Required Tax Filing Documentation for Payroll

Updated May 29, 2018 -- For Administrators

Withholding

Form 941: This is the Employer's Quarterly Federal Income Tax Return. This return is useful to help balance quarterly Federal wages and withholdings.

Unemployment

Not applicable.

Withholding

Form A-1 (Employers Quarterly Return of Income Tax Withheld): This return is normally filed electronically. The data on return is useful to help balance Alabama income tax withholding and remittances.

Unemployment

Form UC CR-4 CR4A (Quarterly Contribution and Wage Report): This return is filed electronically. eFile is required by the state.

Withholding

Not applicable

Unemployment

Form TQ01C (Alaska Quarterly Contribution Report): This report is a good source for Employee Wages, Occupational Codes, and Geographic Codes.

Withholding

A1-QRT: All employers must file a quarterly withholding tax return with the AZ Department of Revenue to report its Arizona withholding tax liability. This return is a good source of information to use to balance the withholding amounts remitted as well as the total AZ wages reported to the State of AZ.

Unemployment

AZ UC_018: Online filing is preferred up to 999 employees. If you have a paper copy of the UC-018, it is a good source of information to use in balancing UI wages and employer liabilities for prior quarters.

Withholding

Filed Electronically. Use a payroll report that contains Employee Name, SSN, Quarterly Wages and Withheld Amounts

Unemployment

AR-DWS-ARK20 (Employer's Quarterly Contribution and Wage Report): This report is a good source of information for balancing employees' total wages paid by quarter as well as the Employer's Quarterly Unemployment contribution amounts paid.

Withholding/Unemployment

CA DE9 and CA DE9c: California is a combined reporting state. The Quarterly Contribution Return and Report of Wages return is used to report UI, Training, Disability and personal Income tax withheld. It is a good source of information to use in balancing prior quarter data.

Withholding

CT-941 ( Connecticut Quarterly Reconciliation of Withholding): This report is a good source of information used to balance wages and taxes withheld from prior quarters.

Unemployment

CT UC_2 (Employer Contribution Return and Employee Quarterly Earnings Report): Employers can file online or by paper. This return is a good source of information to use to balance employee earnings and employer contributions for prior quarters.

Withholding

Filed electronically in Colorado. Use a payroll report that contains Employee Name, SSN, Quarterly Wages Paid and Amounts withheld.

Unemployment

UTR_1 (Quarterly Wage and Contribution Report): Employers can file electronically or by paper. If by paper, the state will mail the original return to the employer. Include any localities as well (e.g., Glendale, Greenwood Village, Denver, Sheridan, Aurora).

Withholding

The DE withholding taxes are filed electronically. Use a payroll report that contains Employee Name, SSN, Quarterly Wages Paid and Amounts Withheld.

Unemployment

UC-8 (Quarterly Tax Report) and UC-8A (Quarterly Payroll Report): These returns are a good source of information to use to balance Employee Gross Covered Wages and Employer Contributions for prior quarters.

Withholding

FR900Q ( Employer /Payor Withholding Tax Quarterly Return): This return is a good source of information to use to balance DC Income tax withheld from wages, tips, and other compensation for prior quarters.

Unemployment

Form UC-30 ( Employer Quarterly Contribution and Wage Report): This return is a good source of information to use to balance employee wages and employer contribution amounts for prior quarters.

Withholding

Not applicable

Unemployment

FL UCT 6 (Employer's Quarterly Report): This is filed electronically. Any payroll report that contains Gross Wages, Excess Wages, Taxable Wages, Employee Name, and Social Security Number can be used to balance prior quarter data.

Withholding

G7 (Employer's Quarterly Tax Return): The Georgia G7 returns are often filed electronically. This return can be used to reconcile the Georgia withholding amounts from prior quarters.

Unemployment

DOL-4N (Employer's Quarterly Tax and Wage Report): This return is a good source of information to use to balance employee gross wages paid and employer contributions made in prior quarters.

Withholding

HW-14 (Withholding Tax Return): This report is a good source of information used to balance wages and taxes withheld from prior quarters.

