What information is included in the Quarterly Governmental Report

Customizing the Quarterly Governmental Report:

The Quarterly Governmental Report default values print the current version of the Quarterly Governmental Report form used for quarterly reporting of income and tax information. If you need to add form codes for specific governmental tax and income reports, you can modify the existing format to meet your reporting requirements.

Note: If your state requires double spacing for this report, enter 002 in the Number of lines per detail item field on the Header tab.

The following table indicates what effect the field description has on quarterly report printing.

Field Description	Effect on Report
Social Security Number Name - Last Name First Name - First Name First Days Worked Weeks Worked Gross Wages	These fields print on the line specified within each employee line grouping.
Name - Last Name First Name - First Name First	These fields allow you to enter Y in the Misc column to print only the first initial of the first name or N to print the entire first name.
Unemployment WGS To Limit	This field prints on the line specified within each employee line grouping. If you enter Y to print this field, only states where an employee has unemployment wages print. If you enter N in this field, information for all states where employees have wages print.
Pension Plan Deductions	This field allows you to print pension plan deductions for each employee.
Employee First Name	This field allows you to enter Y in the Misc column to print only the first initial of the first name or N to print the entire first name.
Employee Hire Date	This field prints the employee hire date *only* if this date falls within the quarter for which you are printing the Quarterly Governmental Report.

Detail Options:

Data: Select the Print check box to print the selected data field on the form. Then, enter the line number and tab position for the data field.

Description: Select the Print check box to print the description for the selected data. Then, enter the line number and tab position for the description. In the Description text box, enter the description to be printed for the selected data.

By default, the report will print Unemployment wages TO LIMIT.

Note: You can also print the Quarterly Tax Report (under Payroll > Reports menu) to get the Taxable Unemployment Wages to limit

To print QTD Unemployment Wages pre-limit (total unemployment wages without the Unemployment limit applied) ( which is the Gross wages - any applicable deductions that are setup to reduce Unemployment wages):

Open Payroll, Period End, Quarterly Governmental Report
In the Form Code field, create a new form code (i.e. 2) with appropriate description
Click Form button
Click on Detail tab and make the following changes:
- Unemployment Wages TO Limit, deselect all check boxes and click OK
- Unemployment Wages NO Limit, Data= select Print check box, enter Line=001, Tab=059, click OK
- Note: If applicable, you may want select Excess Unemployment Wages
Click Accept
In the State Code field, select applicable state code from look up
Print or Preview

If you do not get desired results, confirm none of the print lines are using the same tab settings.

Attached is a sample Quarterly Governmental Report format for showing Total Unemployment Wages (NO Limit) and Excess Unemployment Wages