Company Package
New Tools for Reviewing your Payroll Tax Liabilities
Updated at October 2nd, 2024
The purpose of this article is to provide information on the new method of reviewing your tax liabilities, returns and remittances within isolved.
Employdrive has transitioned to utilizing isolved tax for the administration of payroll tax liabilities, with this change you are now able to review and monitor your tax liabilities much more efficiently. All information regarding your tax liabilities, returns and remittances is housed within isolved and can be easily accessed any time you need it.
Previously after the close of the quarter you would receive a Company Package which included the details of all filings Employdrive completed on your behalf for the period. Moving forward you will be able to access these filings directly from within isolved. To make the transition easier we have provided the following guide to accessing the information that was previously contained within the Company Package.
Reconciliation Recap, Deposit Recap and the FUTA Deposit Notice: these portions of the Company Package provided a summary of the activity for each tax type during the period including summaries of liabilities, payment methods, amounts and dates. This information can be reviewed in isolved in two ways:
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Company Tax Liabilities: This screen summarizes the tax liabilities, payment methods, due dates and status for all period payments and can be filtered in a multitude of ways and exported for review.
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Navigate to Client Management / Taxes / Company Tax Liabilities
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For quarterly review we suggest the following filters:
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QTD Filter
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Select Year: Year
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Select Quarter: Quarter
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Result View: Detail
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Pay Group: All
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QTD Filter
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For quarterly review we suggest the following filters:
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Please note: any liabilities prior to 7/1/2024 will show on this screen as prepaid as these liabilities were filed and paid via our prior tax software. Information on these liabilities can be found in your prior Company Packages. Only liabilities from 7/1/2024 and later will have the payment status reflected here.
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Additional information regarding this screen can be found by logging into the isolved University and reviewing the isolved Tax – Company Tax Liabilities Article.
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Navigate to Client Management / Taxes / Company Tax Liabilities
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Tax Liability Summary by Quarter: This report displays EE and ER subject wages, taxable wages, and tax amount for every tax jurisdiction.
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Navigate to Reporting / Client Reports and search for Tax Liability Summary By Quarter.
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For quarterly review we suggest the following filters:
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For quarterly review we suggest the following filters:
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Navigate to Reporting / Client Reports and search for Tax Liability Summary By Quarter.
Returns and Coupons: these portions of the Company Package provided copies of all returns and coupons filed on your companies’ behalf by Employdrive. This information can now be reviewed within the isolved Return Archive:
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Return Archive: This screen allows the user to view and download Payroll tax returns and coupons.
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Navigate to Reporting / Return Archive
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For quarterly review we suggest the following filters:
- Year: Year
- Period: Quarter
- Federal/State: ALL
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For quarterly review we suggest the following filters:
- Please note: Returns and coupons will only be available on this screen once filed and access to the current filing quarter will be made available at the close of filing. Additionally only returns and coupons from 7/1/2024 and later will be available here. Returns and coupons prior to 7/1/2024 will continue to be available within Quarterly Reports On-Demand.
- Additional information regarding this screen can be found by logging into the isolved University and reviewing the Return Archive – Client Access article.
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Navigate to Reporting / Return Archive
Company Tax Profile: This portion of the Company Package detailed the ID, rate, frequency and payment method on file for all liabilities. This information is provided to you quarterly and additionally can be reviewed within isolved:
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Tax Id & Rate Verification Report: This report details all tax ID's and client specific rates.
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Tax Maintenance: This screen is where all client specific jurisdictional tax information is stored. This screen shows all jurisdictions, active or inactive, as well as all details related to each jurisdiction such as ID, payment method and frequency, rate, etc.
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Navigate to Client Management / Taxes / Tax Maintenance
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Navigate to Client Management / Taxes / Tax Maintenance