Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Tax Team Amendment Process

1. What Amendments Are

Amendments refer to corrections made to previously filed federal and state payroll tax forms. These include: 

Federal Amendments 

  1. Form 941-X – Adjusted Employer’s Quarterly Federal Tax Return 
  1. Form 940 Amended – Corrected Annual Federal Unemployment Tax Return 

State & Local Amendments 

  1. All state unemployment, withholding, and local tax returns or wage reports that require correction
2. End-to-End Amendment Workflow

A. Ticket Intake (OPS → Tax Team)
  1. OPS identifies an amendment need, works with the franchise to process prior quarter adjustments, and transfers tickets to the Tax team.
    1. OPS makes a note on the Tax Amendments Team Checklist.
  2. The assigned Tax Specialist processes the amendments in iSolved and responses to the franchise once completed. 
    1. Tax Specialist completed Tax Amendment checklist  
    2. Bills the franchise (Using the Franchising Billing Spreadsheet) The assigned Tax Specialist processes the amendments in iSolved and responses to the franchise once completed. 
    B. iSolved: Starting the Amendment 
    1. Go to Tax Quarter End| Quarter End Approval → Under Return Type Select - Amendments. 
      Tax Team Amendments_1
    2. Approve Quarter End| Then Create Tax E-File or Print Tax Forms 
    3. Verify returns are accurate. iSolved sometime generate 0.00 amendments – these do not need to be sent. 
    4. E-File the amendments based on the state or mail the amendments if paper copies are generated. 

    Tax Amendments Team Checklist Instructions

    The checklist contains 11 Columns: 

    1. To Be Completed

    The first 6 columns are completed by OPS  

    Action Required: 

    • Column G indicates the forms requiring amendment based on the PQA. 
    • Columns H is the NOTES column – indicate how forms were completed i.e. 941-X mailed, RITA 11A -E-filed. 
    • Column I is the Billing. Indicate the amount to be billed and enter this in the Franchising Billing spreadsheet for the Banking team to bill the franchise 
    • Column J is to check that the notes have been entered into HubSpot to notify the franchise that the returns have been completed and are available for their clients. 
    • Column K is for the date completed 

    Tax Team Amendments_2