Presented at INFOCUS 2024
Session ID: P-049251

This presentation will explore ways companies reconcile taxes, the cadence, and the tools/reports/ & processes used to validate.

These best practices include running the tax integrity report at least quarterly and show how to run it as well as how we fix some of the errors. Also, I will give an example of how you can run w2 workflow build quarterly and use some of the reports to tie back to the ytd numbers on the payroll register. Additionally, I will show how you can export tables via data browser and do some data manipulation and reconcile back to taxable wages. You check totals by tax area and/or sample depending on what you are testing.

This session is eligible for NASBA credit.