Payroll Taxes & Year-End
How to Handle Tax Notices from State or Federal Agencies
Employers sometimes receive notices from state or federal tax agencies about payroll taxes — rate changes, filing questions, payment discrepancies, and similar items. Forward notices promptly so the tax team can respond within agency deadlines. What ...
Managing State Tax for Remote Employees
Remote and hybrid employees often work in a different state than the employer's headquarters. State tax withholding should follow where the employee performs work, and the employee's work location in BerniePortal must stay accurate. The Basic Rule ...
State Tax Setup and State Tax IDs
When employees perform work in a state, employers typically need state tax IDs with that state's agencies so withholdings and unemployment contributions can be remitted correctly. What Are State Tax IDs SITW ID (State Income Tax Withholding) — ...
Understanding Federal Withholding (FITW) on Employee Paychecks
Federal Income Tax Withholding (FITW) is calculated from each employee's Form W-4, taxable wages for the pay period, and current IRS withholding rules. Amounts can change from paycheck to paycheck even when the W-4 has not changed. What Determines ...
Year-End Payroll: W-2 and 1099 Processing
For BerniePortal Payroll clients, W-2 and 1099 processing is included with payroll tax services. Employer Success coordinates year-end preferences, form generation, and mailing options. Year-End Preparation Starting in Q4, Employer Success reaches ...
Payroll Tax Management: How BerniePortal Handles Tax Filings for Payroll Clients
For BerniePortal Payroll clients, Certified Payroll Tax Professionals handle tax calculation support, filings, remittances, and year-end forms so employers can focus on day-to-day payroll accuracy. What's Included Payroll tax calculation as part of ...
Popular Articles
Understanding the Complete Benefits Lifecycle
Effective benefits administration requires navigating a comprehensive lifecycle. This includes creating materials for potential hires, ensuring compliant onboarding documentation, supporting active employee enrollment, managing ongoing compliance ...
Login Instructions - Administrator Help
An employee's initial username and password depend on how they were added to BerniePortal. Use the matching section below when you share login instructions with employees. Employers and Feature Admins can look up the Employer Code and redownload a ...
Onboarding Document Categories
Document categories group onboarding paperwork. BerniePortal includes five standard categories—W-9, I-9, W-4, Direct deposit authorization, and State Withholding—and you can add custom categories. Custom category order controls the order employees ...
Hiring Managers, Hiring Influencers, and Their Capabilities
Each job in BerniePortal Recruiting has a Hiring Team. That team includes one Hiring Manager and optional Hiring Influencer(s). These are per-job assignments for employees—not company-wide roles. The same person can be Hiring Manager on one job and ...
Splitting Your Bill by Billing Subgroup
Generate separate monthly bill PDFs for each Primary Billing Subgroup. When this setting is on, future bill downloads can include a total bill plus a PDF for each Primary Billing Subgroup that has charges. To generate monthly bills for each Billing ...