Available on: Full Service Payroll only
This article covers the Tax Service Setup step in Patriot's payroll setup wizard. Full Service Payroll (Patriot's plan where Patriot collects, deposits, and files your payroll taxes on your behalf) requires this step before Patriot can begin managing your taxes. You'll provide the information Patriot needs and select the date you want Patriot to take over tax handling.
Video Walkthrough
Before You Begin
Complete the payroll history entry step in the wizard before starting Tax Service Setup. Tax Service Setup is the next step after payroll history.
What You'll Do in Tax Service Setup
During this step, you will:
Enter the information Patriot needs to collect and remit your payroll taxes
Fill out IRS form 8655
Fill out any third party access permissions
Enter your deposit frequency
Select the date you want Patriot to begin handling your payroll tax deposits and filings
Once you submit this step, Patriot will manage all payroll tax obligations on your behalf starting on the date you select.