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State Tax Reports in CheckMark Online Payroll

State Tax Reports

The State Taxes window allows you to produce a SUTA report, wage summary, California DE-6 Form, and the MMREF file for NY and CA DE-6.

Creating SUTA Taxes Reports

The SUTA report shows wages exempt from SUTA (state unemployment), wages subject to SUTA, wages in excess of the SUTA maximum, and SUTA taxable wages. It also shows your SUTA rate, SUTA tax amount, number of employees per month, and number of employees in the pay period, including the 12th of the month, for each month of the quarter.

  1. Click the Reports drop-down option from the menu and then click Payroll.
  2. Click State Taxes.SUTA State Tax Reports Window in CheckMark Online Payroll
  3. Select one or more states for the SUTA report.
    Note: You can select a consecutive or non-consecutive series of states from the list.
    If no states are highlighted, all states will be reported.
  4. Make sure that the SUTA radio button is selected.
  5. Select the quarter for which you are reporting, or select Annual.
  6. Select the Sort Employees by option.
    Note: If Last Name is selected, the report will be organized by employees’ last name.
    If Social Security # is selected, the report will be organized by employees’ Social Security Number.
  7. Click View, Text File, or XLS File.
    Note: You can omit Social Security numbers for employees on all reports by selecting Omit SS#. For information, see “Setting up Direct Deposit“.

Creating State Withholding Reports

The Wage Summary report shows the employee’s Social Security number, employee name, total wages, wages subject to state withholding, and state withholding by employee for the selected quarter, with a subtotal after each state.

  1. Click the Reports drop-down option from the menu and then click Payroll.
  2. Click State Taxes.State Tax Reports - State Tax Reports in CheckMark Online Payroll
  3. Select one or more states for the Wage Summary report.
    Note: You can select a consecutive or non-consecutive series of states from the list.
    If no states are highlighted, all states will be reported.
  4. Select the Wage Summary radio button.
  5. Select the quarter for which you are reporting, or select Annual.
    Note: A list of check dates appears for the selected quarter. Check dates in the quarter are selected by default. If wage reporting for less than the full quarter is required, select the desired range of check dates.
  6. Select the Sort Employees By option.
    Note: If Last Name is selected, the report will be organized by employees’ last name.
    If Social Security # is selected, the report will be organized by employees’ Social Security Number.
  7. Click View, Text File, or XLS File.
    Note: You can omit Social Security numbers for employees on all reports by selecting Omit SS#.

Creating California DE-9 Form for Printing

You can print a DE-9 form with the EDD directly from CheckMark Online Payroll. To print the DE-9 Form, do the following:

  1. Click the Reports drop-down option from the menu and then click Payroll.
  2. Click State Taxes.
  3. Select the CA DE-9 Form option and select the desired Period option.
  4. Select CA in the States list.
  5. Click Print.
    Step result: A pop-up window appears:State Tax Reports - State Tax Reports in CheckMark Online Payroll
  6. Fill in all the appropriate fields.
  7. Click OK.
    Note: Even if the Preference to Omit SS# on Reports is selected under the File menu, the Social Security number for each employee will still appear when printing this report.

Creating California DE-9 XML File

Employers who are set up with California’s EDD to file their Quarterly Wage and Withholding Reports electronically can save a file from CheckMark Online Payroll to submit to the EDD in the DE-9 XML format. For more information on submitting the DE-9 XML information electronically, contact the EDD. To save the report as an XML file, do the following:

  1. Click the Reports drop-down option from the menu and then click Payroll.
  2. Click State Taxes.
  3. Select CA in the States list.
  4. Select the CA DE-9 XML option and the desired Period.
  5. Click Text File.
    Step result: The following dialog appears:State Tax Reports - State Tax Reports in CheckMark Online Payroll
  6. Fill in all the appropriate fields.
  7. Click OK.
    Step result: A file should be downloaded.

