Transmittal of Wage and Tax Statements a Control Number 2022 OMB No. 1545-0008 i 33333 b 941 Military 943 944 Kind of Hshld. Medicare Payer CT-1 emp. govt. emp. (Check one) / None apply 501c non-gowt- IKind {of Stateflocal Stateflocal {Employer non501c 501c Federal govt. i{Check one) Third-party sick pay {Check if applicable) o c Total number of Forms W-2 d Establishment number 1 Wages. Tips, and other Compensation 2 Federal Income Tax Withheld & Employer identification number (EIN) 3 Social Security Wages 4 Social Security Tax Withheld FEmployer's name 5 Medicare Wages and Tips 6 Medicare Tax Withheld |a Employer's address and ZIP code 7 Social Security Tips 8 Allocated Tips 10 Dependent Care Benefits 11 Non Qualified Plans 12a Deferred compensation h Other EIN used this year 13 For third-party sick pay use only 12b 15 State | Employer's state |D number 14 Income tax withheld by payer of third-party sick pay 16 State Wages. Tips. Etc. 17 State Income Tax 18 Local Wages, Tips. Etc 19 Local Income Tax Employer's contact person Employer's telephone number For Official Use Only Employer's fax number Employer's email address a Control Number 22222 OMB No. 1545-00008 b Employer Identification Number (EIN) 1 Wages, Tips, and othe Compensation 2 Federal Income Tax Withheld c Employer's Name, Adress, and ZIP code 3 Social Security Wages 4 Social Security Tax Withheld 5 Medicare Wages and Tips 6 Medicare Tax Withheld 7 Social Security Tips 8 Allocated Tips d Employee's Social Security Number 9 Advanced EIC Payment 10 Dependent Care Benefits e Employee's First Name and Initieal Last Name Suff 11 Non Qualified Plans 12a 13 Statutory Retirement Third Pary 12b Employee Plan Sick Pay 14 Other 12c 12d f Employees Address and Zip Code 15 State Employers State ID No 16 State Wages, Tips, Etc. State Income Tax 18 Local Wages, Tips, Etc 19 Local Income Tax 20 Locality Name Form W-2 Wage and Tax Statement 2022Form W-2 Wage and Tax Statement 2022 31 32 a Control Number 22222 33 OMB No. 1545-00008 34 b Employer Identification Number (EIN) 1 Wages, Tips, and othe Compensation 2 Federal Income Tax Withheld 35 36 4 Social Security Tax Withheld c Employer's Name, Adress, and ZIP code 3 Social Security Wages 38 5 Medicare Wages and Tips 6 Medicare Tax Withheld 39 40 7 Social Security Tips 8 Allocated Tips 41 10 Dependent Care Benefits 42 d Employee's Social Security Number 9 Advanced ElC Payment 43 e Employee's First Name and Initieal Last Name 11 Non Qualified Plans 12a 44 Suff. 13 Statutory Retirement Third Pary 12b Employee Plan Sick Pay 48 14 Other 12 49 50 51 12 52 53 f Employees Address and Zip Code 54 15 State Employers State ID No 16 State Wages, Tips, Etc. 17 State Income Tax 18 Local Wages, Tips, Etc 19 Local Income Tax 20 Locality Name 55 56Form w 2 ':t:g:rr?::t-rax 2022 a Control Number 22222 OMB No. 1545-00008 b Employer Identification Number (EIN) 1 Wages. Tips. and othe Compensation |2 Federal Income Tax Withheld c Employer's Name, Adress, and ZIP code 3 Social Security Wages 4 Social Security Tax Withheld & Medicare Wages and Tips & Medicare Tax Withheld 7 Social Security Tips 8 Allocated Tips 4 Employee's Social Security Number 9 Advanced EIC Payment 10 Dependent Care Benefits e Employee's First Name and Initieal Last Name Suff. 11 Non Qualified Plans 12a 13 Statutory Retirement Thid Pary | 122 Employee Plan Sick Pay 4 Other 12c 12d f Employees Address and Zip Code 15 State Employers State ID No 16 State Wages, Tips, Etc. 17 State Income Tax |18 Local Wages, Tips, Etc |19 Local Income Tax 20 Locality Name Wage and Tax Form W'z Statement 2022 Form 940 for 2022: Employer's Annual