Tax Inputs Report
Run the Tax Inputs Report in Check Console to identify and troubleshoot employer tax setups.
Overview
This article explains the Tax inputs report—how to run it in Check Console, what data it includes, when to use it, and how to troubleshoot with it.
What is the tax inputs report?
The report lists every Employer’s tax-parameter setup at the provider level. Use it to spot agencies missing required information so you can prompt Employers to update their records. Console exports the report in CSV format.
Report columns
Column heading | Definition |
Company ID | Employer public ID |
Company legal name | IRS-registered legal name |
Start date | First payday for the Employer |
Jurisdiction | State / agency abbreviation |
Requirement name | Tax-parameter code |
Requirement ID | Tax-parameter public ID |
Is contractor only | TRUE = company has only Contractors; FALSE = at least one Employee |
Date of first successfully paid payroll | First payday that used this tax parameter |
Company terminated | TRUE = Employer no longer runs payroll; FALSE = Employer is active |
When to use this report
Run the Tax inputs report to:
- Identify Employers whose tax IDs still show Applied for
- Flag companies missing a TPA (third-party administrator) or POA (power of attorney)
Run the report in Console
- In the left navigation, select Reports.
- Under Tax inputs, select View.
- (Optional) Enter a Company to filter results.
- Choose a Report type:
- Applied for IDs (grouped by state jurisdiction)
- Applied for IDs (by individual tax ID)
- Year-end tax inputs
- Select Download report.
Recording
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Last updated on June 30, 2024