Commonly Asked Questions: Audits, QuickBooks and Payroll Paperwork

  1. Where can I find reports needed for a Workers’ Comp Audit?

For a Workers’ Compensation Audit, you’ll need reports detailing financial data for the period covered by your policy. Auditors typically request:

  • A summarized wage detail covering the audited period
  • Tax forms, such as Form 941 and/or state unemployment reports

These documents verify all sources of pay provided to each worker, including salaries, bonuses, and overtime. Contact us and we’ll email you a short guide for next steps to access this information.

 

  1. Can you create a General Ledger export for QuickBooks?

Yes. Our team can generate a General Ledger export formatted for seamless entry into QuickBooks. Contact us for assistance in setting this up.

 

  1. What paperwork do employees need to complete for payroll?

We offer two convenient options:

  • Quick Links Screen: Access blank PDF forms ready for use
  • Electronic Onboarding Service: Employees can complete all new hire forms online through our system, streamlining the process for both you and your team

 

Have more questions? Reach out to our team—we’re here to help!