As a PEO, Justworks e-files various federal, state, and local states in the aggregate under our EIN. Because we file in the aggregate, we must keep our specific filings secure, as they contain information for all of Justworks' customers. Still, Justworks customers can access key tax filing information by using our payroll reports. This page provides guidance on how administrators can navigate our reporting to obtain information on important tax filings. All the below steps should be taken under Company > Reports > Payroll in Justworks.
Forms 940 and 941
Using our reporting, you can access employer and employee tax information that would be found on federal Forms 940 and 941. Form 940 is filed on an annual basis to report Federal Unemployment Tax Act (FUTA) taxes. Form 941 is filed on a quarterly basis to report:
- Wages you paid
- Tips your employees reported
- Federal income tax withheld
- Both the employer’s and employee’s share of Social Security and Medicare taxes
- Current quarter’s adjustments to Social Security and Medicare taxes for fractions of cents, sick pay, tips, and group-term life insurance
- Qualified small business payroll tax credit for increasing research activities
You can follow the below steps to find information relevant to Justworks' filing of Forms 940 and 941 in both versions of the Payroll Report.
OLD PAYROLL REPORT
- Navigate to Company > Reports, and select the Payroll report (old).
- Under the Date Range, input dates for the time period(s) in question.
- Under Group By, choose Date Range.
- Who To Include: Uncheck those who do not earn W-2 wages (Owners & partners who are unpaid, Contractors, 3rd party accountants / admins, Temporary employees).
- Employment Status, Departments, and Offices can remain checked, or be unchecked according to your intent (for instance, if you are looking for information specific to one state's office).
- Under Employee Info fields, you must include Payee. Beyond that, you can include the fields you'd find most helpful.
- Under Payment Info fields, you must include Payment Amount, Employer Tax Amount, Employee Tax Amount, and Other Deductions (to demonstrate pre-tax deductions that impacted taxable wages). The Date field is optional, but may help for organization. If the company has paid-in-kind benefits such as a GTLI policy in excess of $50,000, gym benefits, or CitiBike, Other Contributions is important to include.
- Download the report.
- Finally, you will need to manually delete state and local tax information (state/local income tax withholdings, state unemployment, and other state/local taxes) in order to isolate the information relevant to federal filings.
NEW PAYROLL REPORT
- Navigate to Company> Reports, and select the new payroll report
- When selecting the date range, input for the dates in question.
- You may also want to apply advanced filters. Here, you should only include those who earn W-2 wages, and exclude member types such as contractors, unpaid owners, non-US employees, and temps.
- You may also select or de-select your different offices or departments. Furthermore, keep in mind that the Member Status filter pulls information as of the current member state, if you’re looking to separate out former employees.
- Once you have the filters set to your preferences, hit the ‘Apply’ button towards the top right corner of the page.
- In order to break down more specific information, download the ‘Detailed’ version of the Payroll Report.
- From that download, you’ll be able to find information regarding Employee and Employer Tax contributions, and whether they’re on the local, state, or federal level. You’ll be able to gather the relevant information for federal filings and delete the columns that refer to state or local contributions.
State/Local Income Tax Withholdings; State Unemployment; Other State/Local Taxes
If you are looking for information on state and local income taxes, state unemployment, or other state/local taxes, you can follow almost all of the steps on the process outlined above. Upon downloading the report, you will have to delete federal tax information (federal income tax, FICA, and FUTA) in order to isolate the information relevant to state and local filings.