The Periodic Tax Filing Interface creates a flat file (.mf) containing the archived data from the Payroll Archive in a format that you can directly submit for tax filing and reporting. Run the Periodic Tax Filing Interface from the Submit Requests window.

The Periodic Tax Filing Interface creates an audit report output file (.a01) that contains all of the information contained in the .mf file in a printable format.

After running the Periodic Tax Filing Interface, you can use the Payroll Actions Not Processed report to see any employees (and corresponding payroll processes) that were not included in the output file, but fell within the report's parameters.

   To run the Periodic Tax Filing Interface:

1. Select Periodic Tax Filing Interface in the Name field.

2. If the parameters window does not open automatically, click in the Parameters field to open it.

3. Enter a Start Date and End Date. Tax information for the period selected are included in the output file.

4. Select a Payroll or Consolidation Set. If you Select a Payroll, the Consolidation Set automatically defaults. If you want to run this process for the entire Consolidation Set, make sure to leave the Payroll field blank.

5. You can also select a GRE. If you select a GRE along with a payroll or consolidation set, then all employees in that payroll or consolidation set in the selected GRE are included. If you want all assignments in the GRE included, then you do not need to select anything but the GRE.

6. Select OK, and Submit.

Naming Convention for Output Files

The files created by the Periodic Tax Filing Interface will be named accordingly: