Washington Paid Family and Medical Leave quarterly tax report

The Quarterly Washington Family & Leave Tax Report lets you validate Washington Paid Family and Medical Leave (WA FLI) data before quarterly returns are filed: who is covered, employee and employer premium amounts, and the wages and hours reported.

What the report is for

Use the Quarterly Washington Family & Leave Tax Report to review and validate tax information if you have employees who work in Washington state, and for whom the Washington Paid Family and Medical Leave (WA FLI) tax returns must be filed on a quarterly basis. Use the report to verify data such as:

• Which employees are entitled to the WA FLI insurance.
• What the WA FLI insurance costs are for the employer and for the employee.
• What information about Gross Subject Wages and hours will be filed for the employee for taxation.

The report displays separate records about the employee and the employer with information about the due taxes for a person. The report has data for a person if at least one of these parties must pay a premium for the Washington Paid Family and Medical Leave tax.

Note: The Quarterly Washington Family & Leave Report displays information based on the check dates that fall within the calendar quarter.

Columns in the report

About the UBI number: UBI is the Employer Unified Business Identifier (UBI) number of your company — the number of the employer for which the report includes tax and wage information. Tax Agency ID is the term that corresponds to UBI in CoAd.

Filing your WA FLI returns

If you utilize tax filing services, WA FLI information for tax filing is sent automatically with the Quarterly (RTS) file, and the quarterly tax returns are filed for you. If you do not utilize these services, you can use the report to file your WA FLI tax returns on your own.

Report formats

You can export the report in any of the following formats: HTML, PDF, XLSX, and CSV.

Report parameters

1. Select Company. The only option is the company from which you are accessing the report. If you want to run the report for a child company, you must run the report from the child company. Only Master Administrators can run the report for more than one company.
2. Pay Unit. You can select one or more pay units whose data you want the report to include.
3. As of Year. You must select the year that includes the quarter.
4. Quarter. You can generate the report for one quarter only. This enables you to validate the information that the Quarterly (RTS) file will include. You can run the report again if you want to review data for other quarters or make quarter comparisons.

Who can run the report

Users with the following roles can access this report:

• Master Administrator
• Customer Administrator
• Company Administrator
• Payroll Administrator
• Payroll Administrator scoped by pay unit
• Payroll Manager
• Payroll Manager scoped by pay unit
• Pay Master
• Pay Master scoped by pay unit
• Finance Administrator

Frequently asked questions

What is the Quarterly Washington Family & Leave Tax Report for?

Use it to review and validate tax information if you have employees who work in Washington state and must file Washington Paid Family and Medical Leave (WA FLI) tax returns quarterly. It shows which employees are entitled to WA FLI insurance, what the insurance costs are for the employer and the employee, and what Gross Subject Wages and hours will be filed for the employee for taxation.

Which payrolls does the report include?

The Quarterly Washington Family & Leave Report displays information based on the check dates that fall within the calendar quarter. You can generate the report for one quarter only, and run it again if you want to review other quarters or make quarter comparisons.

Do I still need the report if my WA FLI returns are filed for me?

If you utilize tax filing services, WA FLI information for tax filing is sent automatically with the Quarterly (RTS) file and the quarterly tax returns are filed for you. If you do not utilize these services, you can use the report to file your WA FLI tax returns on your own.

What is the Tax Agency ID/UBI number shown on the report?

UBI is the Employer Unified Business Identifier number of your company, and Tax Agency ID is the term that corresponds to UBI in CoAd. The field displays the identifier configured on the Company Tax Agency Identifier page for the employee's pay unit — the Washington Family Leave Insurance tax ID for employee records, and the Washington Employer Family Leave Insurance tax ID for employer records.

Where do the Hours Worked for Quarter figures come from?

Only the records for employees display values in that column, and it shows the hours that are logged for the employee for payroll. If there are no hours available for payroll, the report uses the scheduled hours for the employee's position.