Federal Unemployment (FUTA) Tax Return 850113 Department of the Treasury - Internal Revenue Service OMB No. 1545-0028 Employer identification number (EIN) Type of Return Check all that apply.) Name (not your trade name) a. Amended Trade name (if any) b. Successor employer c. No payments to employees in 2022 Address d. Final: Business closed or Number Street Suite or room number stopped paying wages Go to www.irs.gov/Form940 for instructions and the latest information. City State ZIP code Foreign country name Foreign province/county Foreign postal code Read the separate instructions before you complete this form. Please type or print within the boxes. Part 1: Tell us about your return. If any line does NOT apply, leave it blank. See instructions before completing Part 1. 1a If you had to pay state unemployment tax in one state only, enter the state abbreviation . 1a 1b If you had to pay state unemployment tax in more than one state, you are a multi-state Check here. employer 1b Complete Schedule A (Form 940). 2 If you paid wages in a state that is subject to CREDIT REDUCTION . 2 Check here. Complete Schedule A (Form 940). Part 2: Determine your FUTA tax before adjustments. If any line does NOT apply, leave it blank 3 Total payments to all employees 3 4 Payments exempt from FUTA tax Check all that apply: 4a Fringe benefits 4c Retirement/Pension 4e Other 4b Group-term life insurance 4d Dependent care Total of payments made to each employee in excess of $7,000 6 Subtotal (line 4 + line 5 = line 6) . 7 Total taxable FUTA wages (line 3 - line 6 = line 7). See instructions . 7 8 FUTA tax before adjustments (line 7 x 0.006 = line 8)Determine your adjustments. If any line does NOT apply, leave it blank. 9 10 11 If ALL of the taxable FUTA wages you paid were excluded from state unemployment tax, multiply line 7 by 0.054 (line 7 x 0.054 = line 9). Gotoline12 . . . 9 If SOME of the taxable FUTA wages you paid were excluded from state unemploymeni 1ax, OR you paid ANY state unemployment tax late (after the due date for filing Form 940), complete the worksheet in the instructions. Enter the amount from line 7 of the worksheet . . 10 If credit reduction applies, enter the total from Schedule A (Form 940) . . . . 1 Determine your FUTA tax and balance due or overpayment. If any line does NOT apply, 12 13 14 15 leave it blank. Total FUTA tax after adjustments (lines8+9+10+11=line12) . . . . . . . . . 12 FUTA tax deposited for the year, including any overpayment applied from a prior year . 13 . | Balance due. If line 12 is more than line 13, enter the excess on line 14. If line 14 is more than $500, you must deposit your tax. If line 14 is $500 or less, you may pay with this return. See instructions . . . . . . . 14 . ] Overpayment. If line 13 is more than line 12, enter the excess on line 15 and check a box below 15 You MUST complete both pages of this form and SIGN it. Check one: |_| Apply to next return. J Send a refund. For Privacy Act and Paperwork Reduction Act Notice, see the back of the Payment Voucher. Cat. No. 112340 Form 940 (2022) 450212 Name (not your trade name) Employer identification number (EIN) Report your FUTA tax liability by quarter only if line 12 is more than $500. If not, go to Part 6. 16 Report the amount of your FUTA tax liability for each quarter; do NOT enter the amount you deposited. If you had no liability for a quarter, leave the line blank. 16a 1stquarter (January 1-March31). . . . . . . . . 16a . 16b 2nd quarter (April1June30) . . . . . . . . . . 16b . 16c 3rd quarter (July 1 - September30) . . . . . . . . 16c . 16d 4th quarter (October 1 - December31) . . . . . . . 