Unemployment

UC B6 and UCB6A (Employer's Quarterly Wage, Contribution and Employment and Training Assessment and Continuation Report): Employers are encouraged to file electronically. If you eFiled, you can use a payroll report that contains employee unemployment wages and employer contribution amounts.

Withholding

Form 967 (Idaho Annual Withholding Report): This is the only filing requirement for withholding. Use a Payroll report that contains Employee SSN, Quarterly Wages Paid and Withheld Amounts

Unemployment

TX20 (Quarterly Contribution Report)and TX26 (Continuation Report): This return is a good source of information to use to balance employee gross wages paid and employer contributions made in prior quarters.

Withholding

IL-941 (Illinois Quarterly Withholding Income Tax Return): This report is a good source of information used to balance wages and taxes withheld from prior quarters.

Unemployment

IL UI 3_40 (Employer's Contribution and Wage Reporting): This return is a good source of information to use to balance employee gross wages paid and employer contributions made in prior quarters.

Withholding

WH-1 (Indiana Withholding Tax Form): This report is a good source of information used to balance wages and taxes withheld from prior quarters.

Unemployment

UC-1 (Quarterly Contribution Report) and UC-5 (Quarterly Payroll Report): This return is a good source of information to use to balance employee gross wages paid and employer contributions made in prior quarters.

Withholding

44-095 (Iowa Withholding Tax Quarterly Return): This report is a good source of information used to balance wages and taxes withheld from prior quarters.

Unemployment

This is eFiled. You can use a payroll report that contains employee unemployment wages and employer contribution amounts.

Withholding

KW-5 (Kansas Withholding Tax Deposit Report): Returns can be filed electronically. This report is a good source of information to balance state tax withheld amounts from previous quarters.

Unemployment

K-CNS 100 (Quarterly Wage Report and Unemployment Tax Return): This return can be filed electronically. This return is a good source of information to use to balance employee gross wages paid and employer contributions made in prior quarters.

Coming soon.

Withholding

L-1 (Employer's Quarterly Return of Louisiana Withholding Tax): This report is a good source of information used to balance taxes withheld from prior quarters.

Unemployment

LW ES51 (Louisiana Wage and Tax Report): This return is eFiled electronically so you can use a payroll report that contains employee unemployment wages and employer contribution amounts.

Withholding

941ME (Employer's Return of Maine Income Tax Withholding): This report is a good source of information to balance state tax withheld amounts from previous quarters.

Unemployment

Form ME UC-1 (Maine Department of Labor Unemployment Contribution Report): This return is a good source of information to use to balance employee gross wages paid and employer contributions made in prior quarters.

Withholding

MW 506 (Employer's Return of Income Tax Withheld): This return can be filed electronically. This is a good source of information used to balance the amount of income tax withheld in prior quarters.

Unemployment

Maryland Quarterly Contribution & Employment Report: This return is eFiled electronically so you can use a payroll report that contains employee unemployment wages and employer contribution amounts.

Withholding

M-941 (Employer's Return of Income Taxes Withheld): This is a good source of information used to balance the amount of income tax withheld in prior quarters.

Unemployment

Employment Wage and Detail Report: This is filed online. You can use a payroll report that contains the same data you would report. SSN, Employee Name, UI Gross Wages, Taxable Wages. UI Contribution, UHI Contribution and Workforce Training Fund amounts.

Withholding

Form 5080 (Sales, Use and Withholding Taxes Monthly / Quarterly Return): This is a combined tax return. It can be used as a source of information to balance the withholding taxes paid in prior quarters.

Unemployment

Forms UIA 1020 (Employer's Quarterly Tax Report) & Form UIA 1017 (Wage Detail Report: These returns are a good source of information to use to balance employee gross wages, excess wages and taxable wages as well as any employer contributions made in prior quarters.

Withholding

Withholding tax returns must be filed electronically. Use a Payroll report that contains Employee SSN, Quarterly Wages Paid and Withheld Amounts.

Unemployment

Unemployment Quarterly UI Wage Detail reports are filed electronically. Use a payroll report that contains Employee Name, SSN, Gross Wages, and Paid Hours Worked.

