Payroll tax filing, W-2 e-file, and bank reconciliation:
- Fill the official IRS and SSA PDF forms — 941, 940, 943, 944, W-2 (Copy A), W-3, 1099-NEC, and 1096 — with your computed figures, ready to review, sign, and file
- Form 941 Part 2 deposit schedule — set your federal depositor status; monthly depositors get line-16 liabilities that total exactly to line 12, and an unset status leaves line 16 blank rather than guessing
- Statement-based bank reconciliation — reconcile against a monthly statement, finalize only when the difference is zero, with locked reconciliations and printable reports
- Switch payroll systems mid-year — enter a previous system's year-to-date opening balances so wage-base caps continue correctly and each employee gets one complete W-2, with checks that catch bad figures and guidance for the transition-quarter 941
- W-2 electronic filing (EFW2) for SSA Business Services Online, with encrypted SSN storage and a 10-return e-file mandate indicator
- Pay stubs, customer & vendor credits, a Payroll Summary by Employee report, tips in payroll, and drill-down from statements to the general ledger to source documents
- Fixed: the 941 and W-2 now derive Social Security and Medicare wages from one exact figure per paycheck, so the forms can no longer drift apart; wage-base caps compute on the FICA basis rather than gross
