How To: Review the Quarterly Tax Account Verification Report
The Quarterly Tax Account Verification Report displays all active tax account details that are currently set up on the payroll account.
The following information should be carefully reviewed each quarter.
- Company Name, Address, and FEIN
- Tax Code/Tax Name all active agencies are setup and accurate.
- Account ID matches the state assigned tax account number
- ER Tax Rate matches the state assigned employer tax rate
This report can be found by navigating to Settings / Payroll Setup / Company Taxes
Contact tax@atlashr.com if any tax accounts have inaccurate data. If you have tax accounts listed that are not longer needed, please contact the state agency to deactivate the account.
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