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How do I review workers compensation transactions?

This is part of the quarterly reconciliation checklist. These instructions will help you verify the workers compensation amount paid for the quarter. 


Watch a video

Learn how to use the workers compensation detail report and pay code transaction report to reconcile workers compensation. [MP4]


First, print the workers compensation detail report for the quarter

The workers compensation detail report will show the total wages subject to workers compensation and the workers compensation classification for the quarter.


Second, compare the workers compensation detail report to the pay code transaction report

Check if the 

  • taxable amount on the workers compensation detail report matches the the taxable amount on the pay code transaction report. 


If the amount that was originally calculated does not match the amount that was originally paid, it's time to start troubleshooting the problem. 

  • Is the employee list correct? Compare the employees on the workers compensation detail report to the employees on the pay code transaction report. Is there an employee that shows up on one report but not the other report? The employee should be included on both reports.

  • Does each employee have a workers class code? If the employee is missing from the workers compensation detail report, check to see if the employee has a workers compensation class code. Use Modify Existing Employees to look up the employee position, and then click the Workers Compensation tab. Use the WC Class Code box to add a workers compensation class code to the employee position.
    This is a common error that can happen when an employee changes positions or when an employee is being onboarded as a new hire.
    Now, run the workers compensation detail report again to see if the reports balance. 

  • Are the workers compensation taxable wage correct? If your employees balance and the employee list is correct, then you will need to verify if the taxable wages match on both reports. For example, the taxable wage may not be correct because the original taxable wages were not correct, which is why the actual tax calculation is wrong. 

  • Is the workers compensation modifier correct? The workers compensation (WC) modifier is saved with the state in Organization > States. [More]

  • If you have checked the above items and you need assistance, contact customer service at (800) 228-9851 for assistance. To prepare for the support call, run the workers compensation detail report and pay code transaction report for the reporting period.  

 

 

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