Configuration Requirements for Third-Party Tax Filing

If you're a new user of your third-party tax filing application, you must establish a feed with your supplier before you can run your first extract.

Refer to their documentation for the kind of info they require to process and submit your tax data. Make sure your extract passes all required info.

Note: The tax files the extracts generate don't include your employer info, including:You must enter this info in your third-party supplier application.

In addition, you might need to perform some configuration in the following areas.

• What tax reporting unit info is needed

  For further info, see Required TRU Info for Third-Party Tax Reporting for the US in the Help Center.

• What work structure info is needed

  For further info, see Required Work Structure Info for Third-Party Tax Reporting for the US in the Help Center.

• How to include any additional taxes you manually configured

  For further info, see Include Additional Taxes in Third-Party Tax Reporting for the US in the Help Center.

• What additional balance info is needed

  For further info, see Required Balance Info for Third-Party Tax Reporting for the US in the Help Center.

• What worker info is needed

  For further info, see Required Worker Info for Third-Party Tax Reporting for the US in the Help Center.

• What calculation card info is needed

  For further info, see Required Calculation Card Info for Third-Party Tax Reporting for the US in the Help Center.

• How to configure W-2 Box 14

  For further info, see Required W-2 Box-14 Info for Third-Party Tax Reporting for the US in the Help Center.

• What info does the extract automatically derive

  For further info, see How the Third-Party Tax Filing Extract Derives Employee Worked Values on the Help Center.