Creating California DE-9C XML File

To save the report as an XML file, do the following:

  1. Click the Reports drop-down option from the menu and then click Payroll.
  2. Click State Taxes.
  3. Select CA in the States list.
  4. Select the CA DE-9C XML option and the desired Period.
  5. Click Text File.
    Step result: The following dialog appears:State Tax Reports - State Tax Reports in CheckMark Online Payroll
  6. Fill in all appropriate fields and click OK.
    Step result: A file should be downloaded.

Creating CA DE-9C CSV File

  1. Click the Reports drop-down option from the menu and then click Payroll.
  2. Click State Taxes.
  3. Select the CA DE-9C CSV option in the drop-down under the Report section.
  4. Select CA in the States list and choose the Quarter you want to save from the Period section (annual option not available).
  5. Click CSV File.
    Step result: The following dialog box should appear.State Tax Reports - State Tax Reports in CheckMark Online Payroll
  6. Enter the Wage Plan code and click OK.
    Step result: An XML file should be downloaded automatically.

Creating NY MMREF File

  1. Click the Reports drop-down option from the menu and then click Payroll.
  2. Click State Taxes.
  3. Select the NY MMREF option in the drop-down menu under the Report section.
  4. Select NY in the States list and choose the Quarter you want to save from the Period section (annual option not available).
  5. Click Text File.
    Note: The TXT file should be downloaded and displayed automatically. The file is named MMREF by default.

Creating Mississippi ICESA File

  1. Click the Reports drop-down option from the menu and then click Payroll.
  2. Click State Taxes.
  3. Select the MS ICESA option in the drop-down menu under the Report section. If required, enter the NAISC code.
  4. Select MS in the States list and choose which Quarter you want to save from the Period section (annual option not available).
  5. Click Text File.
    Note: The TXT file should be downloaded and displayed automatically. The file is named UIWAGE by default.

Creating an SC CSV File

  1. Click the Filing drop-down menu, then click E-Filing.
  2. Select the SC CSV option from the drop-down menu under the Report section. If required, enter the Employer ID.
  3. Select SC from the States list and choose the desired quarter from the Period section. The annual option is not available.
  4. Click the CSV File button to generate the CSV file. A pop-up window will appear if the Employer ID has not been provided.

Note: A text file should be downloaded and displayed automatically. By default, the file is named UIWAGE.

  1. The CSV File contains records for all SC employees across all quarters. However, when a specific quarter is selected, only the employee check details for that quarter are displayed.

Employer ID: Enter the Employer Account Number (EAN) in the Employer ID field to generate the CSV file.

Creating an NC CSV File

  1. Click the Filing drop-down menu, then click E-Filing.
  2. Select the NC CSV option from the drop-down menu under the Report section. If required, enter the Employer ID.
  3. Select NC from the States list and choose the desired quarter from the Period section. The annual option is not available.
  4. Click the CSV File button to generate the CSV file. A pop-up window will appear if the Employer ID has not been provided.

Note: A text file should be downloaded and displayed automatically. By default, the file is named UIWAGE.

  1. The CSV File contains records for all NC employees across all quarters. However, when a specific quarter is selected, only the employee check details for that quarter are displayed.

Employer ID: Enter the Employer Account Number (EAN) in the Employer ID field to generate the CSV file.

Creating NYS-45

  • NYS-45 is the New York State unemployment insurance return and quarterly combined withholding and wage reporting form. A fee may apply if more than 10 entries are included.
  • SUTA uploads include the NYS text file and the NYS-45 form.

CheckMark Online Payroll can generate the NYS-45 file. Before submitting the file, you must submit a test file and receive notification that the test was certified and processed successfully. Contact the New York State Department of Taxation and Finance for complete filing instructions.

  1. Click the Filing drop-down menu, then click E-Filing.
  2. Select the NYS-45 option from the drop-down menu under the Report section.
  3. Select NY from the States list and choose the desired quarter from the Period section. The annual option is not available.
  4. Click the Text File button.

NYS-45 with State Record Only

  1. Click the Filing drop-down menu, then click E-Filing.
  2. Select the NYS-45 option from the drop-down menu under the Report section.
  3. In the Period section, select the state NY from the list. The annual option is not available. By default, the Latest Quarter radio button should be selected.
  4. If the checkbox is selected, only the state record is included in the generated text file. If the checkbox is not selected, the standard NYS text file is generated with all records.

