Third-Party Tax Filing Interface for the US
You can use business-outsourcing solutions providers such as ADP to help you with a variety of functions.
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Form W-2 and 1099-R printing
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Filing of federal, state, and local taxes
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Performing quarter-end and year-end reporting for the US and its territories (Puerto Rico, Guam, and the US Virgin Islands)
If you're using such a third-party provider, use the Third-Party Tax Filing Interfaces. They extract all your relevant payroll data into an output file suitable for submission to your provider.
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The interface helps you with |
This includes |
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Payroll actions |
Reporting of these payroll actions:
Note: When you perform balance initializations and adjustments
for cities and counties, make sure you also adjust the applicable
resident and nonresident balances. These balances aren't applicable
to Pennsylvania Act 32 jurisdictions.For employees working or living in a Pennsylvania
Act 32 jurisdiction, you must also adjust or initialize additional
local-level balances.
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Employee tax filing |
These reporting intervals:
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Retiree tax filing |
These reporting intervals:
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Run these flows by clicking Payroll from My Client Groups and then clicking Submit a Flow. For further info, see the following in the Help Center.
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Third-Party Quarterly Tax Filing Extract
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Third-Party Monthly Tax Filing Extract
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Third-Party Periodic Tax Filing Extract
Quarterly Reporting
This extract uses payroll data to file quarter-end and year-end returns and, optionally, to print employee W-2s. It also provides content that assists your provider in printing your retiree 1099-Rs.
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What you want to do |
How you do it |
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Extract employee payroll data |
Use the Third-Party Quarterly Tax Filing Extract task to extract the payroll data to an output file. |
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Extract retiree payroll data |
Use the Third-Party Quarterly Tax Filing Extract for Retirees task to extract the pension payroll data to an output file. |
These tasks include people with any payroll action for the entire year. Therefore, it always includes year-to-date balances, even if no transaction occurred in the quarter being reported. If you have tax reporting units (TRUs) with no active payroll data, you can exclude them from the extract. For further info, see Configuration Requirements for Third-Party Tax Filing on the Help Center.
To view the quarterly HCM extract definition:
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From My Client Groups, click Data Exchange.
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Click Extract Definitions.
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Click Show Filters.
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Select your US legislative data group (LDG).
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Search for, and select an extract.
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US Third Party Quarterly Tax Extract
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US Third Party Quarterly Retiree Tax Extract
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Monthly Reporting
This extract uses payroll data to file monthly state unemployment wages and taxes, including Pennsylvania Act 32 earned income tax data to support combined filing. Run the Third-Party Monthly Tax Filing Extract flow to extract the payroll data to an output file.
This form of reporting supports Illinois unemployment (SUI) and Pennsylvania Act 32 combined filing.
To view the monthly HCM extract definition:
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From My Client Groups, click Data Exchange.
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Click Extract Definitions.
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Click Show Filters.
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Select your US LDG.
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Search for and select US Third Party Monthly Tax Extract.
Periodic Reporting
This extract uses payroll data captured by the Archive Periodic Payroll Results flow to report tax liabilities on an as-needed basis.
This extract reports the tax data by:
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Tax reporting unit
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Liability date
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Payroll frequency
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Tax code
Run the Third-Party Periodic Tax Filing Extract task to extract the payroll data to an output file. Use its audit reports to validate these results. You can also generate the Audit Report Detail standalone.
To view the periodic HCM extract definition:
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From My Client Groups, click Data Exchange.
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Click Extract Definitions.
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Click Show Filters.
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Select your US LDG.
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Search for and select US Third Party Periodic Tax Extract.