Let Procare guide you through the end of year tax preparation and setup with helpful articles, FAQs and videos.
Federal Yes. The Procare W2 software is compatible with federal e-filing requirements. You’ll export a file from Procare and import it to the Social Security Administration (SSA) website.
How do I calculate beginning balances for the New Year?
To calculate beginning balances for the Expenses & Ledger module see: Calculate Balances for New Year.
Does Procare update FUTA or SUTA (unemployment taxes)?
No. Those changes should be made manually by going to Configuration > System > Regions and Schools.
- Federal Unemployment (FUTA)
- State Unemployment (SUTA)
How can I tell if I have the most current tax tables?
In the Payroll Formulas screen, choose either the Federal or State category (top left). Locate the formula on the right side of the screen. You’ll see a Start Date which indicates when that table was last updated. Mid-year changes will show a date after January 1st.
How do I print or email End-of-Year Statements to all my families?
There are two groups of families to whom you’ll want to send end-of-year statements: “visible” families with currently enrolled children, and “hidden” families whose children were enrolled at some point during the year, but no longer attend. More recent versions of Procare make this simpler, so you can catch both groups at once, while for older versions it’s better to print or email each group separately.
Can I show a housing allowance on W2s?
Yes. You may wish the housing allowance to appear in a specific box on the W2, for example the box for “other”. If you are using Procare W2 / 1099 Software you can manually edit W2s for that person as needed. Contact your tax adviser or the IRS to determine how the information should be reported.
How do I set up Vendor Tracking for 1099s?
If you have vendors for whom you are required to issue form 1099, you’ll want to create tracking items for each 1099 category including: Rent, Other Income, and Non-Employee Compensation.
When are changes to tax tables available in Procare?
New tax table formulas are typically available for download sometime during the first week of January. If you have previously installed tax tables for another year a password will be required.
How do I order Tax Tables for the New Year?
Place your order for new tax table formulas at the Procare Online Store.
Electronic Filing: Does Procare allow me to e-file W2s?
Federal e-file Yes. The Procare W2 software is compatible with federal e-filing requirements. You’ll export a file from Procare and import it to the Social Security Administration (SSA) website.
How do I print W2s separately for each location?
If each of your locations in Procare has a separate tax id number (TIN) you’ll need to move them to separate Regions in Procare (at least temporarily) in order to print separate W2s and the summary W3.