AM Trust Premium Audit
- Click amtrustfinancial.com
Select Policy holder and use the credentials from Lastpass
Once you begin your audit you'll need to find the gross pay for all employees.
- Login to ADP using the payroll login macro
If you have any issues call the ADP workers comp customer support line:
1-800-524-7024, choose option 2
Generate Report Package
- Go to Report Packages
- Click Workers Compensation Audit
- Uncheck Payroll Summary and Workers Comp Pay by Pay Premium Report
- Select Date Range under Time Period
- Enter in Date range on Policy
First you'll generate a report
Gross Income for Owners
This can be found in the payroll summary report. Click Command + F and search for each owners last name.
Payroll Information: All other employees (non-officers or owners)
You will have to add up each
Verification
- Paste EIN from lastpass
You will need to find the 941 filings for all quarters in the report package downloaded at the beginning.
- Paste the gross payroll from line 2 into the correct Quarter. If they have the incorrect quarter, rename the quarter so its correct. In previous audits even though our policy started in Q2 2023, they asked for Q1 2023 which made the difference inaccurate.
- Input quarterly data from form 941 line 5C
Subcontractor
Someone or a company who did a job for you who is not your employee. Could be paid by 1099 or cash.
- Submit once completed
Summary
Click Download Report, save it here.
Rename the file WC-(YEAR)
https://drive.google.com/drive/folders/1seO7VeX8gnNRHT9pAAudH5z5qrm9qBsF?usp=drive_link