Transmittals

You can use Payroll to report federal income and employee wages, adjustments, taxes withheld to the IRS, and health coverage. You may use transmittals to send this information to the Internal Revenue Service (IRS) or Social Security Administration (SSA). This webinar will help you with setting up, creating, balancing, and troubleshooting transmittals. [MP4]

A payroll transmittal is a document or report that summarizes payroll information for a specific period, typically a pay period or a tax quarter. The transmittal is used to transmit payroll data to various stakeholders, such as tax authorities, government agencies, and accounting departments. It serves as a summary of the payroll transactions that occurred during the reporting period.

Key components of a payroll transmittal may include:

Employee Information: A list of employees who were paid during the reporting period, including their names, Social Security numbers, and total wages or salaries paid.
Tax Withholdings: Summary of federal, state, and local taxes withheld from employee wages, including income tax, Social Security tax, and Medicare tax.
Deductions: Summary of other deductions taken from employee wages, such as health insurance premiums, retirement contributions, and other voluntary deductions.
Employer Contributions: Summary of employer contributions to taxes such as Social Security, Medicare, and unemployment insurance.
Total Payroll Costs: Total payroll costs for the reporting period, including gross wages, taxes, deductions, and employer contributions.
Payment Details: Details of payments made to employees, including payment method (check, direct deposit) and payment dates.
Compliance Information: Any additional information required for compliance with tax laws and regulations, such as reporting requirements for certain types of compensation or benefits.

The payroll transmittal is typically submitted to the relevant authorities or departments, such as the IRS, state tax agencies, or accounting departments, as part of the payroll reporting process. It is important to ensure that the transmittal is accurate and complete to avoid errors or penalties.

Watch a video

You can use Payroll to report federal income and employee wages, adjustments, taxes withheld to the IRS, and health coverage. You may use transmittals to send this information to the Internal Revenue Service (IRS) or Social Security Administration (SSA). This webinar will help you with setting up, creating, balancing, and troubleshooting transmittals. (2024.02) [MP4]
Learn more about calculating transmittal amounts, printing the unpaid transmittal register, print transmittal checks, and print the final transmittal register. These steps are part of the steps checklist for each pay period. (2023.08) [MP4]

General

How do I calculate transmittal amounts?

How do I set up the transmittals interface?

What is a transmittal amount?

Adjusting transmittal amounts

How do I enter a transmittal adjustment?

Creating transmittal invoices

How do I calculate transmittal invoices?

How do I create transmittal invoices?

Why can't I create transmittal invoices?

Printing transmittal checks

How do I print a transmittal check?