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Tax & Filing

The rates in force, the forms to file, and the engines that can do either.

In HRMS → Payroll · 6 screens

ScreenKindWhat it is ColumnsFieldsActions
Statutory Forms Workspace W-2, 1099, 941 and the rest — computed from the payroll data and editable box by box, with every change kept beside the figure it replaced. 0 0 0
Tax & Payroll Engines Workspace BSI, Vertex, Symmetry and Avalara for tax; ADP, Paychex, UKG, Workday and Gusto for the whole payroll. Real calls, real credentials, sealed at rest. 0 0 0
Tax Constants List The rates and wage bases in force for a year. Held as data because they change every year — check them against the current Publication 15-T. 9 12 0
Withholding Tables List The percentage-method brackets. "Multiple jobs" is the standard table with every threshold halved, which is what step 2(c) of the W-4 selects. 8 9 0
State Rates List A state with no flat rate taxes on its own graduated scale — the engine refuses rather than approximating, and asks for a table or an engine. 9 10 0
Engine Exchanges List Every exchange with an outside tax or payroll engine. When a provider and the ledger disagree six months later, this is what settles it. 12 0 0

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