Use payroll reports, tax forms, and Aatrix eFiling forms to verify payroll tax and earnings amounts. Reconcile differences before filing payroll taxes.

Important: Sage 100 Contractor doesn't include a standard payroll wage base report.

Verify federal tax amounts

1. Print 5-1-3-21 Federal Tax Report for Check Dates 01/01/20## through 12/31/20##.
2. Print 5-4-1 941/Schedule B/941-V Reports for quarters 1 through 4.
3. Compare the report totals.

The Federal Tax, Social Security, and Medicare totals must match between the reports.

Verify state tax amounts

1. Print 5-1-4-21 State Tax Report for Check Dates 01/01/20## through 12/31/20##.
2. Print 5-1-4-61 State Quarterly Wage Report for quarters 1 through 4.
3. Print 5-1-4-66 Quarterly Earnings Report for quarters 1 through 4.
4. Print 5-4-2 State Forms for quarters 1 through 4.
5. Compare the report totals.

The 5-1-4-21, 5-1-4-61, and 5-1-4-66 totals must match the combined totals from 5-4-2 State Forms.

Note: Print state tax reports for each state if the company operates in multiple states.

Verify employee earnings

1. Print the 5-1-9-31 YTD Earnings Report.
2. Compare the totals to the combined totals from the 5-4-1 941/Schedule B/941-V Reports.

Determine the cause of discrepancies

1. Review 5-3-1 Payroll Calculations for Calculation Type 1 (Deduct from Employee) or Type 2 (Add to Gross).
2. Identify calculations that affect taxable wages, such as a 401(k) deduction.
3. Compare the results to the 5-1-9-31 and 5-4-1 941/Schedule B/941-V Reports.

The reports won't match when deductions or add-to-gross calculations affect taxable wages differently.

The 5-1-9-31 report uses hourly wages and salaries as gross wages.

Form 941 includes wages, salaries, taxable deductions, and taxable Add to Gross calculations.

If the 5-4-1 941/Schedule B/941-V Reports match the 5-1-3-21 Federal Tax Report, process the tax forms.

Review payroll records

1. Open 5-2-2 Payroll Records.
2. Check for invalid Check Dates.
3. Correct any incorrect dates.

Examples include:

• Check Date 01/01/2016 on a 2017 payroll check.
• Check Date 01/01/2017 on a quarter 4 payroll check.

Verify quarter assignments

1. Review 5-2-2 Payroll Records.
2. Check for incorrect Quarter assignments.
3. Run Payroll Repair in menu 5-3-7.
4. Review any reported discrepancies.

Payroll Repair identifies Quarter and Check Date variances.

Run Payroll Repair

1. Open menu 5-3-7.
2. Run Payroll Repair.
3. Review all reported issues.

Payroll Repair identifies:

• Social Security discrepancies.
• Medicare discrepancies.
• Quarter and Check Date variances.
• Uncomputed payroll records.
• Unposted payroll records.

Update tax forms

1. Open 5-4-1 Federal Forms or 5-4-2 State Forms.
2. Click Options, Update Forms, and Automatic Update.
3. Install the latest tax forms when prompted.