Form Wr Oregon – Fill Out and Use This PDF

The Form WR, Oregon Annual Withholding Tax Reconciliation Report, is a vital document that all Oregon employers who pay state withholding tax are required to file annually. It meticulously reconciles the total Oregon tax reported quarterly on the 2008 OQ forms with the total tax shown on employees' W-2s or 1099s, ensuring that employers have either paid the correct amount of state withholding tax or identifies any discrepancy to be addressed. To maintain compliance and avoid potential penalties, employers must submit this form by the due February 28, 2009. Ensure your business meets its tax obligations by clicking the button below to start filling out your Form WR.

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Form Wr Oregon PDF Details

The meticulous process of annual tax reconciliation for Oregon businesses finds its conduit in the 2008 Oregon Annual Withholding Tax Reconciliation Report, better known as Form WR, presenting a deadline of February 28, 2009. This essential form serves as a critical bridge, ensuring that the tax withheld from employees throughout the year aligns accurately with the state's records. Businesses are entrusted with the responsibility of compiling their withholdings across all four quarters using 2008 OQ forms, juxtaposing the total Oregon tax reported against the figures derived from employees’ W-2s or 1099R forms. By synthesizing this data, discrepancies are revealed—signifying either an overpayment, highlighted by a surplus in withholding, or an underpayment, when the tax owed surpasses the amount held back from employees. It is these intricacies that demand thoroughness in reconciliation, instructing employers on how to proceed based on the outcome; whether it's settling an owed amount, requesting a refund for overpayment, or adjusting their account to reflect an accurate balance. This document not only emphasizes compliance but is undergirded by the potential imposition of penalties for failure to file, underscoring its significance in the broader schema of state tax administration. With comprehensive instructions backing the form, from filling out basic company information to detailing the reconciliation process, Oregon’s Department of Revenue lays out a clear path for employers to follow, ensuring that both state and businesses move forward with a mutual understanding of tax obligations fulfilled.

Question	Answer
Form Name	Form Wr Oregon
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	1099R, OREGON, 2008, FEIN

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FORM	OREGON ANNUAL WITHHOLDING TAX	2008
WR	OREGON ANNUAL WITHHOLDING TAX	2008
	RECONCILIATION REPORT

Return Due Date: February 28, 2009

Department Use Only

Date Received

Business Name

Business Identification Number (BIN)

Federal Employer Identification Number (FEIN)

Number of W-2s

•Please read the instructions on the back of this report.

•Do not send W-2s and 1099s. The Oregon Department of Revenue may request certain employers to file W-2 or

1099 forms at a later date to reconcile their account.

Use your 2008 OQ forms. See the instructions on the back.

Tax Reported

1.	1st Quarter	1
2.	2nd Quarter	2
3.	3rd Quarter	3
4.	4th Quarter	4
5.	Total	5

6. Total Oregon tax shown on W-2s or 1099s*

7. Enter the difference between box 5 and box 6

—If box 6 is larger than box 5, you owe tax. Pay the amount in box 7. Include a payment coupon (Form OTC) with your check.

—If box 6 is smaller than box 5, you may have a credit for the amount in box 7. If the amount in box 7 is -0-, your withholding account balances.

Explanation of difference ____________________________________________________________________________________

___________________________________________________________________________________________________________

*Include the amount of tax on your 1099s unless they have a separate account.

I certify that this report is true and correct and is iled under penalty of false swearing.

Signature

Date

X
Print name	Title	Telephone Number

( )

Important: Mail Form WR separately from your 4th quarter Form OQ.

Mail Form WR to: Oregon Department of Revenue

PO Box 14260

Salem OR 97309-5060

150-206-012 (Rev. 12-07) Web

Please read the instructions on the back ➔

INSTRUCTIONS FOR FORM WR

Filing requirements

All Oregon employers who pay state withholding tax must file Form WR, Oregon Annual Withholding Tax Reconciliation Report. The 2008 form is due February 28, 2009. If you stop doing business during 2008 or no longer have employees, Form WR is due 45 days after your final payroll.

To amend data on Form WR, make a copy of the orig- inal Form WR and make the necessary changes on the copy. Write “Amended” at the top of the form. Attach any necessary amended OQ forms to the amended Form WR. Send your amended forms to the address shown below.

Oregon employers who fail to file Form WR may be charged a penalty of $100.

How to fill out Form WR

Write your business name and Oregon business iden- tification number (BIN) in the spaces shown. If you received a personalized booklet, your name and busi- ness identification number will be filled in. Follow the instructions below for each line number.

Line 1 through Line 4. Fill in the total Oregon tax re- ported for each quarter (use the amount from box 5B of your 2008 OQ forms).

Line 5. Total. Total amount from all quarters reported.

Line 6. Enter the total Oregon tax withheld from your employees’ W-2s or 1099R forms.

Line 7. Enter the difference between line 5 (total tax paid) and line 6 (total tax shown from W-2s or 1099Rs).

If line 6 is larger than line 5, you owe additional tax (shown on line 7). If line 6 is smaller than line 5, you have overpaid your tax and have a credit. If the amount on line 7 is zero, your state withholding account balances.

Please give an explanation of the difference on the lines provided.

If you have overpaid, the credit may be applied to a future quarter. The credit may not be used for another tax program. If you want the credit refunded, send a written request, or you may use the explanation lines to request your refund.

If you owe tax, please include a payment. Do not staple or tape your payment to Form WR. Be sure to remove and retain any check stubs.

Sign and date your completed Form WR. Print your name and telephone number. Mail Form WR to:

Oregon Department of Revenue

PO Box 14260

Salem OR 97309-5060

— IMPORTANT —

Mail your Form WR separately from your 2008 4th quarter Form OQ.

Make a copy for your records.

150-206-012 (Rev. 12-07) Web

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