Creating a PA CSV File

  1. Click the Filing drop-down menu, then click E-Filing.
  2. Select the PA CSV option from the drop-down menu under the Report section. If required, enter the Employer ID.
  3. Select PA from the States list and choose the desired quarter from the Period section. The annual option is not available.
  4. Click the CSV File button to generate the CSV file. A pop-up window will appear if the Employer ID has not been provided.

Note: A text file should be downloaded and displayed automatically. By default, the file is named UIWAGE.

  1. The CSV File contains records for all PA employees across all quarters. However, when a specific quarter is selected, only the employee check details for that quarter are displayed.

Employer ID: Enter the Employer Account Number (EAN) in the Employer ID field to generate the CSV file.

Creating an MI CSV File

  1. Click the Filing drop-down menu, then click E-Filing.
  2. Select the MI CSV option from the drop-down menu under the Report section. If required, enter the Employer ID.
  3. Select MI from the States list and choose the desired quarter from the Period section. The annual option is not available.
  4. Click the CSV File button to generate the CSV file. A pop-up window will appear if the Employer ID has not been provided.

Note: A text file should be downloaded and displayed automatically. By default, the file is named UIWAGE.

  1. The CSV File contains records for all MI employees across all quarters. However, when a specific quarter is selected, only the employee check details for that quarter are displayed.

Employer ID: Enter the Employer Account Number (EAN) in the Employer ID field to generate the CSV file.

 

Creating a WA CSV File

  1. Click the Filing drop-down menu, then click E-Filing.
  2. Select the WA-CSV option from the drop-down menu under the Report section. If required, enter the Employer ID.
  3. Select WA from the States list and choose the desired quarter from the Period section. The annual option is not available.
  4. Click the CSV File button to generate the CSV file.

Note: A text file should be downloaded and displayed automatically. By default, the file is named UIWAGE.

  1. The CSV File contains records for all WA employees across all quarters. However, when a specific quarter is selected, only the employee check details for that quarter are displayed.

Creating an IN CSV File

  1. Click the Filing drop-down menu, then click E-Filing.
  2. Select the IN-CSV option from the drop-down menu under the Report section. If required, enter the Employer ID.
  3. Select IN from the States list and choose the desired quarter from the Period section. The annual option is not available.
  4. Click the CSV File button to generate the CSV file. A pop-up window will appear if the Employer ID has not been provided.

Note: A text file should be downloaded and displayed automatically. By default, the file is named UIWAGE.

  1. The CSV File contains records for all IN employees across all quarters. However, when a specific quarter is selected, only the employee check details for that quarter are displayed.

 

Creating a CO CSV File

  1. Click the Filing drop-down menu, then click E-Filing.
  2. Select the CO CSV option from the drop-down menu under the Report section. If required, enter the Employer ID.
  3. Select CO from the States list and choose the desired quarter from the Period section. The annual option is not available.
  4. Click the CSV File button to generate the CSV file. A pop-up window will appear if the Employer ID has not been provided.

Note: A text file should be downloaded and displayed automatically. By default, the file is named UIWAGE.

  1. The CSV File contains records for all CO employees across all quarters. However, when a specific quarter is selected, only the employee check details for that quarter are displayed.

Employer ID: Enter the Employer Account Number (EAN) in the Employer ID field to generate the CSV file.

 

Creating an MD CSV File

  1. In the Command Center, click State Taxes under the Reports category.
  2. Select the MD-CSV option from the drop-down menu under the Report section. If required, enter the Employer ID.
  3. Select MD from the States list and choose the desired quarter from the Period section. The annual option is not available.
  4. Click the CSV File button to generate the CSV file. A pop-up window will appear if the Employer ID has not been provided.
  5. The CSV File contains records for all MD employees across all quarters. However, when a specific quarter is selected, only the employee check details for that quarter are displayed.

Employer ID: Enter the Employer Account Number (EAN) in the Employer ID field to generate the CSV file.

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