About this template
Work type: Accounting
Location: United States
Client industry: Generic
Version: 1 (Latest)
This template includes
- 9 tasks
- 1 client tasks
- Automations
Quarterly Payroll Filings (Q1,Q2,Q3,Q4)
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| Team Tasks |
Automations
|
|
|---|---|---|
| Confirm Payroll with Client |
Payroll Specialist
|
|
| Pay Payroll Tax |
Payroll Specialist
|
|
| Pay Federal Tax | ||
| Pay State Tax | ||
| Pay Local Tax | ||
| Pay Unemployment Insurance Tax | ||
| Prepare & Submit Form 941 |
Payroll Specialist
|
|
| Prepare & Submit State Quarterly Form |
Payroll Specialist
|
|
| Q4 ONLY- Pay 940 |
Payroll Specialist
|
|
| Q4 ONLY- Prepare & Submit 940 |
Payroll Specialist
|
|
| Q4 ONLY- Prepare & File w2/w3 Forms |
Payroll Specialist
|
|
| Save Records to the Client Payroll Folder |
Payroll Specialist
|
|
| Mark the Payroll Tracker |
Payroll Specialist
|
|
| Client Tasks Client Tasks | ||
|---|---|---|
| Please Provide Payroll Information | ||