Sample Quarterly and Year End Reports

Quarterly

Sample Income Summary

Paybooks prepares all Federal (941 and 941 Schedule B), State, and Local payroll tax returns each quarter. These returns are automatically filed for clients utilizing our Fileworx tax service. An Income Summary report is also prepared for you each quarter. This report details each employee's pay information for the current quarter and Year-to-Date.

Year End

Paybooks prepares the Federal (940 Unemployment) payroll tax return, as well as, Employee Earnings Records which detail each employee's payroll information for the entire year. Employee W2 Forms are prepared for each employee in self-sealed envelopes ready for confidential distribution. Paybooks files all W3, Federal, and State copies electronically, on your behalf.

Sample Earnings Record

Sample 940 Unemployment

Sample W2