Withholding

The withholding returns are eFiled along with the remittance amounts. Use a Payroll report that contains Employee SSN, Quarterly Wages Paid and Withheld Amounts.

Unemployment

UI Wage reports are filed electronically. Use a payroll report that contains SSN, Employee Last Name, Employee First Name, Employee MI, and State Quarter Taxable Gross Wages.

Withholding

MO-941 (Employer's Return of Income Taxes Withheld): This report is a good source of information to balance state tax withheld amounts from previous quarters.

Unemployment

MO-DES-4 (Quarterly Contribution and Wage Report) and MO-DES-108 (Quarterly Employee Wage Listing): This return is a good source of information to use to balance employee gross wages paid and employer contributions made in prior quarters.

Withholding

MW-3 (Remittance Requirements and Annual Returns): Use a Payroll report that contains Employee SSN, Quarterly Wages Paid, and Withheld Amounts.

Unemployment

Form UI-5 (Montana Employer's Quarterly Insurance Quarterly Wage Report): This return is a good source of information to use to balance employee gross wages paid and employer contributions made in prior quarters.

Withholding

941N (Nebraska Income Tax Withholding Return): This return is a good source of information to balance state tax withheld amounts from previous quarters.

Unemployment

UI11T and UI 11W These returns are is good sources of information to use to balance employee gross wages paid and employer contributions made in prior quarters.

Withholding

Not applicable

Unemployment

NUCS 4072 (Employer's Quarterly Contribution and Wage Report): This return is a good source of information to use to balance employee gross wages paid and employer contributions made in prior quarters. This return can be filed electronically.

Withholding

Not applicable

Unemployment

Employer Quarterly Tax Report: This report is a good source of information to use to balance employee gross wages paid and employer contributions made in prior quarters. This return can be filed electronically.

Withholding & Unemployment

NJ927 and WR30 (Employer's Quarterly Report): These forms can be filed combined and are eFiled. You can use a payroll report that contains NJ Gross Wages Paid, Income Tax Withheld as well as contributions for unemployment insurance, Healthcare Subsidy , Workforce Development, Disability Insurance, and Family Leave Insurance.

Withholding

CRS-1: This is a combined filing return and is a good source of information for balancing withholding tax from prior quarters.

Unemployment

ES903_AB (Employers Quarterly Wage Contribution Report): This report is a good source of information to use to balance employee total wages paid and employer contributions made in prior quarters. This return can be filed electronically.

Withholding & Unemployment

NYS-45 (Quarterly Combined Withholding/Wage Reporting and Unemployment Insurance Return): This return is a good source of information to be used when balancing unemployment total wages, subject wages and employer contribution amounts as well as NY State, New York City and Yonkers withholding tax.

Withholding

NC-5 (North Carolina Withholding Return): NC-5 is used for monthly or quarterly employers. Semi-weekly depositors are done via ACH. This return is a good source of information to balance State tax withheld amounts from previous quarters.

Unemployment

NCUI-101 (Employer's Quarterly Tax and Wage Report): This report is a good source of information to use to balance Total wages Paid, Taxable Wages Paid, and employer contribution amounts for prior quarters.

Withholding

Form F-306(Income Tax Withholding Return): This return is a good source of information to balance state tax withheld amounts from previous quarters.

Unemployment

Form SFN 41263 (Employer's Contribution and Wage Report): This report is a good source of information to use to balance Total Wages Paid, Taxable Wages Paid, and employer contribution amounts for prior quarters.

Coming soon.

Withholding

OK WTH 10001 (Oklahoma Quarterly Wage Withholding Tax Return): This return is a good source of information to use to balance Wages Paid and Taxes Withheld.

Unemployment

OK OES 3 (Employer's Quarterly Contribution Report): This return is filed electronically. You can use a payroll report that contains Employee Name, SSN, Total Wages and Taxable Wages as well as employer contribution amounts to balance prior quarters.

Withholding & Unemployment

Oregon Combined Payroll Tax Report: This report is filed electronically and it is a combined report. This covers Form OQ, Schedule B and Form 132. You can use a payroll report that contains Total UI Subject wages, SSN, Employee Name, Hours Worked, and State Withholding Taxes.

