Setting up a tax authority number

  1. Select Payroll > Administration > Reports.
  2. In the US Regulatory pane, click State Quarterly.
  3. In the Reports pane, click Quarterly Reporting.
  4. Select the tax authority to add a tax number for.
  5. In the Tax Numbers section, select and open an existing tax number or click Add.
  6. Specify this information:
    Legal Entity
    Specify a legal entity.
    Legal Establishment
    Optionally, specify a legal establishment.
    Tax Identification Number
    If you did not specify a legal establishment, specify a tax identification number.
    Note: An error is displayed if you specify a legal establishment and a tax identification number.
    Employer Account Number
    Optionally, specify an employer account number.
    Note: The values in the Tax Identification Number and the Employer Account Number fields are used for quarterly unemployment insurance and for W-2 reporting. If a tax identification number is not specified for a legal entity, an error is displayed for the quarterly unemployment insurance and W-2 reporting processes.
  7. Specify information in the available state-specific fields.
    Note: Available fields vary depending on the state that the tax authority is for.
  8. Click Save.