Analyze and draft transmittal Report (W-3) reconciliation summaries tying YTD payroll journal, 941 filings, and final W-2 Forms to ensure zero-balance EIN totals for a 40-person CPA firm prior to SSA e-file submission

Generate analyze and draft transmittal report (w-3) reconciliation summaries tying ytd payroll journal, 941 filings, and final w-2 forms to ensure zero-balance ein totals for a 40-person cpa firm prior to ssa e-file submission for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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Allowed: XLSX, CSV, PDF

Max size: 50MB

Upload employer payroll register workpapers with YTD wages, taxes, deductions, and adjustments in Excel or CSV format showing quarterly 941 reconcile-to-control
Select the tax year and final quarter for which W-3 reconciliation is being performed
Specify the client type and complexity profile for tailored reconciliation procedures
Provide current working trial balance or control schedule showing W-2 box totals pre-reconciliation
Specify SSA compliance standards and correction type for accurate reconciliation matrix
Define quarterly 941-to-W-2 variance tolerance thresholds and specific verification checks
Select professional deliverable format based on stakeholder requirements
Indicate preparation and review structure within firm quality control
Document known exceptions, proposed adjustments, and resolution status for transparency
Provide relevant client relationship context or special handling instructions not covered above