16d . 17 Total tax liability for the year (lines 16a + 16b + 16 + 16d = line 17) 17 - Total must equal line 12. IE:' May we speak with your third-party designee? Do you want to allow an employee, a paid tax preparer, or another person to discuss this return with the IRS? See the instructions for details. | | Yes. Designee's name and phone number Select a 5-digit personal identification number (PIN) to use when talking to the IRS. ' ' l || No. IEE Sign here. You MUST complete both pages of this form and SIGN it. Under penalties of perjury, | declare that | have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete, and that no part of any payment made to a state unemployment fund claimed as a credit was, or is to be, deducted from the payments made to employees. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Print your Sign your name here name here Print your title here Best daytime phone Date / / Paid Preparer Use Only Check if you are self-employed Preparer's name PTIN Preparer's signature Date Firm's name (or yours if self-employed) EIN Address Phone City State ZIP code Page 2 Form 940 (2022)Form 940-V, Payment Voucher Purpose of Form Complete Form 940-V if you're making a payment with Form 940. We will use the completed voucher to credit your payment more promptly and accurately, and to improve our service to you. Making Payments With Form 940 To avoid a penalty, make your payment with your 2022 Form 940 only if your FUTA tax for the fourth quarter (plus any undeposited amounts from earlier quarters) is $500 or less. If your total FUTA tax after adjustments (Form 940, line 12) is more than $500, you must make deposits by electronic funds transfer. See When Must You Deposit Your FUTA Tax? in the Instructions for Form 940. Also see sections 11 and 14 of Pub. 15 for more information about deposits. Use Form 940-V when making any payment with Form 940. However, if you pay an amount with Py Form 940 that should've been deposited, you may be subject to a penalty. See Deposit Penalties in section 11 of Pub. 15. Specific Instructions Box 1Employer identification number (EIN). If you don't have an EIN, you may apply for one online by visiting the IRS website at www.irs.gov/EIN. You may also apply for an EIN by faxing or mailing Form SS-4 to the IRS. If you haven't received your EIN by the due date of Form 940, write \"Applied For\" and the date you applied in this entry space. Box 2Amount paid. Enter the amount paid with Form 940. Box 3Name and address. Enter your name and address as shown on Form 940. * Enclose your check or money order made payable to \"United States Treasury.\" Be sure to enter your EIN, \"Form 940,\" and \"2022\" on your check or money order. Don't send cash. Don't staple Form 940-V or your payment to Form 940 (or to each other). Detach Form 940-V and send it with your payment and Form 940 to the address provided in the Instructions for Form 940. Note: You must also complete the entity information above Part 1 on Form 940. Detach Here and Mail With Your Payment and Form 940. : 940-V S L] Department of the Treasury Internal Revenue Service 1 Enter your employer identification number (EIN). OMB No. 1545-0028 2022 Payment Voucher Don't staple or attach this voucher to your payment. Dollars Enter the amount of your payment. Make your check or money order payable to \"United States Treasury\" 3 Enter your business name (individual name if sole proprietor). Enter your address. Enter your city, state, and ZIP code; or your city, foreign country name, foreign province/county, and foreign postal code. Complete the Comprehensive Payroll Project, incorporating