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Process Ohio state payroll tax forms for electronic filing

Accounting CS offers the ability to electronically file the Ohio state Form IT-941 and the IT-501 payment voucher. Use the following steps to set up clients for OH e-filing and processing.

Client setup

Select Setup
,Clients
, then select the client.

Select Edit
, then select the Payroll Taxes
tab.

Verify that the following information is entered:

Unemployment ID (must be 10 digits formatted as XXXXXXX-XX-X)

Withholding ID (must be 8 digits starting with 51, 52, 53, or 54)

Unemployment rate

In the Taxes grid, verify that each of the Ohio withholding items is assigned to an Agent.

In the Forms grid, verify the Filing Method for the IT-941 is Electronic or Electronic with payment, and the Do Not File
checkbox is cleared.

Select Additional Information
next to Ohio and complete all of the fields.

Vendor setup

Electronic with payment

Select Setup
, Vendors
, select the Ohio Treasurer of State vendor, then select Edit
.

On the Main tab in the Payment Preferences section, select the bank account.

Verify that the Method
field is set to Electronic
.

Electronic (no payment included)

Select Setup
, Vendors
, select the Ohio Treasurer of State vendor, then select Edit
.

On the Main tab in the Payment Preferences section, select the bank account.

Verify that the Method
field is not set to Electronic
.

Other setup items

Select Actions
, Process Electronic Forms
, then select Transmission Information
.

Enter the information in the General, Federal, and Ohio sections.

Select Setup
, Firm Information
, Staff
, then select the payroll form preparer.

Verify that the following information is entered:

Title

Business address

Business phone number

Email address

PTIN and Third-party designee PIN

Process Form IT-941

Select Actions
then Edit Payroll Tax Forms
.

Filter for Form type:
Reconciliation, mark the Annual
checkbox, and select the year.

Select Refresh
then select OH
in the Jurisdiction
field and IT-941
from the Form
field.

Review the automatically filled in fields for accuracy.

Address any diagnostics that display on the screen.

Select Actions
then Process Payroll Tax Forms
.

Filter for Form type:
Reconciliation, mark the Annually
checkbox, and select the year.

Select Refresh
.

Select the plus sign near the client to see the available forms.

Select the checkbox near IT-941 and verify that the filing method is Electronic
or Electronic with payment
.

Select Process Selected
.

In the

window, make your output selections, with the Filing copy
checkbox marked. Nothing will physically print unless the Client copy
checkbox is marked.

Select Actions
then Process Electronic Forms
and mark the checkbox next to the forms you're ready to transmit.

Select Transmit Forms
to send the IT-941 and IT-501 information to the state. If your filing method was set to Electronic with payment
, the liability will also be marked as closed.

Process Form IT-501

The application automatically generates Form IT-501 when the following criteria are met:

There is a balance due on Form IT-941.

There are open liabilities on the Print Checks screen (or Manage Impound Payments).

The NYS Income Tax vendor has a payment preference of Electronic.

The filing method for the IT-941 is Electronic with payment.

You can make payments without processing form IT-941. Print the liability payment on the

Print Checks

screen, and then the IT-501 form is available for transmission on the

Process Electronic Forms

screen.

Re-process a rejected Form IT-501

If you file IT-501 and it is rejected, use the following steps to re-file after you make any corrections.

Select
Actions
then Enter Transactions
.

Locate the IT-501 payment in the list of transactions, and then select it.

Select Delete
.

Select Actions
then Process Electronic Forms
.

Select Manage Electronic Forms
.

Use the filters to locate the rejected IT-501 form.

Mark the checkbox for the form, then select Remove Selected
.

Select File
, Print Checks
or Actions
, Manage Impound Payments
and re-process the payment.

Select
Actions
then Process Payroll Tax Forms
and re-process the IT-501 form (or IT-941, whichever applies).

Select Actions
then Process Electronic Forms
and re-transmit the form.

This article applies to:

Product: accountingcs
State: ohio
Subject: payroll-checks,payroll-tax-forms

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