Select Texas - TWC - 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.

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 Smart Jobs Assessment separately from TX-UI, then only copy the TX-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 New York City Withholding and you also have a QB Payroll Item named New York City Withholding {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.

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 items #10 and #12 and change if necessary.

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

Per TWC regulations, beginning July 1, 2007, tax reports that have more than 9 employees must be filed electronically. If there are 10 or more employees to report, printed form will have a "FILE COPY ONLY" watermark. Use the ICESA utility accessed by the button at the bottom of the report tab page. Instructions for its use are provided on the utility.

The ICESA format file created by this utility is suitable for use with the TWC's QuickFile application. QuickFile is a separate application developed and supported by the TWC. You must download and install QuickFile, and setup an online user ID prior to use. Once you have done so, this utility can be used to create an ICESA file from the employer and employee data collected by the Qxtender TWC Plugin. QuickFile will load, validate and upload the file (via the internet) to the TWC. See the TWC QuickFile website for more information.

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 C-3 report to be submitted to the TWC.

If you have more than 10 employees, there will be additional pages in the C-4 format.