Why don't I have the annual forms for the next year in my program?
Expert Tax provides quarterly and annual forms as follows:
- The Expert Tax 2022 license contains the 2022 annual forms and the quarterly forms from the first to the fourth quarter of 2023.
- To access the 2023 annual forms, you must have an active Expert Tax 2023 license.
Where do I enter the employer ID in the profile of an individual DBA for Payroll module purposes?
You cannot add an employer ID in the same profile as the individual, so you will need to create a corporate profile for that taxpayer where you can then enter the employer number.
Does Expert Tax calculate vacation and sick leave hours?
No, currently Expert Tax does not calculate vacation or sick leave hours.
Can payroll hours be transferred to the Christmas bonus report?
No, currently the payroll hours are only for the purpose of computing the payroll amount. They cannot be transferred to the Christmas bonus report.
Can checks be issued or payrolls be paid through Expert Tax?
No, you cannot issue checks or make payroll payments through Expert Tax.
Why isn't disability calculated?
If you notice that the program is not calculating disability for some employees, you should check the employee's profile to ensure that they are not marked as a driver, as disability is not calculated for drivers.
What do I need to file the 941, 940, 943, 944 forms?
To file these forms, the system will require an ERO PIN composed of your EFIN plus 5 random digits that cannot be 12345 or repeated numbers.
During the filing process, you will also be asked for the Name Control, which is the first few letters of the organization's name. For example, if the employer is Expert Tax, the name control would be EXPE.
If you do not have an EFIN (Electronic Filing Identification Number), you must apply for it directly with the IRS. You can access the following link and follow the established steps: [Become an Enrolled Agent | Internal Revenue Service (irs.gov)](https://www.irs.gov/tax-professionals/enrolled-agents/become-an-enrolled-agent).
How do I access and file the 499 R-3 form?
To access this form, you must:
1. Go to the Forms section.
2. Select 499R-2/W-2PR and click View Forms.
3. In the W2 portal, click View All Forms.
4. Click the Options button.
5. Select Summary.
This form is included in the same text file when filing the W2s. It is presented in the program only for informational purposes, so you can print it and carry out the relevant procedures.
How can I file the forms CFSE 693, 499 R-1, PRSD-10, Choferil (employer)?
The forms CFSE 693 and 499 R-1 are available in the program only for evaluation purposes. These forms must be filled out directly on the Department of Labor's website or in SURI as appropriate.
The PRSD-10 form can be filled out in the program and then downloaded as a text file, which can be imported into the Department of Labor's portal to file the return.
Similarly, the Choferil (Employer) form can be filled out in the program and then downloaded as an Excel file, which can be imported into the Department of Labor's portal to file the return.
What alternatives does the program offer to import data created in other payroll programs like Sage, QuickBooks into Expert Tax?
If you use an external program to maintain your employees and payroll information, you can import the data using Excel files.
If you are a QuickBooks user, Expert Tax provides an integration that connects to your QB account and extracts the data in Excel format so you can import it into the program.
For Sage/Peachtree users, Expert Tax can recognize the Excel export format from this platform to import the data.
If you have your data in another program, there is a generic Excel format called Classic Excel, where you can enter your employees and payroll data into a single file to then import into the program.
For more details on how to import data via Excel into the Payroll module, visit our Guides section, where you will find step-by-step manuals on the process.