Create an Electronic Quarterly Reporting File

After you generate, review, and edit a work file, you can transfer the information to an electronic filing format.

Vision does not verify the accuracy of information in the quarterly processing file. You must review all information and make any necessary changes for individual employees using the Quarterly Processing Editor prior to creating the Electronic Filing Report file.

To transfer quarterly tax information to electronic filing, complete the following steps:

1. From the Vision Navigation menu, click Human Resources > Payroll > Quarterly Processing.
2. On the Quarterly Processing form, verify that all information generated for your employees is correct and edit the work file, if necessary.
3. On the toolbar, click Electronic Filing.
4. In the File Name field on the Quarterly Processing Electronic Filing Reporting dialog box, enter the path to the file and the filename.

   The filename must follow this format:

   NYWRMMYY.RPT

   Where NY is the two letter state code, WR indicates wage reporting, MM is the month and YY is the last two digits of the year. For example, enter NYWR0613.rpt to indicate the quarterly electronic filing file for New York state for the second quarter, April-June, 2013.

5. Click Create File.
6. On the File Download dialog box, select Save this File to Disk and click OK.
7. Browse to the location where you want to save the file and click Save.