Available to Accountant Partners and Staff with permissions
This report is for accountant partners and users with authorized access. It provides a comprehensive overview of all client tax settings.
Go to Reports > Partners > Client Company Reports > Payroll Tax Settings
Information displayed on the Partner Payroll Tax Settings Report:
Company: Click on the company name to access the client’s account.
A company with multiple work locations in different states will have a separate entry for each state.
Federal EIN (FEIN)
Federal Filer Type
Federal Deposit Frequency – for full service payroll customers
State
SUTA Tax Rate
SUTA Tax Effective Date
Features of the Payroll Tax Settings Report
Search Functionality: You can search using any of the displayed fields.
Download Option: To download a CSV of the payroll tax settings report, click the Download Spreadsheet link at the top of the report.
By default, the report displays information for active companies. To view inactive companies, toggle “Show Inactives” at the top of the page.
Check out Partner Client Company Payroll Reports for more reports created exclusively for partners.