Payroll Tax Registrations
One per obligation, not one per authority: an income-tax withholding account and an unemployment account with the same state are different registrations with different numbers, different rates and different due dates.
Where to find it
- Module: HRMS
- Group: Compliance
- Section: Payroll Tax
- Screen: Payroll Tax Registrations
Address in the console: /hrms/payroll-tax-registrations
List · 18 columns · 29 fields on its form · 5 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Code | Code | code |
| Name | Text | name |
| Country | Status | country |
| Level | Status | level |
| Region | Code | region_code |
| Obligation | Status | obligation_kind |
| Authority | Text | authority_name |
| Number | Code | registration_no |
| Employer % | Number | employer_rate_pct |
| Employee % | Number | employee_rate_pct |
| Wage base | Amount | wage_base_cap |
| Deposits | Status | deposit_frequency |
| Returns | Status | return_frequency |
| Next due | Date | next_due |
| Late | Number | obligations_late |
| Undeposited | Amount | unpaid_liability |
| Penalties | Amount | penalties_this_year |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Local name | Text | ||
| Country required | Text | ||
| Level required | Choice | Configuration list | |
| Region or state code | Text | ||
| Obligation required | Choice | Configuration list | |
| Authority | Text | ||
| Authority code | Text | ||
| Registration number | Text | ||
| Employer rate (%) | Number | ||
| Employee rate (%) | Number | ||
| Wage base cap | Number | Per employee per year. It does not reset when somebody changes company inside a group unless there was a statutory merger. | |
| Cap applies per | Choice | pay_period, month, quarter, year | |
| Deposits | Choice | Configuration list | |
| Deposit due (days after period end) | Number | ||
| Returns | Choice | Configuration list | |
| Return due (days after period end) | Number | ||
| Return form | Text | ||
| Annual form | Text | ||
| Schedule set by a lookback | Yes or no | How the United States decides it, and the rule most often got wrong after a company grows. | |
| Lookback threshold | Number | ||
| Portal | Text | ||
| Filed by | Choice | portal, api, file_upload, bank, paper, agent | |
| From | Date | ||
| To | Date | ||
| Status | Choice | pending, active, suspended, closed | |
| Notes | Long text | ||
| Active | Yes or no |
What you can do here
Generate the calendar
Create the deposit and return obligations for the year ahead
Asks for: How many months ahead
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.