Viewing Quarterly Tax Reports
BerniePortal files your quarterly taxes to the applicable tax agencies and uploads a summary of the report into your BerniePortal.
The Global Admin is the only admin who can view and download this document. To access:
- Click on your account drop-down menu in the upper right-hand corner of your administrative screen. Select "Account".
- Scroll to the documents tab in your left-hand menu.
- You should see a document labeled with the past quarter tax summary, which includes your 941.
- You can download the PDF and store it in your records.
- Please allow a few weeks after the quarter has closed to complete and upload your tax information.
If you have further questions, please refer to your account manager.
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