Tax Services

Leave it to the experts.

We know an all-encompassing payroll solution would not be complete without tax filing services. Paylocity is a Registered Reporting Agent with the IRS in all 50 states, Puerto Rico, the Virgin Islands, and Guam. With Paylocity, you can trust your tax filings will be done correctly and on time and remove the burden of liability on you.

Your private information is secure and in the hands of experts with a company that:

  • Electronically files verified (within 24 hours) federal returns & assumes all liability, penalty, or interest charge as a result of a Paylocity error
  • Reconciles all funds daily for each client by tax code & allows you to see company & employee-level tax setup in real-time through Web Pay
  • Resolves tax notices on your behalf, without changes to your address with taxing authorities & allows clients to track all federal & state deposits made on your behalf
  • Participates in the IRS Reporting Agent Forum (RAF) Stakeholder Group, undergoes annual financial statement & control audits (without exceptions), & deposits in excess of $20B in client tax funds annually
Tax Filing Services

Hassle-free tax returns.

To ensure your tax returns are free from errors, we implement check-editing capabilities during payroll processing. An automated notification alerts you of any potential data-validity issues. Also, we electronically balance our tax accounts daily, guaranteeing the appropriate taxing body receives your deposits in a timely manner.

With Paylocity Tax Services, our tax experts will:

  • Prepare and file 940 federal unemployment returns and 941 quarterly returns with the IRS
  • Prepare and file federal and state unemployment tax returns
  • Prepare and file state and local withholding tax returns
  • Provide and file 1099M forms (employee and employer copies)
  • Prepare all W-2s and file with the Social Security Administration
  • Provide 1095-C and file 1094-C forms with the IRS
  • Prepare and file state and local annual tax reconciliation
  • Plus, generate quarterly and year-end reporting with helpful dashboards to visualize year-end tasks
Other Payroll Features

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