PAYROLL TAX REPORT WIZARD

DESCRIPTION: To help you prepare your quarterly payroll reports, we have created a "Report Wizard" to quickly identify your quarter start and end dates and your payroll year start date. Some of the reports generated will require you to fill in the tax rates and so forth, but those forms now have greatly reduced input requirements.

==========================================================

To access the Payroll Tax Report Wizard, click on the PAYROLL button, , then click on the PAYROLL TAX REPORT WIZARD button.

The following screen will appear:

1. Enter the current payroll year or use the scroll down arrow to click on the correct year.  (System defaults to current year.)

2. Click the circle next to the quarter for which you want to create reports. 

If reports have already been calculated for the quarter you have chosen, you will be asked if you wish to recalculate the quarter.  If you do, click YES; otherwise, click NO to select a different quarter or retain the old reports.

3. Enter your UIA Employer Account Number.  Once you enter this the first time, it will remember it for future use.

4. The MESC Taxable Wage Limit will fill in automatically.

5. If there are employees that you need to exclude from this report, enter them in this area.

6. The MI 1028 Directory is automatic based on the tax tables; however you can change it, if necessary.

7. Once you have filled out all of the necessary information, click the NEXT button  ; or click the CANCEL button if you wish to end the Wizard.

8. Once clicking NEXT, your quarterly tax reports will calculate.  You will see a status bar letting you know how the calculation is proceeding.  Depending on how many employees you have, this may take a few minutes to calculate.  When everything is calculated, you will see PROCESSING COMPLETE above the status bar.

9. Click the NEXT button to proceed to the quarterly tax reports. (Click the BACK button if something didn't calculate right or doesn't look right; or click the CANCEL button to end the Tax Report Wizard.) This screen will display a list of all the quarterly tax reports that have been created. You should select a report and click the LAUNCH REPORT button to see the results before you print them.

The reports will open. The information required is discussed for each of the reports below.

FOR ALL THE FOLLOWING REPORTS:

1.  Click Run to run the report.

or

2. Click Save to save the report to your computer/server.

3. Click the Reset or Clear buttons to start over entering information. 

4. Click the NO PARAMETER LIST box if you don't want the choices you made on the screen listed at the end of the report; otherwise if left blank they will print at the end of the report. 

5. Click the NO CROSS TABS box if you don't want the summary information, such as Credits/Debits, Labor/Equipment/etc..  For these reports, both the NO PARAMETER LIST and the NO CROSS TABS can be ignored. 

1094C FORM

1. Enter the appropriate Report Year.

2. Is ALE (Applicable Large Employer) Part of the Aggregated Group?  Defaults to Yes; click the down-arrow to change to NO.

3. Enter the number of forms for this transmittal.

4. If this the Authoritative Transmittal?  Defaults to Yes; click the down-arrow to change to NO.

1095B FORM

1. Do you want to print the instructions?  Defaults to Yes; click the down-arrow to change to NO.

2. Enter the Report Year.

3. Do you want to print the Covered Individuals section? Defaults to Yes; click the down-arrow to change to NO.

This section should really only be printed when you are self-insured.

4. Do you want to hide the Extra Page for Dependents?  Defaults to Yes; click the down-arrow to change to NO.

1095C FORM

1. Do you want to print the instructions?  Defaults to Yes; click the down-arrow to change to No.

2. Enter the appropriate Report Year.

3. Do you want to print the Covered Individuals section? Defaults to Yes; click the down-arrow to change to NO.

4. Do you want to hide the Extra Page for Dependents?  Defaults to Yes; click the down-arrow to change to NO.

941 20## QUARTERLY FEDERAL TAX FORM

1. Select next.

2.

Select

This screen will appear

2. Enter the number of Employees who received Pay.

3. Do you want to file a Schedule B Form?  check the box.

4. Do you print the 941 voucher check the box.

5. Select

6. Select to print check the box.

7. Select

8. The Tax Form will appear.

941A 20## QUARTERLY FEDERAL TAX FORM

1. The 4-digit Payroll Year, Payroll Tax Quarter and FICA/MEDICARE percentages should automatically fill in. 

2. Under the Payroll Types to Exclude, you can enter the Payroll Types of those employees that shouldn't be included on this form.  Enter the starting and ending codes, then click ADD.  (If you want to delete one that you have added, highlight the code, then click DELETE.)

941-SCHEDULE B EMPLOYERS REPORT OF FEDERAL TAX LIABILITY

1.  The Year and Quarter should automatically fill in. 

MICHIGAN UIA 1028 EMPLOYERS QUARTERLY WAGE TAX REPORT

(THIS REPORT IS ONLY FOR EMPLOYERS THAT HAVE 25 OR LESS EMPLOYEES.)

1. The Payroll Tax Year

2.  Payroll Tax Quarter will automatically be filled in.

3. Enter your UI Tax Rate, if applicable.

4. Enter your Obligation Assessment Rate, if applicable.

5. The Taxable Wage Limit should automatically be filled in.

6.  Enter your list of Payroll Types to Exclude, if applicable.

7.Enter the Number of Employees paid for the 1st month of the quarter, the 2nd month of the quarter, and the 3rd month of the quarter.

8. Select if you are a Contributing or Reimbursing Employer.  (Defaults to Contributing)