Tax & Filing
The rates in force, the forms to file, and the engines that can do either.
13 steps · 10 questions · 10 screens on this shelf
The screens on this shelf
Workspace
Statutory Forms
The statutory payroll forms of the company’s country, and where each one is prepared.
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Workspace
Tax & Payroll Engines
Outside providers that calculate the tax or run the whole payroll. Real calls, real credentials, sealed at rest.
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Records
Tax Constants
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.
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Records
Withholding Tables
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.
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Records
State Rates
How each state withholds: no tax, a flat rate, its graduated scale (State Brackets) or California’s DE 44. The note says which year each figure is from — check it against the state’s employer guide before a live run.
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Records
State Brackets
The graduated scales the state methods read. Only From and Rate matter to the calculation; a state with no married table withholds married filers on its single one.
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Records
State Programs
What employees pay into in the state they work in: disability, family and paid leave, long-term care, employee unemployment — each with its own wage base, and each a line on the payslip and an entry in W-2 box 14.
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Records
Local Tax Jurisdictions
Cities, counties, school districts, PA political subdivisions and transit districts, with their resident and non-resident rates and the rule that decides between them.
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Records
Local Brackets
A locality’s graduated resident scale — New York City’s, chiefly.
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Records
Engine Exchanges
Every exchange with an outside tax or payroll engine. When a provider and the ledger disagree six months later, this is what settles it.
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