Viewing Quarterly Tax Reports

Viewing Quarterly Tax Reports

After BerniePortal files your quarterly payroll taxes, a quarterly tax summary is uploaded to your employer Documents area for your records. Open and download summaries from there when you need them.

Who this is for
Employers signed in to the employer account (including a Global Admin signed in as the employer) can open Account and view Documents.

To access
  1. Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
  2. In the left sidebar, select Documents.
  3. In the Documents table, select a document name under Document Name to download it.
Allow time after each quarter closes for the summary to be completed and uploaded. Employer Success notifies you when a new quarterly summary is available.

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