Full Service Payroll: What Patriot Handles
If you’re a Full Service Payroll customer and have completed your tax filing setup Patriot handles your federal, state, and, if applicable, local taxes. This includes deposits and filing taxes at the end of each quarter and year-end.
You can find all of your company tax filings completed by Patriot by going to Reports > Tax Filings > Company Tax Filings.
W-2 Forms
You’ll need to generate W-2s in your software by going to Reports > Payroll Tax Reports > W-2 Forms. For step-by-step guidance, see the help article How to Download and Print W-2 Forms.
Patriot will file W-2s to the SSA
Patriot will file year-end W-2 reconciliation filings to any states or localities that require them.
W-2 Mailing: Patriot does NOT mail W-2s to your employees.
You will need to download and distribute your W-2s to employees, either by printing and distributing them via mail or hand delivery, or electronically by posting in the employee portal, (read Posting Electronic W-2s in Patriot’s Employee Portal for instructions.)
1099 Forms
Patriot file 1099s to the IRS and states that participate in the combined federal state filing.
You will need to file your 1099s for states that don’t participate in the combined filing or those who do participate but still require a paper filing. The software will notify you of these to make you aware.
You’ll need to create 1099s and initiate the filing request.
1099 Mailing: Patriot does NOT mail 1099’s to your contractors.
You’ll need to print 1099s paper 1099s or distribute them to your contractors by posting to the contractor portal.
Basic Payroll Responsibilities at Year-end
If you’re a Basic Payroll customer, you can request Patriot to file your W-2s for you. Otherwise, you’ll need to file your W-2s (and any other year-end tax forms) yourself. For more information, check out the help article Basic Payroll: Filing Your W-3.
W-2 Forms
You’ll need to generate W-2s in your software by going to Reports > Payroll Tax Reports > W-2 Forms. For step-by-step guidance, see the help article How to Download and Print W-2 Forms.
W-2 Mailing: Patriot does NOT mail W-2s to your employees. You will need to download and print your W-2s to employees, or electronically by posting in the employee portal. Please see “Posting Electronic W-2s in Patriot’s Employee Portal” for instructions.
You can request Patriot file your W-2s to the IRS and any state that participates in the combined federal/state tax filing program for a small fee. See our help article, “Basic Payroll: Filing Your W-3,” for more info.
1099 Forms for Contractors
You can request Patriot file your 1099s to the IRS and states that participate in the combined federal state filing electronically for a small fee.
You will need to file your 1099s for states that don’t participate in the combined filing or those who do participate but still require a paper filing. The software will notify you of these to make you aware.
You’ll need to create 1099s and initiate the filing request.
1099 Mailing: Patriot does NOT mail 1099’s to your contractors. You’ll need to print 1099s paper 1099s or distribute them to your contractors by posting to the contractor portal.
Recap of Filing Responsibilities
For 1099 e-filing - Patriot e-files 1099s to the IRS and states that participate in the combined federal state filing program for both Full Service and Basic Payroll. You will still need to initiate the e-filing in the software.
You will need to file your 1099s for states that don’t participate in the combined filing or those who do participate but still require a paper filing (for both Full Service Payroll and Basic Payroll). The software will notify you of these to make you aware.
FAQ
How can I find my confirmation of tax filings?
You can find filing confirmation numbers by navigating to Reports > Payroll Tax Reports > Tax Filings.
How do I know which software I have?
Log in to your software account
Click the “My Products” link found under your company ID number on the top left.
How do I know if I completed my tax filing setup?
If you’ve completed your tax filing setup, Patriot will have started collecting payroll taxes with each payroll you run.
You can view your setup status for full service payroll under “My Products” located beneath your company name and PS Id number.
If your setup isn’t complete, you’ll also see a reminder when you log in, a reminder on the payroll overview page, and again on step 2 of running payroll.