Draft a Payroll Register for quarterly reconciliation of S-Corp owner's health insurance premiums paid through payroll to maintain pass-through tax compliance

Generate draft a payroll register for quarterly reconciliation of s-corp owner's health insurance premiums paid through payroll to maintain pass-through tax compliance for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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Allowed: CSV, XLSX, PDF

Max size: 10MB

Upload the quarterly payroll register containing owner wages and any pre-taxed health insurance premiums
Provide legal entity name, EIN, S-Corp election date, current tax year, and quarter being reconciled
Select the health-insurance arrangement that matches this S-Corp
List monthly gross premium amounts per covered individual actually paid or reimbursed by the S-Corp
Choose how Box 1 & Box 14 information will be reflected on shareholder-employee W-2s
Enter any custom payroll earning/deduction codes in your system tied to owner premiums (e.g., OHI, SCINS, 2PERCENT)
Provide projected total wages for each shareholder-employee for the full year; needed to confirm premium inclusion does not exceed SS wage base or affect reasonable-comp tests
Choose the format for the drafted quarterly reconciliation document
Add any special facts, footnotes, or areas of regulatory risk that the AI must highlight or expand upon (e.g., prior IRS audit findings, non-calendar fiscal year, multi-state withholding wrinkles)