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 |
Withholding |
|
|---|---|---|
| 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) | ||
Payroll
- Import employee information
- Import payroll data from an Excel Spreadsheet
- Import payroll data from Peachtree using special Excel layouts
- Year to Date, Quarterly and Annual Reports
- Electronic Filing with PR Dept of Treasury (upload file), IRS (E-file) and PR Dept of Labor and HR (upload file)
- Prepare 499R-2/W-2PR (W-2’s), Quarterly and Annual Returns
*The Payroll and Informatives license has an informative limit of 6,500 per Employer ID. The excess per client or Employer ID will be .25 cents per informative.