any instructor feedback from the Mid-Point Check-in. To do so, complete the October, November, and December earnings records, payroll register, and journal entries. Post your journal entries to the ledger, and ensure your Trial Balance is in balance. Prepare the Form 941 and the Nebraska Unemployment reports for the fourth quarter. Prepare the annual Form 940, a Form W-2 for each employee, and a Form W-3 for the company. Upload File 2 with your work completed. Upload the completed File 3 and File 4 for the fourth quarter, and upload File , File 7, and File 8 for the year. Worksheet 4: Percentage Method Tables for Manual Payroll Systems with Forms W4 from 2020 or Later SEPTEMBER LOVELY OSBORNE JONES Step 1 Adjust employee's wage amount la Enter employee's taxable wages for this payroll period 5,695.00 2,975.50 2,560.80 1b Enter the number of pay periods you have per year 12 12 12 1c Enter the amount from Step 4(a) of the employee's Form W-4 1d Divide line 1c by the number on line 1b le Add lines 1a and 1d 5,695.00 2,975.50 2,560.80 1f Enter the amount fromStep 4(b) of the employee's Form W-4 1g Divide line 1f by the number on line 1b 1h Subtract line 1g from line le. If zero or less enter 0. This is the Adjusted Wage Amount 5,695.00 2,975.50 2,560.80 Step 2 Figure the Tentative Withholding Amount 2a Find the row in the StandardWithholding Rate Schedules of Percentage Method Tables, 4,560.00 2,158.00 1,935.00 2b Enter the amount from Column C 400.60 - 85.60 2c Enter the percentage from Column D 22% 10% 12% 2d Subtract line 2a from line 1h 1,135.00 817.50 625.80 2e Multiply the amount on line 2d by the percentage on line 2c 249.70 81.75 75.10 2f Add lines 2b and 2e. This is the Tentative Withholding Amount 650.30 81.75 160.70 Step 3 Account for Tax Credits 3a Enter theh amount from Step 3 of the employee's Form W4 3b Divide the amount on line 3a by the number of pay periods on line 1b 4,000.00 $ 2,000.00 3c Subtract line 3b from line 2f. If zero or less, enter ) 33333 S 166.67 316.97 S (5.97) Step 4. Figure the final amount to withhold 4a Enter the additional amount to withhold from Step 4c of the employees Form W4 - S 4b. Add lines 3c and 4a. This is the amount to withholding from the employee's wages th| $ 316.97 S Earnings Record Employee Name Lolita L Lovely Number of Dependents (under 17) 2 Payflex Deduction 125.00 Social Security Number 200-06-2005 Marital Status S Address: 1711 NO 52nd Street Omaha, NE 68104 Earnings Monthly Pay Period Deductions Regular Overtime Tota Pay flex 401(k) Taxable Wages | Taxable Wage Soc Sec Medicare Fed Income State Total Net Pay Pay Pay Deduction Deduction for Fed W/H for FICA Tax Tax Tax Income Tax Deductions Pay September 6,000.00 6,000.00 125.00 180.00 5,695.00 5,875.00 364.25 85 .19 316.97 47.55 1, 118.96 4,881.04 3rd Quarter Totals 6,000.00 6,000.00 125.00 180.00 5,695.00 5,875.00 364.25 85.19 316.97 47.55 1,118.96 4,881.04 October November December 4th Quarter Totals Annual Totals 6,000.00 6,000.00 125.00 180.00 5,695.00 5,875.00 364.25 85.19 316.97 47.55 1,118.96 4,881.04 Earnings Record Employee Name Linda A Osborne Number of Dependents (under 17) 0 Payflex Deduction 80.00 Social Security Number 002-06-1908 Marital Status M Hourly Pay Rate $ 25.00 Address: 8554 Arbor ST Omaha, NE 68124 Earnings Deductions Monthly Pay Period Regular Overtime Total Pay flex 401 (k ) Taxable Wages Taxable Wages Soc Sec Medicare Fed Income State Total Pay Pay Pay Net Deduction Deduction for Fed W/H for FICA Tax Tax Tax Income Tax Deductions Pay September 8,000.00 150.00 3, 150.00 80.00 94.50 2,975.50 3,070.00 190.34 44.52 81.75 12.26 503.37 