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    Company Tax Profile
    • 23 Oct 2024
    • 2 Minutes to read
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    Contents

    Company Tax Profile

    • Updated on 23 Oct 2024
    • 2 Minutes to read
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    Article summary

    This article reviews the Company Tax Profile page within Workforce. Here, users can view tax profile information for the selected payroll company, including tax jurisdictions and SUI rates.

    This page is view-only. For assistance updating any information on this page, please contact R365 Support.

    Navigation

    The Company Tax Profile pages is accessed from the Settings section of the Workforce left navigation menu.

    First, navigate to Workforce.

    In the left navigation menu, click 'Company Tax Profile' under 'Settings' to open the Company Tax Profile page.

    Security

    Users with the following permission will be able to access the Company Tax Profile page:

    • Payroll

      • Workforce Payroll

        • Company Tax Profile

          • View Company Tax Profile


    These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

    Header

    The header for the Company Tax Profile page contains basic information for the payroll company. 

    Field

    Description

    1

    Payroll Company Selector

    Click to select the payroll company that tax profile information is displayed for.

    2

    Company Legal Name

    Legal name of the payroll company as used for tax filing.

    3

    FEIN/FTIN

    Tax ID number for the payroll company.

    This field is blurred by default. Click the eye iconto unblur.

    4

    Company Address

    Address for the payroll company used for tax filing:

    • Street Address

    • State

    • Zip Code

    • Date address was confirmed

    5

    Tax Point of Contact

    Point of contact for the payroll company. This contact information is used by R365 to resolve questions regarding tax setup and filings. 

    • Contact Name

    • Contact Phone Number

    • Contact Email Address

    State Unemployment Rates

    The State Unemployment Rates section displays all SUI rates per year for the payroll company. 

    To update SUI rates, submit a SUI Rate Change request to R365 Support and attach the associated unemployment rate notification from the state to be updated. Typically, each state will send an unemployment rate notification annually. Many states also have these notifications available on their associated state portals. 

    SUI rates will not be changed without a rate notification attached to the request. 

    Column

    Description

    Resident State

    State associated with the SUI rate.

    SUI Rate

    Rate used to calculate state unemployment insurance.

    Start Date

    First date the SUI rate will be used in calculations.

    End Date

    Last date the SUI rate will be used in calculations.

    Jurisdictions

    The 'Jurisdictions' section displays all active and inactive jurisdictions associated with the payroll company. 

    When a pay run is calculated, taxes are calculated for each active jurisdiction associated with an employee in the pay run. Tax jurisdictions are added to this list based on the home addresses and work location addresses of employees who have been onboarded to payroll for the payroll company. Learn more about how jurisdictions are determined here.

    Field

    Description

    1

    State

    State associated with the jurisdiction. If the jurisdiction is associated with a federal tax, the state column is blank.

    2

    Name

    Name of the jurisdiction.

    3

    Tax Type

    Tax type associated with the jurisdiction.

    4

    Filing Frequencies

    The frequency taxes are filed for the jurisdiction.

    Taxes for all pay runs with pay dates within a single period of a jurisdiction's filing frequency will be filed together.

    Filing frequency requirements are determined by each jurisdiction separately. Filing frequencies are tied to the standard calendar week/months, and not associated with the fiscal calendar or operational calendar in R365.

    5

    Account Number

    Payroll company account number for the jurisdiction.

    6

    Active

    Indicates if the jurisdiction is active.

    •   Checkmark - Jurisdiction is active; taxes are calculated, funded, and filed for the juris

    •   X - Jurisdiction is inactive; taxes are not calculated, funded, or filed for the jurisdiction. 

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