Automated PrismHR Quarterly Filing Tracking
Before every quarterly tax filing deadline, WebRun opens PrismHR, lists every federal and state payroll tax filing due for the quarter, logs the checklist and confirmation numbers to a Google Sheet as filings complete, and pings your compliance team on Telegram with what is still outstanding.
How do I track quarterly payroll tax filing deadlines across every client?
Before every quarterly tax filing deadline, WebRun lists each federal and state payroll tax filing due in PrismHR, then logs the jurisdiction, due date, and confirmation number to a Google Sheet as filings complete. It pings your compliance team on Telegram with what is still outstanding and flags anything within 5 days of due, so no quarterly filing is missed.
- Every quarterly filing is tracked from due date to confirmation number
- Filings inside 5 days get flagged before they become late
- Compliance teams get a clear all filed confirmation each quarter
Built for PEOs · ASOs · payroll tax compliance teams · HR outsourcing firms
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.prismhr.comin a real browser with your saved login - no setup, no API keys. -
1
PrismHR - list quarterly tax filings due
prismhr.com
WebRun opens PrismHR to list quarterly tax filings due. - Open PrismHR and list every federal and state payroll tax filing due this quarter, including 941 and state unemployment reports
- Capture the jurisdiction, the due date, and the filing status for each
- Note which filings PrismHR shows as already submitted
Done when Every quarterly filing due, with its jurisdiction and status, is listed.
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2
Google Sheets - log the filing checklist
docs.google.com
WebRun opens Google Sheets to log the filing checklist. - Add or update a row for each filing with its jurisdiction, due date, and status
- Record the confirmation number once a filing is marked submitted
- Mark any filing within 5 days of due date as urgent
Done when The quarterly filing checklist is current in the tracker.
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3
Telegram - flag what is still outstanding
telegram.org
WebRun opens Telegram to flag what is still outstanding. - Send your compliance team the count of filings still outstanding and the nearest due date
- List any filing marked urgent by name and jurisdiction
- Send a clear all filed confirmation once every filing shows submitted
Done when Your compliance team knows exactly what is outstanding before the deadline.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it file anything with the tax agency itself?
No. WebRun only reads filing status from PrismHR and tracks it in a Google Sheet. Your compliance team files and submits every return themselves, WebRun just keeps the checklist current.
How does it know a filing was actually submitted?
It reads the filing status recorded in PrismHR each time it checks, so the tracker only marks a filing complete once PrismHR shows it as submitted, not before.
What counts as urgent on the checklist?
Any filing within 5 days of its due date and still not submitted is marked urgent and named directly in the Telegram alert, so it cannot get lost among filings that are not yet due.
Related templates
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