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.

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):

1. Open Payroll, Period End, Quarterly Governmental Report
2. In the Form Code field, create a new form code (i.e. 2) with appropriate description
3. Click Form button
4. Click on Detail tab and make the following changes:
   • Unemployment Wages TO Limit, deselect all check boxes and click OK
5. • 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
6. Click Accept
7. In the State Code field, select applicable state code from look up
8. 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

Use the Quarterly Governmental Report for reporting quarterly income and tax information to various governmental agencies. The default format supplied with your Payroll module, includes quarterly Gross Wages and taxable Unemployment Wages (FUTA/SUTA).

If your company requires Quarterly Governmental reports to be filed electronically, you can use Federal or State eFiling and Reporting.

Note Employees with negative wage amounts for the quarter are not included on this report.

To print the Quarterly Governmental Report:

1. Open Payroll, Period End, Quarterly Governmental Report
2. If you would like to customized this report, click the Form button. **See additional information section below

Sample of Quarterly Governmental Report: