SWT_Report_General_instructions

SWT Report - General instructions

Create a report, detail report, form, or electronic file. SWT is the state withholding tax on earned income. The income tax withholding is in addition to the Federal withholding tax (FWT). Use the SWT Report to review the taxable amounts as a report, or print the taxable amounts to the state withholding form.


Printing SWT Report

Print the SWT report or SWT detail report.

Do this...

1. Open Connect Payroll > State Reports > SWT Report.

2. Select SWT Report [Caselle Master] as the Title.

3. Set up the report dates and report options.

Print detail report (Select this checkbox to print the SWT detail report.)

Print form

 

4. Click Print (CTRL+P).

The SWT Report prints.

 

Printing SWT Forms

Print the SWT Report to the SWT Form.

Do this...

1. Open Connect Payroll > State Reports > SWT Report.

2. Select SWT Report [Caselle Master] as the Title.

3. Set up the report dates and report options.

 

4. Select the checkbox titled Print Form.

5. Click Print (CTRL+P).

The SWT Report prints.

 

Creating an electronic file

Save the SWT report as an electronic file.

Do this...

1. Open Connect Payroll > State Reports > SWT Report.

2. Select SWT Report [Caselle Master] as the Title.

3. Set up the report dates and report options.

 

5. Select the checkbox titled Create Electronic File.

6. Enter the File Name.

7. Select the Format.

8. Click Print (CTRL+P).

The SWT Report is saved as an electronic file.

 

 

Submitting an amended SWT Report

If you make corrections to the SWT Report, reprint the report and select the checkbox titled Amended.

 

Printing SWT Report (UT) - TC941E

Report electronic quarterly state withholding information for the State of Utah. This report has been updated for 2018.

Do this...

1. Open Connect Payroll > State Reports > SWT Report.

2. Select SWT Report [Caselle Master] as the Title.

3. Set up the report dates and report options.

Print detail report

Print form

 

4. Click to select the checkbox titled Create Electronic File.

5. Enter the File Name.

6. Select SWT Report (UT) - TC941E [Caselle Master] as the Format.

7. Click Print (CTRL+P).

The TC941E is created and saved.

 

 

Options

Print detail report

Include the report detail. The detail report prints this information for each employee: Social Security Number, Total Wages and Allowances, Not Subject Amount, Amount Over Limit, and Taxable Amount. Use the detail report to check the employee information that will print on the report.

 

Print form

Print the SWT Report to the SWT Form.

 

Create electronic file

Save the SWT Report as an electronic file.

 

File name

Enter the destination location. This is where the electronic file is saved. If you do not include the drive and path, Connect will create the file in the default Caselle directory.

 

Format

Select the electronic format that you will use to create the electronic file. The drop-down menu will show the supported electronic formats for your state.

 

Amended

Select this checkbox if you are submitting an amended TC-941E.

 

 

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

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