Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Editing payroll tax forms

Process liability adjustments

To make sure that liabilities for tax agents match amounts calculated on tax forms during payroll tax form processing, the application notifies you when there are differences and allows you to make adjustments. You may need to do this if you process certain forms with a filing method of Electronic/Internet/Magnetic with payment.
When you process your client's payroll tax forms and select
Process Selected
, the application shows a report that lists clients' forms that require adjustments to match liability amounts.
  1. Select
    Process Adjustments
    .
    The application shows a list of client IDs, forms that require adjustments to cover liabilities, associated tax types and descriptions, and amounts of the differences.
  2. Select
    +
     next to each row to view the taxable wages, balance due, open liabilities, and (if applicable) the SUI rate for the client.
  3. To print a report of the liability adjustments for your records, select
    Preview Report
    , then
    Print All Reports
    .
  4. Use the
    Do Not Create
     checkbox if you don't want to create a liability adjustment for a particular form.
  5. Mark or clear the
    Write Off
     checkbox as needed.
  6. For adjustments associated with a payroll consolidation group, assign the adjustment to a different client in the payroll consolidation group and select the client ID in the
    ID
     field.
  7. Select
    Process
    .

This article applies to:

  • Product: Accounting CS
  • State: All states
  • Subject: Payroll tax forms
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close