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Quarterly and annual federal payroll prep checklist for SMB owners running W-2 payroll. Covers 941, 940, state UI / WC, S-corp reasonable salary documentation, and fringe-benefit valuation.
What it covers
- Required inputs
- Worker-classification gate (read before adding anyone to payroll)
- Form 941 - Quarterly Federal Employer Tax Return
- Form 940 - Annual Federal Unemployment (FUTA)
- State UI / WC matrix (per-state work - verify each)
- New-hire reporting
- S-corp owner-employee - reasonable salary documentation
- Fringe benefit valuation