Payroll Tax Management

1. TAX TYPES — Defining What Applies

Payroll → Taxes → Tax Types is your library of payroll tax definitions. For each one, you set:

• Category and Jurisdiction — what kind of tax it is and where it applies.
• Calculation Method — Flat Amount or a rate-based calculation.
• Default Rate.
• Whether it's an Employee Withholding (deducted from the employee's pay) or an Employer Liability (an additional cost your business owes, not deducted from the employee).
• Active/Inactive status, so retired tax types stay in history without applying to future payroll runs. Once defined, a tax type is ready to apply automatically wherever it's relevant.

2. TAX MANAGEMENT — Seeing What Each Employee Owes

Payroll → Taxes → Management shows, per employee per pay period: Gross Pay, Income Tax, Insurance, and other Deductions, filterable by Department and Period — an Employee Tax Details view for exactly what was withheld and why, without cross-referencing a stack of pay stubs by hand.

3. TAX SUBMISSIONS — Tracking Every Filing to Done

Payroll → Taxes → Submissions is a filing tracker: each submission has a Label, a Period Start/End, a Due Date, an Amount, and a Status (Pending, Filed, Paid, or Overdue). Add Submission records a new filing obligation, and the status view keeps anything from quietly slipping past its due date — you can see at a glance exactly which filings are overdue right now.

4. PAYROLL SUMMARY REPORT

Payroll → Summary Report rolls up Deductions, Net Pay, and Pay Count per employee across a chosen date range — the management-level view of total payroll cost and withholding for a period, without opening each individual pay run.

5. HOW IT CONNECTS TO THE REST OF THE SYSTEM

• Payroll Suite — tax types defined here are applied automatically during regular payroll runs and payments.
• Chart of Accounts / General Ledger — employer tax liabilities and employee withholdings post through the same guaranteed-balanced posting engine as every other payroll entry.
• Sales Tax Management — a separate, related feature for sales tax (as opposed to payroll tax) — see that guide.

6. WHY IT SCALES FROM SMB TO ENTERPRISE

Quick Reference

  Payroll Tax Types ........................ Payroll > Taxes > Payroll Tax Types
  Employee tax details ..................... Payroll > Taxes > Management
  Filing tracker ........................... Payroll > Taxes > Payroll Tax
                                             Submissions
  Summary report ........................... Payroll > Summary Report