About this template
Work type: Payroll
Location: United States
Client industry: Generic
This template includes
- 21 tasks
- Automations
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Work type: Payroll
Location: United States
Client industry: Generic
This template includes
Preparation | ||
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Prepare and Save the Quarterly Payroll Summary in QuickBooks Desktop |
Payroll Specialist
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Prepare and Save Form 941 with Schedule B (if needed) from QuickBooks Desktop |
Payroll Specialist
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Prepare and Save from QuickBooks Desktop State Withholding Worksheet* Rename with form name |
Payroll Specialist
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Prepare and Save from QuickBooks Desktop State SUTA Worksheet* Rename with form name |
Payroll Specialist
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Prepare and save Local or special taxes if applicable |
Payroll Specialist
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Review and Reconcile | ||
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Reconcile the 941 to the payroll summary |
Payroll Specialist
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Reconcile the state withholding return to the payroll summary |
Payroll Specialist
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Reconcile the state unemployment return to the payroll summary |
Payroll Specialist
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Reconcile local and special tax return to the payroll summary |
Payroll Specialist
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Manager Review |
Manager
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File Returns | ||
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File SUTA report scheduling necessary tax payment |
Payroll Specialist
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Enter SUTA payment into QBDT as a liability payment check |
Payroll Specialist
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File state withholding scheduling necessary tax payment |
Payroll Specialist
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File local and special tax return |
Payroll Specialist
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Upload 941 Return to Client in Client Portal - Taking note of when it was uploaded |
Payroll Specialist
|
ADMIN | ||
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Create Quarter End Packet and Upload to Client Portal |
Payroll Specialist
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Create QE Packet |
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Upload to client |
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Type the date the 941 was uploaded to Client Portal at the top of the 941 with initials of who uploaded |
Payroll Specialist
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Add State Specific instructions and SOP's to the Resources section when adding to a client for the first time then remove this task from "recurs with project" |
Payroll Specialist
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Add state tags |
Payroll Specialist
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Post Quarter End | ||
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Get verification back from client that 941 was signed and mailed. |
Payroll Specialist
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Type the date the client mailed the Return on top of the 941. |
Payroll Specialist
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