Navigating the Taxes Tab in 7shifts Payroll

Accounts using 7shifts Payroll can use the Taxes tab to manage and review all payroll-related tax filings, payments, and year-end forms in one place.

This article gives you a quick tour of each section so you can manage your tax responsibilities.

Access Account Tax Information

1. Log into the web app as an Admin.
2. In the left navigation bar, head to Payroll.
3. Select the Taxes tab.
4. Select your business (if applicable) from the dropdown at the top of the page.

You'll see three main sections on this page:

• Year End
• Tax Forms
• Tax Payments

Year-End

In the Year-End section, you can manage your employee's and contractor's year-end documents, such as W-2 or 1099 forms.

Employees (W-2): This displays the total number of regular W-2 employees.  

Contractors (1099): This displays the total number of Contractor employees.  

Tax Forms

The Tax Forms section lists all your company's filed payroll tax forms. If you see “No tax forms found,” it simply means that filings haven’t yet been completed for the selected period. This includes an overview of: 

• The specific tax form (e.g., 941, 940)
• The jurisdiction (federal, state, local) to which the form is submitted
• The tax period for which the form is filed
• The date the form was filed
• The option to download and save this to your local device

Here's what each tax form typically communicates:

Tax Payments

In the Payments section, you can view all tax payments and their funding/deposit status. Review the payments to stay updated on the status of your tax payments, and ensure sufficient funds are available in your account. This includes an overview of: 

• The payroll period for which the tax payment is associated, and the cycle type
• The date when the payroll was processed
• The type of tax being paid
• The total amount of the tax payment
• The due date for the tax payment
• Whether the funds for the payment have been processed
• Whether the tax payment has been deposited with the tax authority