View Tax Forms and Payments

Accounts using 7shifts Payroll can use the Taxes tab to manage and review your company's quarterly/year-end documents and tax filings.

This article will walk you through the Taxes tab in your Account so you can manage your tax responsibilities.


Prerequisites

⚠️ The Taxes tab is only available for accounts using 7shifts Payroll.


Access Account Tax Information

  1. Log into the web app as an Admin.

  2. In the left navigation bar, head to Payroll > Taxes.

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Year-End

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

W-2 Employees: This displays the total number of W-2 employees. For example, "5 Employees" indicates that there are 5 employees for whom you need to manage year-end tax documents. 


Tax Filings

The Tax Filings section is divided into two tabs: Forms and Payments.

Forms

In this tab, you can view and manage all your company tax forms. 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

Payments

In the Payments tab, 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


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