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Quarterly Tax Data Subtask

Use this subtask to manually enter specific state and local tax data for submission to Ceridian Tax Services (CTS).

After you create a Periodic or Quarterly tax file, the Create CTS Tax File Data screen reads the appropriate table to determine whether data is assigned to a particular CTS Client ID for the period or quarter being reported and, if so, includes that data in the file.

You can also use this subtask to include the number of individuals provided COBRA premium assistance by quarter information when you generate the CTS Quarterly Tax file.

Contents

Field Description
Payroll Year

Enter the payroll year to which the tax data applies. The value must be numeric and must exist in the Pay Periods table.

Quarter

Select the quarter (1, 2, 3 or 4) to which the tax data applies.

Vermont FTEs Without Healthcare

Enter the number of Full-Time Equivalent Vermont employees for the specified Client ID/Payroll Year/Quarter combination who do not have health care coverage.

If this value is greater than zero, the number is reported in the Vermont State-015 record of the Quarterly CTS Tax file. If no value is entered, the field is populated by default with 0.00 when you save the record.

Cobra Premium Credit Count

Enter the number of individuals provided COBRA premium assistance during the quarter. This amount is reported in the Federal 075 record generated for the Quarterly CTS Tax File. This field must not include COBRA Premium Credit counts for Guam, Puerto Rico, or Virgin Islands individuals.

Guam COBRA Premium Credit Count

Enter the number of Guam individuals provided COBRA premium assistance during the quarter. This amount is reported in the Federal 105 record generated for the Quarterly CTS Tax File.

Puerto Rico COBRA Credit Count

Enter the number of Puerto Rico individuals provided COBRA premium assistance during the quarter. This amount is reported in the Federal 115 record generated for the Quarterly CTS Tax File.

Virgin Islands COBRA Premium Credit Count

Enter the number of Virgin Islands individuals provided COBRA premium assistance during the quarter. This amount is reported in the Federal 095 record generated for the Quarterly CTS Tax File.