Checklist: Generating a Quarterly Electronic File

You enter data for the Quarterly Electronic file in Payroll, in the desktop application.

Step Description Location
1 Enter employee information on the Quarterly Processing forms. Contact your state to obtain its specifications guide for quarterly filing. Payroll > Quarterly Processing
2 Generate the work file. Payroll > Quarterly Processing > Generate Work File
3 Edit the work file using the Quarterly Processing Editor. Payroll > Quarterly Processing > Edit
4 Print or print preview the Quarterly Electronic Filing Worksheet. Payroll > Quarterly Processing > Print
5 Transfer the information to electronic filing. Payroll > Quarterly Processing > Electronic Filing