For your information

Q3 tax report packages available mid-November

Accessing quarterly reports

In accordance with your agreement and Form 8655 (Reporting Agent Authorization), please accept this notification as confirmation that your 2019 third quarter payroll tax returns and payments have been filed on your behalf by Insperity Payroll Services.

Third quarter report packages will be available on Nov. 15, 2019 and include all tax returns that were filed by Insperity. To access your quarterly report packages, navigate to Return Archive from the Reporting menu.

You can filter the list using the drop-down menus at the top of the screen, as seen below.

Ongoing tax communication

You should send all payroll related tax communication that you receive to your Insperity payroll specialist for review. Insperity does not receive direct communication regarding your tax accounts from state and federal agencies, and these notices may contain important pieces of tax information needed for correct and timely tax payments and filings. Incorrect and/or missing information may result in penalties and interest assessed by the tax agency. Insperity is not responsible for any penalties and interest that are charged.  

“Applied-for” tax accounts

It is important that you provide tax account identification numbers for all active tax agencies to your Insperity payroll specialist. If you have registered for a tax account number with an agency, but have not yet received it, that tax will show up with a Missing Tax ID warning on your Exceptions report during payroll processing. It is important to review this report during regular payroll processing to ensure that Insperity has all necessary tax accounts information.  If you have any questions or need further assistance with items on your Exceptions report, please contact your Insperity payroll specialist for assistance.