Withholding Package

This package was designed to provide a Certified Public Accountant with a solution to prepare annual returns on the retention of services rendered (480.6 A, B, C, D) and annual payroll forms 499R-2 / W-2PR (W-2’s)

Purchase your license for $375

	Payroll Go to Store	Withholding Go to Store
Capabilities
Import employee information
Import payroll data from an Excel Spreadsheet
Import payroll data from Peachtree using special Excel layouts
Preparation of the Monthly Payment Voucher
Import Provider Information and Transactions using Excel spreadsheets.
Daily data entry of the payment transaction
Year to Date, Quarterly and Annual Reports
Prepare Annual Returns
Prepare Quarterly Returns
QuickBooks integration to import employee and payroll information.
Advance mode with the option to automatically calculate State Tax Withheld using the 499 R-4.1 information and Social Security, Medicare and Department of Labor retentions using up to date rates.
Automatically allocates exempt income based on employee profile.
Generate reports for consolidating and validating accumulated salaries for CFSE, Unemployment and Disability, Medicare, Social Security, Federal Unemployment and Driver Insurance.
Christmas bonus report following the latest Puerto Rico tax reform.
Import or manually input Annual Returns (W2, 940, etc) directly when no payroll details are available.
Designed to manage, file, and print thousands of returns.
Create all available electronic formats for filing to SURI and the IRS.
Keep track of all changes made to an original return once it has been filed and amended.
Optionally send emails to employees with instructions on how to download their informative copy once it has been filed to SURI.
Export information of employees and payrolls into an excel sheet.
Import or manually input provider information with capacity of specifying waiver type, number, and categorized exemption type.
Tracks provider waiver expirations.
Import or manually input invoices information by type (Service Payment, Interest, Dividends, etc.) to automatically fill the Annual Informative Returns.
Automatically calculates the $500 exclusion for services rendered.
Automatically suggest retention rate based on payment type.
Designed for invoicing input on a daily, quarterly, or yearly basis.
Generate reports to consolidate and validate invoices by provider or by company.
Generate quarterly reports already categorized and grouped just as SURI requires.
Import or manually input Annual Informative Returns directly when no invoice detail is available.
Designed to manage, file, and print thousands of returns.
Create all available electronic formats for filing to SURI.
Keep track of all changes made to an original return once it has been filed and amended.
Optionally send emails to providers with instructions on how to download their informative copy once it has been filed to SURI.
Export information of providers and invoices into an excel sheet.
Unlimited Technical Support (Phone, Email, Remote Assistance)

Withholding Package

Payroll

Withholding

Payroll

Informative

Learn More About Other Expert Tax modules

Individual

Corporation