Coming soon.

Withholding

Form 941 (D, M, Q, QM) Withholding Return: This return is a good source of information to use to balance RI taxes withheld. D, M, Q, and QM refer to the filing frequency (e.g., daily, monthly, quarterly, quarter-monthly).

Unemployment

TX-17-18* (Quarterly Tax & Wage Report): This report is a good source of information to use to balance Employee Total Wages and employer contributions for prior quarters.

* Note that the year is included in the form name.

Withholding

WH1605 SC (Withholding Quarterly Tax Return): This return is a good source of information to use to balance SC Income tax for prior quarters.

Unemployment

UCE-120 (Employer Quarterly Contribution and Wage Report): This report is a good source of information to use to balance Employee Total Wages and employer contributions for prior quarters. Note that this report can be filed electronically.

Withholding

Not applicable.

Unemployment

Form 21 (Employer's Quarterly Contribution, Investment Fee and Wage Report): This report is a good source of information to use to balance Employee Total Wages and employer contributions for prior quarters.

Withholding

Not applicable

Unemployment

LB-0851 (if filing by paper): Use any report that contains SSN, First name, Middle Initial, Last Name, and Total Wages Paid by Quarter.

Withholding

Not applicable

Unemployment

The Texas Withholding Commission (TWC) requires electronic filing of all Unemployment Taxes. Use a payroll report that contains SSN, Employee Name, Quarterly Gross Wages, Quarterly Taxable Wages, and employer contribution amounts.

Withholding

UTTC-941 (Utah Withholding Return): This return is a good source of information to use to balance UT wages and tax withheld for prior quarters.

Unemployment

UT33H (Utah Employer Quarterly Wages List and Contribution Report): This report is a good source of information to use to balance Employee Total Wages Paid and employer contribution amounts paid for prior quarters.

Withholding

Form WHT-436 (Quarterly Withholding Reconciliation and Health Care Contribution): This report is a good source of information to use to balance VT Wages paid and taxes withheld for prior quarters.

Unemployment

C-101 (Employer's Quarterly Wage and Contribution Report): This return is filed electronically. Use a payroll report that contains SSN, Employee Name, Quarter Gross Wages, Quarterly Taxable Wages, and employer contribution amounts.

Withholding

VA-5 (Monthly / Quarterly) Employer Return of Virginia Income Tax Withheld: You can use any payroll report that contains Quarterly VA Income Tax Withheld, Gross Wages, and Taxable Wages.

Unemployment

VEC 21/20 (Employer Quarterly Payroll and Tax Report): If you file by paper, this is a good report to use to balance employee wages subject to the UI tax as well as employer contribution amounts.

Withholding

Not applicable

Unemployment

Form 5208B (Quarterly Unemployment Insurance Wage Detail): If filed online, you can use a payroll report that contains Name, SSN, Gross Amount Paid, and Number of Hours Worked in a Quarter to balance prior quarters.

Withholding

WV IT-101 (Employer's West Virginia Income Tax Withheld Payment Voucher): This is a good report to use to balance WV tax withheld for prior periods. You can also use a payroll report that contains Employee Wages and withheld amounts to help balance prior quarters.

Unemployment

WVUC-A-154-A / WVUC-A-154 (West Virginia Unemployment Compensation Contribution Report and Wage Report): This report is a good source of information to use to balance Employee Total Wages Paid and employer contribution amounts paid for prior quarters.

Withholding

WT7 (Annual Reconciliation) & WT6 (Withholding Tax Deposit Report): The WI Tax Deposit Report can be a good source of information to use to balance withholding taxes made in prior quarters. You can also use a payroll report that contains employee wages and withheld amounts to help balance prior quarters.

Unemployment

UC7823-E (Quarterly Wage Report): This is a good report is a good source of information to use to balance WI employee quarterly wages from prior quarters.

Withholding

Not applicable

Unemployment

Wyoming Quarterly UI/ WC Summary Report: This report is a good source of information to use to balance employee total UI wages and employer contribution amounts for prior quarters.

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