Payroll Compliance | Financial Management
W-2 Filing
W-2s are prepared from payroll and reconciled against the quarterly returns before anything is filed, because a mismatch between the annual and quarterly numbers produces a notice months later. And unlike most filings, this one goes to your employees, so an error is a conversation with the whole workforce rather than a correction nobody sees.
What it does
Inside W-2 Filing.
Connect your payroll and your books, free. The annual, the quarterly and the ledger are compared before anything goes.
01
Annual to quarterly tie
02
Preparation
03
Pre-filing checks
04
Non-payroll items
05
Employee delivery
06
State copies
07
Corrections
Where it sits
Part of Payroll Compliance.
Form 941 Form 941 reconciled against the payroll you ran and the deposits you made, with the difference surfaced before filing rather than in a notice afterwards. FUTA and SUTA Federal and state unemployment tracked per employee and per state, with the experience rate applied and wage bases handled where employees move mid-year. Payroll Calendar Deposit schedules and filing obligations per entity and per state, generated from your registrations, with an owner and a status against each. Payroll Connectors Payroll data pulled into the ledger with the postings, accruals and work locations that everything downstream depends on, without re-keying. State Withholding Withholding resolved per employee from where they actually work, with reciprocity handled and the states that both claim the same wages flagged.
Run W-2 Filing against your books.
A working session on your structure and a month of your documents.