Viewing Quarterly Tax Reports
Tax season doesn't have to be stressful. BerniePortal takes care of filing your quarterly taxes directly with the applicable tax agencies— and once that's done, a summary report is uploaded straight to your BerniePortal account for your records. The Employer Portal’s Global Admin can view and download the report anytime, keeping everything organized and accessible in one place!
To access:
- Log In to BerniePortal as the Global Administrator
- Navigate to the account drop-down menu in the upper right-hand corner of your administrative portal and select "Account"
- Select “Documents” from the left-hand menu
- All currently available Quarterly Tax Summaries will be stored in this area for easy access
To view:
- Click on the desired file’s name to open and download a copy as needed
- Note: Please allow a few weeks after the close of each quarter for your tax summary to be completed and uploaded- The Employer Success team will notify you as soon as the Quarterly Summary becomes available!
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