Company Tax Profile

The Company Tax Profile page displays tax profile information for the selected payroll company, including tax jurisdictions and SUI rates.

Company header details and SUI rates are managed by R365. To request changes to this information, contact R365 Support. Payroll companies operating in states with a Paid Family and Medical Leave (PFML) program can update PFML contribution settings directly from the Tax Jurisdiction Setup section.

Navigation Steps

Open the Payroll app.
Expand Taxes.
Click Company Tax Profile.

Search

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

Security

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

Payroll
- R365 Payroll
  - Company Tax Profile
    - View Company Tax Profile
    - Edit 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.

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	Company Address	Address for the payroll company used for tax filing: Street Address State Zip Code Date address was confirmed
4	Phone Number	Phone number for the payroll company.
5	Default Supplemental Tax Method	How supplemental wages, such as bonuses, commissions, and overtime, are taxed by default for the payroll company. Options are Flat rate — 22% federal withholding or Aggregated — use employee's current effective rate. Click the edit icon to change this setting. Learn more about Supplemental Wage Tax Configurations.
6	FEIN/FTIN	Tax ID number for the payroll company. This field is blurred by default. Click the eye iconto unblur.
7	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
8	Email Address	Email address for the tax point of contact.

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. Blank for federal tax jurisdictions.
2	Name	Name of the jurisdiction.
3	Tax type	Tax type associated with the jurisdiction.
4	Filing frequency	How often taxes are filed for the jurisdiction. Taxes for all pay runs with pay dates within a single period are filed together. Filing frequencies are tied to the standard calendar week or months, not the fiscal or operational calendar.
5	Account number	Payroll company account number for the jurisdiction.
6	Status	Whether 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. Status is set by R365 — to deactivate a jurisdiction, contact R365 Support.
7	Actions	Edit button for PFML - Employer jurisdictions (tax type ER_FLI). Click to open the Tax Jurisdiction Setup panel for that jurisdiction. When a jurisdiction cannot be edited, the button will be disabled. Only users with the Edit permission can make edits to jurisdictions.

Tax Jurisdiction Setup

The Tax Jurisdiction Setup panel opens when the edit button is clicked on a Paid Family and Medical Leave (PFML) - Employer jurisdiction row (tax type ER_FLI). The panel displays contribution settings for that state's PFML program.

Panel content varies by state. Fields marked as state-specific appear only in that state's jurisdiction panel.

	Field	Description
1	State / program	The state PFML program this jurisdiction covers. Pre-filled and read-only.
2	Number of employees	The employee count used to calculate the PFML contribution split. For Colorado, this reflects the count certified for the current year. For Minnesota, this is calculated automatically by R365.
3	Employer share	The employer's portion of the PFML premium, expressed as a percentage of total contributions. Determined by state program requirements.
4	Employee share	The employee's portion of the PFML premium. Calculated automatically based on the employer share and state program requirements.
5	Employer elected percentage	Colorado only. The percentage of the employee's share the employer elects to cover. For example, entering 5.00 means the employer pays 5% of the employee's share in addition to the standard employer contribution. Defaults to 0.
6	Qualified as a small employer	Minnesota only. Indicates the employer has fewer than 30 employees and qualifies for reduced premiums and grants. Checking this field updates the allowed contribution split. A confirmation dialog appears when this setting is changed — verify the value matches the current rate from the Minnesota Department of Employment and Economic Development (DEED) before saving.
7	Active	Locked indicator showing the jurisdiction is active. Cannot be changed from this panel — to deactivate a jurisdiction, contact your CSM.
8	[Year] employee count *Not pictured*	Colorado only. During setup, the employee count to certify for the upcoming year, collected in Q4. Enter the count submitted to the Colorado tax administration. This count takes effect the following calendar year. If not entered by December 31, the current year's count carries forward.

When settings are saved, a confirmation dialog appears: "You're about to save changes to this jurisdiction's setup. This might change the tax calculations in payment." Click Save changes to confirm or Discard changes to exit without saving.