Just for Employers

Types of audits

We conduct final audits by phone, online, in-person or virtually. In some cases, we can do the audit based on information you’ve already provided so you won't have any additional steps.

What you'll need for your audit

You will need to supply payroll information for your entire policy period. To help you prepare for our audit, see which documents we recommend you have on hand. Our appointment coordinators will also let you know what they need for the audit.

For employees, you’ll need your payroll records and one of the following:

• Employer’s quarterly reports (i.e., Texas Workforce Commission Form C-3 or IRS Federal Form 941)
• Tax returns for unemployment or agricultural employees (i.e., IRS Federal Forms 940 or 943)
• Wage and tax statements (i.e., IRS Federal Form W-2)

If you paid any nonemployees (1099 or non W-2 businesses or workers), you’ll also need either:

• IRS 1099 reports
• Payroll summary reports (e.g., ADP, QuickBooks)
• Profit and loss statement

Upload your documents online

If your audit is conducted by phone, online, in-person or virtually, you can upload your documents online.

For phone, in-person or virtual audits, you can save time by uploading your payroll documents before your scheduled audit by logging in to Texas Mutual Online (TMO). This gives your auditor advanced time to review the documents and will speed up your time spent with your auditor.

You’ll receive an email ahead of your scheduled audit with instructions on how to start uploading your documents. If you’re new to TMO, you can sign up and return to the email you received with instructions to continue uploading your documents. For more information, explore our FAQs on document upload.