Payroll Tax Filings

What this service is

End-to-end payroll tax compliance—registrations, deposit schedules, quarterly/annual returns, amendments, and notice handling—so your payroll taxes are filed accurately and on time in every jurisdiction where you have employees.

Who it’s for

Employers that want clean, predictable payroll tax compliance without building internal tax ops—whether you run payroll on Gusto/ADP/Paychex or keep a PEO.

What we do

• Account setup & registrations: FEIN validation, EFTPS enrollment, state withholding and SUTA accounts, local/city tax IDs where required.

• Deposit management: compute and schedule federal and state deposits per your frequency (monthly/semi-weekly/next-day), confirm postings.

• Quarterly returns: prepare and file Form 941, state withholding returns, and state unemployment (e.g., TX TWC); reconcile to payroll registers.

• Annual returns: Form 940 (FUTA) and state annuals; W-3 tie-out to W-2 totals.

• Local taxes (where applicable): city/school district/PSD filings and deposits.

• Reconciliations: wage/tax tie-outs (gross→taxable→tax), GL mapping by class/location/department.

• Amendments & corrections: 941-X/940-X, state adjustments, prior-period cleanups.

• Notices: respond to federal/state/local notices; track resolution.

Service modes (we fit your stack)

• We file through your platform (Gusto/ADP, etc.) as your reporting agent.

• We file directly (where appropriate) using agency portals and your authorizations.

• PEO coordination: confirm deposits/filings, obtain W-2/W-3, tie GL, and handle notices.

Package notes (what scales up at higher tiers)

• Multi-state footprints, locals, and job-site jurisdictions.

• ACA (1095-C/1094-C) for ALEs, and state employer health reporting where required.

• Complex pay types (tips, taxable fringe, mobility/remote workers).

• Faster SLAs for notice response and quarter/YE tie-outs.

Summary: Lower tiers cover core deposits and 941/940 + home-state filings; higher-tier packages add multi-state/locals, ACA, complex pay types, and tighter SLAs.

What you receive

• Filing calendar (deposit and return due dates)

• Filed returns (PDF) and e-file acknowledgements + deposit confirmations

• Quarter/Year-end reconciliation package (registers→returns→GL)

• Notice log with status and outcomes

What we need from you

• Payroll platform access or exports (pay registers, tax liability reports)

• Prior-year returns and any open notices

• List of work locations/remote employees (multi-state)

• Company bank account authorized for tax payments (if not through platform)

Timeline & cadence

• Quarterly: 941 + state/locals; tie-out to registers and GL

• Annual: 940, state annuals, W-3/W-2 tie-out (W-2 issuance typically handled by payroll platform; we reconcile and resolve exceptions)

• Ongoing: deposit scheduling and confirmation per frequency

Pricing drivers

Employee count, pay frequency, number of states/locals, platform (Gusto/ADP/PEO), notice volume, complexity (tips/fringe/mobility), and amendment workload.

Quality & security

Standardized workpapers, versioned tie-outs, least-privilege access to payroll systems and tax portals, MFA enforced, and WISP-aligned retention. We never request unnecessary sensitive data.

Popular add-ons

• Payroll (processing) service and GL journalization

• Multi-state nexus assessment for payroll taxes and registrations

• Reasonable comp analysis for S-corp owners (with your CPA/tax plan)

• ACA reporting (1095-C) and affordability testing

• Year-end checkup (W-2 preview and error sweep before filing)

Note: We coordinate closely with your payroll platform to ensure deposits and filings are aligned with actual pay activity and agency receipts.