Exclude Internal Employees from SBEA Reporting

Your organization can exclude clients from SBEA reporting. For example, a PEO can exclude its own internal (or "corporate") employees.

Employees of excluded clients will not appear in any client federal entity register. Note that, on the MasterTax files, employee data for internal clients displays as employer data and also displays on line 13 of Form 941 Schedule R.

To specify the clients to exclude: 

1. Open System Parameters from the Back Office menu under System|Change.
2. Open the Actions menu and then select Miscellaneous Parameters. The Miscellaneous Global Parameters form opens.
3. Enter the Internal Client ID for each client used for internal employees.
4. Click Accept.
5. Click Save at the bottom of the main System Parameters form.

Miscellaneous Global Parameters form, with the Internal Client IDs grid highlighted. An internal client ID is listed in the grid.