Tax & Filing

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

13 steps · 10 questions · 6 screens on this shelf

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The screens on this shelf

• Statutory Forms W-2, 1099, 941 and the rest — computed from the payroll data and editable box by box, with every change kept b
• Tax & Payroll Engines BSI, Vertex, Symmetry and Avalara for tax; ADP, Paychex, UKG, Workday and Gusto for the whole payroll. Real ca
• Tax Constants The rates and wage bases in force for a year. Held as data because they change every year — check them against
• Withholding Tables The percentage-method brackets. "Multiple jobs" is the standard table with every threshold halved, which is wh
• State Rates A state with no flat rate taxes on its own graduated scale — the engine refuses rather than approximating, and
• Engine Exchanges Every exchange with an outside tax or payroll engine. When a provider and the ledger disagree six months later

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