Creating and Sending an ADP Tax Report

Before you begin:

  • Open Internet Explorer.
  • Determine the payroll batches that need sent (based on the batches that were previously sent).
  • Have your Username and Password available (this was sent to you via e-mail from TEAM). If you do not know the Username and Password, please contact your TEAM ADP representative.
  • Review the topic title ADP Tax Filing.

Create Employee W-2 Report in WinTeam

This report will be used to verify the ADP Tax Filing Report.

  1. From the Payroll Menu, click Reports.
  2. Select Employee W-2 Report, and then click Run Selected Report.
  3. Enter the Check Dates range. The From date should be the day after the previous Check To date. The To date should be the current check date.
  4. Under Report Type, select Recap Totals Only.

Create ADP Tax Filing Report in WinTeam

  1. From the Payroll menu, click ADP, and then click ADP Tax Filing Report.
  2. Enter your ADP Client ID (Txxx). Your Client ID was sent you via e-mail from TEAM.
  3. Enter your Entity Name.
  4. Enter your Company Name.
  5. Enter the Check Date range. This date range should match what you used when running the Employee W-2 Report.
  6. For clients using the multi-company feature, click the Paycheck Companies category, and then select the correct company from the list.
  7. Under the Batches option, select the batch to send to ADP by using the Pick From List.
  8. Click the Include Report Criteria check box. This will print the batch number on the report for reconciliation purposes.
  9. Click the Create button (formerly Write to File). The system will check for batches that have not previously been transmitted to ADP. Preview the report. Compare the corresponding totals on the Employee W-2 Report to the ADP Tax File Report. If the totals do not match, try to find out why (check the batches in the Pick From List, did you miss any?). If the totals match up, print the ADP Tax Filing Report.
  10. Once the report has printed, close the Preview screen. Click Yeson the message if your ADP Tax Filing Report ties back to the Employee W-2 Report.
  11. Browse to C$ on Client to save the "Per-xxxxx-xxxxx" file to your local hard drive.

  12. If the was file was not properly saved or the export was aborted, WinTeam will display "File was not created successfully."

  13. Once you have saved the file, click No to the message.

You have just completed the WinTeam part of the process!

Send your file to ADP

  1. Go to https://fts.probusiness.com.
  2. Log in using your Username and Password that was sent to you via e-mail from TEAM.
  3. On your local hard drive browse to the “Per-xxxxxx-xxxxxx” ADP file you previously created, and then click Open. The filename then display in the box next to the Browse button.
  4. Click the Upload button to send your file.
  5. Click OK when finished.
  6. If the file transmitted successfully, the filename displays in blue text near the middle of the screen.
  7. Print the page and keep as a record of the successful upload.