SWT Report - North Carolina (NC)

Reports

Report withholding tax for the State of North Carolina on Form NC-5Q, North Carolina Quarterly Income Tax Withholding Returns. Print a paper report or generate an electronic file to pay withholding tax by electronic funds transfer (EFT). After you create the SWT report, follow the instructions from the North Carolina Department of Revenue (ncdor.gov).

What's new?

2022.08 release updates state withholding report format for the state of North Carolina. To use the North Carolina SWT report, download and install the 2022.08 release.

Creating the electronic NC file

1. Open Connect Payroll > State Reports > SWT Report.

2. Select the report dates for the reporting period.

3. Click to select the Print Detail Report checkbox.

4. Do not select the Print Form checkbox.

The form is the report coversheet. You do not need to include it in the electronic file.

5. Set up the electronic file options.

Create electronic file options

Select the Create Electronic File checkbox.
Enter the electronic file name.
Use the Format box to select SWT Report (NC) [Caselle Master]. This report format supports the electronic filing of Form NC-5Q.

6. Enter the first, second, and third monthly deposit amount.

Monthly deposit amounts

7. Enter the withholding account number.

Enter a valid active NC withholding account number. Do not enter APPLIEDFOR. This field is required.

8. Click Print (CTRL+P).

Printing the NC SWT report

1. Open Connect Payroll > State Reports > SWT Report.

2. Select the report dates for the reporting period.

3. Click to select the Print Detail Report checkbox.

4. Select the Print Form checkbox.

The form is the report coversheet.

5. Enter the first, second, and third monthly deposit amount.

6. Enter the withholding account number.

Enter a valid active NC withholding account number. Do not enter APPLIEDFOR. This field is required.

7. Click Print (CTRL+P).

202208, 2022Apr11