Monday, February 14th, 2022
Highlights
A Valentine’s Day update on Monday, February 14, 2022 makes finding reports easier with new report categories and provides access to more tax information for payroll administrators.
Tax
- Review tax payments on the new Company Tax Liabilities and Company Reconciliation screens
Reporting
- New report categories make it easier to find the reports you need
Tax
Review and reconcile tax liabilities and payments with new company tax screens
Payroll administrators can use Company Tax Liabilities and Company Reconciliation to confirm tax payment status for financial reconciliation
There are two new screens available to administrators to help review and reconcile tax payments:
- Company Tax Liabilities lets you review tax payments by payroll, pay date, quarter and year to confirm the timely deposits made by the Insperity Tax team on your behalf.
- Company Reconciliation gives a broader view of taxes by payroll, quarter or custom date range. You can also verify tax liabilities and payments, but you can add additional fields like the impound date using the Field Chooser to see the broad picture of tax payments for financial reconciliation.
Client administrators with the Client Tax role will automatically have access to these new screens. Contact your Payroll Specialist for assistance adding the role if your payroll administrators do not have it currently.
Reporting
Find reports more easily with new Report Categories
Sorting through the long list of standard reports is easier with report categories
Report categories have been updated and new categories have been added to make it easier to find the reports you need to review information and meet compliance requirements.
To filter reports using these categories:
- Choose the Report Category you need from the list.
- Click Filter to view the reports in that category.
Contact your Payroll Specialist if you have any questions about these updates.
isolved University
For more information, review these updated articles in isolved University:
- Tax Maintenance Legend – https://learning.myisolved.com/library/articles/827