We know that year end can be a busy time for you and your clients. Whether you are processing W-2s, closing out the year, or preparing for the next, we want to ensure that you have easy access to all of the information and resources available.
The Online Payroll 2010 Year-End Guide for Accounting Professionals is a supplement to the Online Payroll 2010 Year-End Guide. It includes instructions and tips to help you and your clients through year-end tasks and activities.
Important! We plan on updating this page throughout busy season. Be sure to check back soon and often for new or updated info!
Preparing 2010 Year-End Forms for Clients
Prompt for state account number: If you're prompted for a state account number when preparing W-2 forms for a client, then we've detected that the company or employee is subject to taxes in that state. You must either enter the state account number or remove the account number requirement before you can continue processing forms.
If you're not sure if your client is subject to the taxes in the state, run the Payroll Tax & Wage Summary report for the 1/1/2010 - 12/31/2010 period and check to see taxes have been calculated for the state agency.
- If no tax has been calculated for the state, then you can remove the state account number requirement. To do so:
- Click W-2 (copies A and D).
- Click State EIN Requirement Setting for W-2 Forms.
- Select the checkbox and then click OK.
- If tax has been calculated for the state, you need to either enter the state account number or contact Customer Support.
Client must have an account in 2010 to file 2010 forms: To file a client's year-end forms, the client must have had a payroll account and run payroll in 2010. You cannot create an account for a client in 2011 and file 2010 year-end forms.
Reactivating Clients for Year-End Filing
You may have clients who used the payroll service to run payroll in 2010, but subsequently canceled. In the beginning of January, we'll add an item to their To Do list that lets them reactivate the service and file year-end forms.
To reactivate a client's account for year-end filing:
- Log in to the client's account.
- In the To Do list, click Reactivate your account for year-end form filing.
- Accept the reactivation.
Note: Only those clients who ran payroll in 2010 and don't have any outstanding billing issues can be reactivated for year-end filing.
Support
To avoid hold times, we recommend that you use live chat if you need to contact support during busy season.