Select Colorado - CDLE - UITR-1 Quarterly Report from the Plugins menu of Qxtender.

If you have a QB Company file loaded, the next step will be skipped.

(Export Mode only)

QuickBooks 6,99,2000:
Select the Employee/Payroll Items list exported from QuickBooks.

QuickBooks 2001 up:
At the first fileopen dialog, select the Payroll Items list report exported from QuickBooks.
At the second fileopen dialog, select the Employee list report exported from QuickBooks.

How to export the list(s) from QB

Or see the Readme file included with the Plugin for details on exporting this file from QB.

The Plugin opens, initialized with Payroll Item and Employee information.

Please read the notice on this page.

The Check Plugin Version link will launch your web browser and connect to the Qtools website, displaying a page with information about the version status of your plugin. It is recommended that you check this prior to printing your report.

Internet links are provided in case you need more information to complete and file your return.

Now, follow the steps indicated on the Plugin.

STEP #1: Click on the Setup Payroll Items tab.

Set the Report Period to the Quarter you wish to report.

STEP #2: Select the Payroll Items. (this is necessary since Item names are not standardized in QB and users can edit them).

The Plugin will attempt to automatically select the correct payroll item(s). If the this does not occur, you will need to rename the payroll item(s) in QB to match the name(s) shown in the Payroll Items to select box.

To manually select the items, copy items from the QB Payroll Items list to the Payroll Items to Report list. You can copy them one at a time or you can multi-select the items by holding down the CTRL key while clicking. Using the mouse, drag the selected Payroll Item(s) from the QB Payroll Items list on the left to the Payroll Items to report list on the right. You can also copy the selected item(s) by clicking the button between the lists, or double-click the item.

If you are not having QB calculate CO - Tax Surcharge separately from CO-UI, then only copy the CO-UI item to the list on the right.

The items must be ordered in the Payroll Items to Report list as noted in Payroll Items to Select. Use the Up/Down arrows next to the list to change the position of an item in the list.

To delete an item in the Payroll Items to report list, select it and press the Delete key, or click the Trashcan button.

(note: Curly Brackets are used to combine payroll items into a single amount for reporting purposes. The Curly Brackets and the text contained are ignored during calculation. For example, if you select a Payroll Item to report named CO - Unemployment and you also have a QB Payroll Item named CO - Unemployment {extra}, any amounts for either item will be calculated as one total.)

STEP #3: Click on the Get Data tab.

All employees in the QB file will be shown, including inactive employees. After processing, employees with no activity during the report year will be removed from the list.

(note: Curly Brackets and the text contained is removed from employee names when printing. This allows you to deal with employees with the same name, or to sort your employee list by using a curly bracketed prefix.)

Click the Get QB Data button.

If you have a QB Company file loaded, the next dialog will be skipped.

(Export Mode only)

Select the "Payroll Transaction Detail Report" exported from QuickBooks.

How to export this report from QB.

Or see the "Readme" file included with the Plugin for details on exporting this report from QB.

The QB data will be processed, filling the columns with data.

In most cases, the amounts shown will be the correct values to report. However, if you have an unusual payroll tax setup, or some other special circumstance, you may need to edit some amounts. Check the Edit Employee amounts checkbox, then click on the values to be edited. Column totals will recalculate to reflect the edits. Uncheck the box when finished to disable further editing.

Click on the Reconcile tab.

STEP #4: Make any changes necessary to the State UI Tax Settings, as noted.

STEP #5: Make note of any adjustment amounts.

STEP #6: Click on the Report tab.

Verify the Account numbers, and Company information. Fill-in any empty boxes with the appropriate values.

(Export Mode Only) The first time you use the Plugin, you will have to enter your Employer Name & Address. It will be saved and automatically filled-in thereafter.

Verify the employee counts in item #8 and change if necessary.

Enter any Interest, Penalty or Prior Balance Due amounts that you owe.

Credits should be entered in #15 as a negative amount.

Click the Preview button on Qxtender's toolbar (or choose "Print Prevew" from the File menu).

The first page is an information sheet with instructions for proofing the report and a target mark in the upper left corner to check printer alignment.

Follow the instructions on this page.

Click the Next button (>>) to view the subsequent page(s).

Page 2 is the UITR-1 report to be submitted to the CDLE.

Page 3 onward are UITR-1a pages for employee wages.