Category: End of Q1 Guidance

At the end of each quarter, we ask that you review important payroll and tax information in isolved for accuracy.

All Q1 2026 payroll and tax information must be accurate and complete in isolved by Tuesday, March 31, to ensure timely filing.

Below are the recommended items to review to help you meet all requirements successfully.

Review tax setup information

It is crucial to confirm that your tax setup is accurate and complete. We recommend that you go to Client Reports > Client Profile Report to validate company information:

• Name (or DBA name) should match the legal company name registered with tax agencies
• FEIN should match the legal FEIN registered with tax agencies
• Address should match the legal company address registered with tax agencies

Then, go to Reporting > My Reports and run the Tax List report.

Review the following items:

• Federal and state tax ID numbers
• State filing frequencies and rates

Important notes:

Please remember that tax agencies do NOT send any rate or filing frequency notices to Insperity, but they do send this information to you, the employer of record. If you have received these notices or see discrepancies in your isolved setup, please forward all information to your payroll specialist.

You must have a registered ID number with all appropriate state and federal agencies in order to file. Agencies do not accept “Applied For” ID numbers for filing and payments. Submitting your filings with an “Applied For” ID could cause delays and agency penalties and fees.

Review employee identification information

Go to Employee Management > Employee Summary and review employee names and Social Security numbers for accuracy.

Other important tax reminders

• First-quarter tax filings will be available on the Return Archive page of the Reporting menu in isolved on May 1, 2026.
• Pay items that have not been entered in isolved yet AND payroll adjustments that will be reflected on Q1 2026 returns MUST be reported to your payroll specialist by Tuesday, March 31. These items include:
  • In-house checks
  • Voided checks
  • Tax adjustments
  • Third-party sick/disability payments

Ensure all FFCRA-qualified sick and leave wages are entered correctly.

• An additional charge will be applied for any Q1 2026 corrections submitted after Tuesday, March 31.

Please contact your dedicated payroll specialist today if you have any questions or concerns.

It’s hard to believe, but the end of the first quarter is almost here. In accordance with your agreement and Form 8655 (Reporting Agent Authorization), this notification serves as confirmation that your fourth quarter 2019 payroll tax returns and payments have been filed on your behalf by Insperity Payroll Services. These returns can be found in Return Archive under the Reporting menu for your review.

As you now prepare for the end of the 1^st quarter, please review your payroll and tax information and make any necessary adjustments.

All Q1 payroll and tax information must be accurate and complete in iSolved by Tuesday, March 31, 2020 to ensure timely filing. These reminders can help you meet all requirements successfully:

• Tax setup information
  It is crucial to confirm that your tax setup is accurate and complete. We recommend you visit the Client Management menu > Client Summary page to validate each of the statements in the following sections:
  • LEGAL NAME
    • Name (or DBA name) matches the legal company name registered with tax agencies
    • FEIN matches the legal FEIN that is registered with tax agencies
    • Address matches the legal company address registered with tax agencies
  • CONTACTS
    • Verify a tax filing contact is listed (see screenshot below)
    • Name  listed as you wish it to be reflected on tax forms and tax filings
    • Email address correct
    • Phone number correct

The next step is to view the Tax ID & Rate Verification Report in the Reporting menu > My Reports page, seen below.

On this report, review:

• Federal and state tax ID numbers
• State filing frequencies and rates

Please remember that tax agencies do NOT send rate or filing frequency notices to Insperity, but they do send this information to you as the employer of record. When you receive these notices, or if you see discrepancies in your iSolved setup, please forward all information to your payroll specialist.

You must have a registered ID number with all appropriate state and federal agencies in order to file. Agencies do not accept “Applied For” ID numbers for filing and payments. Submitting your filings with an “Applied For” ID could cause delays, agency penalties and fees.

• Employee identification information
  Visit the Employee Management menu > Employee Summary page and review the following for accuracy:
  • Employee names and social security numbers
• Other important reminders
  • First quarter tax filings will be available on the Return Archive page of the Reporting menu in iSolved on May 15, 2020, as referenced in the screenshot(s) below.

• Pay items that have not been entered in iSolved OR payroll adjustments that will be reflected on Q1 returns MUST be reported to your payroll specialist by Tuesday, March 31, 2020. These items include:
  • In-house checks
  • Voided checks
  • Tax adjustments
  • Third-party sick/disability payments
• An additional charge will be applied for any Q1 changes submitted after the Tuesday, March 31, 2020 deadline.

Please contact your dedicated payroll specialist today if you have questions or concerns regarding this information.