To ensure that Workforce.com is paying your tax payments to the government agencies accurately and on time, it's necessary to enter in your company's information in the tax profiles section. You can find this section by going to Payroll > Payroll Settings > Tax Profiles
What's covered in this guide?
Federal Tax Profile
When you first open the section, the company you are entering the information for will appear as well as the relevant tax jurisdictions. If you have multiple EINs, when you select the 'Tax Profiles' option both EINs will appear and you will have to enter in the relevant information for both.
The first section here will prompt you to enter two fields:
Federal EIN: The 9-digit unique identifier given to you by the IRS. Do not include the dash when entering, just type in the 9 digits. If you don't have an EIN yet, please enter "APPLIED FOR"
Deposit Schedule: The deposit schedule is chosen at the beginning of each year. You can find more out by visiting the official IRS website.
Form 8655
Once you have completed your federal tax profile, you will be prompted to fill out company contact information.
NOTE: This information will appear on all pay stubs. Make sure that you are entering in the phone number and address of the company and not any personal information you would like to remain private.
This information will be used to generate a Form 8655, which, once signed by the person listed as the contact, grants Workforce.com access to pay and file your federal taxes for your business. If you'd like to learn more about the 8655 form, you can visit the official IRS website.
NOTE: Even if Workforce is not paying your taxes, you must complete this section to provide us with official contact information.
In this section you can download the unsigned form, print it out, sign the form and re-upload it in section 2. You can also have your implementation consultant send you a Docusign where you provide an electronic signature and then they can upload the document for you.
State Tax Profile
After completing the federal tax profile, you can go back to the Tax Profiles section and then select your state tax profile. The state tax profile will only appear if you enter in your state in the Tax Jurisdictions section (Payroll -> Payroll Settings -> Tax Jurisdictions).
Each state requires different pieces of information to ensure everything is set up correctly. This information can be found on your state tax website. If you don't have these numbers but you're in the process of getting them, you can enter 'APPLIED FOR' in the account number sections.
If you have any questions on what to enter here, there are links at the bottom of the page that will bring you to your state tax websites or you can reach out to your Workforce.com representative.
NOTE: Just filling out this information does NOT grant Workforce.com access to pay and file your state taxes. There will be additional steps sent to you by your implementation consultant to grant access directly through your state's tax websites.