2,646.63 3rd Quarter Totals 3,000.00 150.00 3,150.00 80.00 94.50 2,975.50 3,070.00 190.34 44.52 81.75 12.26 503.37 2,646.63 October November December 4th Quarter Totals Annual Totals 3,000.00 150.00 3,150.00 80.00 94.50 2,975.50 3,070.00 190.34 44.52 81.75 12.26 503.37 2,646.63 Earnings Record Employee Name Kathryn B. Jones Number of Dependents (under 17) Payflex Deduction None Social Security Number 198-46-2558 Marital Status S Hourly Pay Rate $ 22.00 Address: 3016 Dodge St. Omaha, NE 68103 Earnings Deductions Monthly Pay Period Regula Overtime Tota Pay flex 401 (k) Taxable Wages | Taxable Wages Soc Sec Medicare Fed Income State Total Net Pay Pay Pay Deduction Deduction for Fed W/H for FICA Tax Tax Tax Income Tax Deductions Pay September 2,640.00 ,640.00 79.20 2,560.80 2,640.00 163.68 38.28 281.16 2,358.84 3rd Quarter Totals 2,640.00 2,640.00 79.20 2,560.80 2,640.00 163.68 38.28 281.16 2,358.84 October November December 4th Quarter Totals Annual Totals 2,640.00 2,640.00 79.20 2,560.80 2,640.00 163.68 38.28 281.16 2,358.84September Payroll Register Earnings Deductions Employee Regular Overtime Total Pay flex 401(k) Taxable Wages | Taxable Wages Soc Sec Medicare Fed Income State Total Nel Name Pay Pay Pay Deduction Deduction for Fed WIH for FICA Tax Tax Tax Income Tax Deductions Pay Lolita L. Lovely 6,000.00 6,000.00 125.00 180.00 5,695.00 5,875.00 364.25 85.19 316.97 47.55 1,118.95 4,881.05 Linda A. Osbome 3,000.00 150.00 3,150.00 80.00 94.5 2,975.50 3,070.00 190.34 44.52 81.75 12 26 503.37 2,646.63 Kathryn B. Jones 2,640.00 2,640.00 79.20 2.560.80 2,640.00 163.68 38.28 281.16 2,358.84 Totals 11,640.00 150.00 11,790.00 205.00 353.70 11,231.30 11,585.00 718.27 167.98 398.72 59.81 1,903.48 9,886.52 Fantastic, agrees to the earnings records! September Taxable Unemployment Analysis Prior Current Cumulative Earnings Subject to Taxable Taxable Taxable Nebraska Federal Employer's Payroll Taxes Earnings Earnings Earnings Tax Tax Lolita L. Lovely 5.875.00 5,875.00 5,875.00 5,875.00 Social Security Tax 18.27 Linda A. Osborne 3,070.00 3,070.00 3,070.00 3,070.00 Medicare Tax 167.98 Kathryn B. Jones 2.640-00 2,640.00 2,640.00 2,640.00 State Unemployment Tax 625.59 Federal Unemployment Tax 69.51 11 585.00 11,585.00 11,585.00 11,585.00 Total Payroll Tax Expense 1.581.35 NE & Federal Tax Rates 5.4% 0.6% Unemployment Taxes 625.59 69.51941 for 2022: Employer's QUARTERLY Federal Tax Return 950122 Form (Rev. June 2022) Department of the Treasury - Internal Revenue Service OMB No. 1545-0029 Employer identification number (EIN) 4 3 8 8 Report for this Quarter of 2022 Check one.) Name (not your trade name) |Lolita L. Lovely 1: January, February, March Trade name (if any) Lolita's Lovely Locks 2: April, May, June X 3: July, August, September Address 8500 Dodge St. 4: October, November, December Number Street Suite or room number Go to www.irs.gov/Form941 for Omaha NE 68105 instructions and the latest information. City State ZIP code Foreign country name Foreign province/county Foreign postal code Read the separate instructions before you complete Form 941. Type or print within the boxes. Part 1: Answer these questions for this quarter. Number of employees who received wages, tips, or other compensation for the pay period including: June 12 (Quarter 2), Sept. 12 (Quarter 3), or Dec. 12 (Quarter 4) 3 2 Wages, tips, and other compensation 11231 . 30 3 Federal income tax withheld from wages, tips, and other compensation 398 . 72 4 If no wages, tips, and other compensation are subject to social security or Medicare tax Check and go to line 6. Column Column 2 a Taxable social security wages* 11585 ,