Reporting Authorization
In order for Check to report on behalf of Monograph's customers, Check needs to first be authorized.
The Authorization is completed during Onboarding by navigating to the Filing Authorization tab within Payroll (navigate to Money > Costs > Payroll). The applicable authorization forms will already be populated for completion.
This will include authorization at the Federal Level with Form 8655 - Reporting Agent Authorization, as well as any State Level forms.
IRS Form 8655 authorizes Check to:
Sign and file certain returns
Make deposits and payments for certain returns
Receive copies of tax information
Provide IRS with information
Authorization forms that are required at the State Level will vary from state to state. Some examples include:
New Jersey Appointment of Taxpayer Representative
Colorado UITL-18 Power of Attorney
Connecticut LGL-001 Power of Attorney
California Power of Attorney (POA) Declaration
Indiana Department of Revenue Power of Attorney
All Authorization forms that a Company fills out for Check will be stored under the Documents tab in Monograph Payroll.
New Hire Reporting
When New Employees are added to Monograph Payroll, Check will report those employees to the applicable state agency.
It is important to note that all employers must report their newly hired employees.
New Hires can be reported in multiple ways, but it is dependent on the state where the reporting needs to occur. The following methods are typically used:
Electronically, via a file transfer system
Online, manually entering the employee's information onto the state website
By Fax, filling out a form and faxing it to the agency
Note: In most cases, employees must be reported within 20 days of their initial hire date, but certain states have alternate timelines. Check will report all employees hired AFTER they begin running in Monograph Payroll.
While the information required by each State Agency can vary, the information that is typically needed for New Hire Reporting is:
Full Name
SSN
Address
Birthdate
Hire Date
Check reports New Hires for multiple reasons. The State uses this information to verify certain pieces of information about the employee. This information can include:
Does the employee have any government-mandated salary garnishments?
A Tax Lien
A Student Loan repayment
Child Support Garnishments
Is this employee eligible to claim unemployment benefits?
Are previous claims they may have made/be making legitimate?
Helps in reviewing worker's compensation claims
Quarter End Reports
After every Quarter End, Quarterly Reports will be available in Monograph Payroll (available in April / July / October / January). These can be found by navigating to Money > Costs > Payroll > Company Details > Tax Forms.
The most common quarterly form will be Form 941 - Employer's Quarterly Federal Tax Return.
Some items reported on Form 941:
Federal Wages
Federal Taxes
FICA Wages
FICA Taxes
EE Count
The Quarterly forms will be listed with the latest quarter showing at the top. Each form will appear with the following information:
Label - The Form name
Example - Form C-3
Jurisdiction - The state the form is filed in
Example - TX
Quarter - The Quarter the filing is applicable to
Example - Q2/2022
Filed On - The date the filing was remitted to the agency
Example - 2022-07-26
Document ID - The Check ID number for the document
Example - doc_vZmL8dNDQ0UOHgfscVf