form, choose Setup > FSET Transmission > Client when the Pennsylvania Tax Processing window is active.
  2. In the FSET Client dialog, enter information in the appropriate fields and then close the dialog.
  3. Choose File > Print
  4. In the Print Tax Forms dialog, mark the Queue checkbox next to the form(s) you would like to e-file and the click OK.
  5. Choose File > FSET Utilities > Queue Maintenance to delete any files prior to transmission via CS Connect.
  6. Choose File > FSET Utilities > FSET Maintenance to view or delete any returns or acknowledgement files.
  7. When you are ready to send your files to Pennsylvania, close the Payroll Tax Processing window by clicking the Done button, and then choose File > CS Connect.
  8. In the CS Connect dialog, mark the Transmit returns checkbox in the Electronic filing section.
  9. Click the Electronic filing tab to select the files you want to send, and then click the Call Now button.

    Note: The Transmit returns checkbox will transmit both state and federal files. If you would like to send only PA files, you should use the Electronic filing tab to select them for submission.

  10. Once Pennsylvania has accepted or rejected your file(s), you will receive an acknowledgement file via CS Connect. To download the acknowledgement file, you must open the CS Connect dialog, mark the Retrieve acknowledgements checkbox in the Electronic filing section, and click the Call Now button.
  11. If acknowledgements were downloaded, you can view them in the FSET Maintenance dialog by choosing Utilities > Payroll Tax Processing, selecting Pennsylvania, and then choosing File > FSET Maintenance.

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See also: State e-filing overview

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