Payroll Tax Return Copies

A reminder for businesses - Download copies of your quarterly payroll tax returns regularly.  Payroll processors should be filing these on your behalf, but it’s always a good idea to download them and save them to your files. Depending on your filing schedule and what particular quarter it is, you should have:

  • Federal 941 (quarterly)

  • Federal 940 (annually with Q4)

  • State withholding (may be quarterly or annually)

  • State unemployment (quarterly)

  • Copies of W3/W2/s (annually with Q4)

  • If you have engaged me to actually run your payroll (weekly, bi-weekly), I’m downloading these on your behalf and have them in my files as part of your payroll services.

  • If you’re only getting your payroll software through me or if I’m working on your monthly financials but I’m not running your payroll, I have not downloaded these on your behalf, so you need to do that.

Wendy WrayComment