--- title: "Company Tax Profile" slug: "workforce-settings-company-tax-profile" description: "Company Tax Profile — view-only page for legal name, FEIN, address, SUI rates by year, and active tax jurisdictions for a payroll company." updated: 2026-09-02T23:29:41Z published: 2026-09-03T06:30:00Z canonical: "docs.restaurant365.com/workforce-settings-company-tax-profile" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Company Tax Profile The Company Tax Profile page displays tax profile information for the selected [payroll company](/doc/docs/workforce-setup-payroll-companies-and-payroll-clearing-settings), 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](https://help.restaurant365.net/en/support/tickets/new). 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RB7IQ4QG.png?sv=2026-02-06&spr=https&st=2026-11-01T02%3A41%3A31Z&se=2026-11-01T03%3A41%3A31Z&sr=c&sp=r&sig=ITv0f%2FgcMfrnaH6QW2ZX0SuBT1IJjPY6LVPUIXnYlf4%3D) --- ## Navigation ****Navigation Steps**** 1. Open the **Payroll** app. 2. Expand **Taxes**. 3. Click **Company Tax Profile.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8BKEZP6J.png?sv=2026-02-06&spr=https&st=2026-11-01T02%3A41%3A31Z&se=2026-11-01T03%3A41%3A31Z&sr=c&sp=r&sig=ITv0f%2FgcMfrnaH6QW2ZX0SuBT1IJjPY6LVPUIXnYlf4%3D) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-01T02%3A41%3A31Z&se=2026-11-01T03%3A41%3A31Z&sr=c&sp=r&sig=ITv0f%2FgcMfrnaH6QW2ZX0SuBT1IJjPY6LVPUIXnYlf4%3D) --- ## 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](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ## Header The header for the Company Tax Profile page contains basic information for the payroll company. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FVXENUDA.png?sv=2026-02-06&spr=https&st=2026-11-01T02%3A41%3A31Z&se=2026-11-01T03%3A41%3A31Z&sr=c&sp=r&sig=ITv0f%2FgcMfrnaH6QW2ZX0SuBT1IJjPY6LVPUIXnYlf4%3D) | | **Field** | **Description** | | --- | --- | --- | | **1** | Payroll Company Selector | Click to select the [payroll company](/doc/docs/workforce-setup-payroll-companies-and-payroll-clearing-settings) 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](/doc/docs/supplemental-wage-tax-configuration). | | **6** | FEIN/FTIN | Tax ID number for the payroll company. This field is blurred by default. Click the eye icon![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/e010b544-98fb-4bec-9b84-c59677a1619f.png?sv=2026-02-06&spr=https&st=2026-11-01T02%3A41%3A31Z&se=2026-11-01T03%3A41%3A31Z&sr=c&sp=r&sig=ITv0f%2FgcMfrnaH6QW2ZX0SuBT1IJjPY6LVPUIXnYlf4%3D)to 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. > [!WARNING] > SUI rates will **not** be changed without a rate notification attached to the request. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-23VZ91QG.png?sv=2026-02-06&spr=https&st=2026-11-01T02%3A41%3A31Z&se=2026-11-01T03%3A41%3A31Z&sr=c&sp=r&sig=ITv0f%2FgcMfrnaH6QW2ZX0SuBT1IJjPY6LVPUIXnYlf4%3D) | **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](/doc/docs/workforce-tax-filing-setup). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-T21GT14H.png?sv=2026-02-06&spr=https&st=2026-11-01T02%3A41%3A31Z&se=2026-11-01T03%3A41%3A31Z&sr=c&sp=r&sig=ITv0f%2FgcMfrnaH6QW2ZX0SuBT1IJjPY6LVPUIXnYlf4%3D) | | **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. - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/072faa2e-7541-41ec-a544-5ce4eb765eca.png?sv=2026-02-06&spr=https&st=2026-11-01T02%3A41%3A31Z&se=2026-11-01T03%3A41%3A31Z&sr=c&sp=r&sig=ITv0f%2FgcMfrnaH6QW2ZX0SuBT1IJjPY6LVPUIXnYlf4%3D) Checkmark - Jurisdiction is active; taxes **are** calculated, funded, and filed for the juris - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/12de5f08-94e1-4c42-8d6b-cffef3c62639.png?sv=2026-02-06&spr=https&st=2026-11-01T02%3A41%3A31Z&se=2026-11-01T03%3A41%3A31Z&sr=c&sp=r&sig=ITv0f%2FgcMfrnaH6QW2ZX0SuBT1IJjPY6LVPUIXnYlf4%3D) 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4A0WLBTW.png?sv=2026-02-06&spr=https&st=2026-11-01T02%3A41%3A31Z&se=2026-11-01T03%3A41%3A31Z&sr=c&sp=r&sig=ITv0f%2FgcMfrnaH6QW2ZX0SuBT1IJjPY6LVPUIXnYlf4%3D) | | **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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-SL12KAU6.png?sv=2026-02-06&spr=https&st=2026-11-01T02%3A41%3A31Z&se=2026-11-01T03%3A41%3A31Z&sr=c&sp=r&sig=ITv0f%2FgcMfrnaH6QW2ZX0SuBT1IJjPY6LVPUIXnYlf4%3D) | | **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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-S3X0X2V7.png?sv=2026-02-06&spr=https&st=2026-11-01T02%3A41%3A31Z&se=2026-11-01T03%3A41%3A31Z&sr=c&sp=r&sig=ITv0f%2FgcMfrnaH6QW2ZX0SuBT1IJjPY6LVPUIXnYlf4%3D) | > [!NOTE] > 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. A scheduled process in payroll systems to calculate and distribute employee payments for a specific period.