Use Payroll Settings as the base record
Open Payroll Settings.
Complete the federal depositor frequency, employer identity, tax contact details, and the core state setup your company needs.
Payroll and tax
Configure payroll tax setup and reminder rules
Finish the payroll tax profile, add state details, and set reminder rules so filings and deposits do not sneak up on the team.
Start here before you rely on Tax Center for forms, deposits, or reminder emails.
Finish Payroll Settings, add any state-specific details like Arizona UI, then review Tax Reminders.
Quick facts
Start here
- Federal and state filing frequency settings affect reminder timing and form expectations.
- Employer identity details should be complete before you generate payroll tax forms.
- Reminder emails and dashboard cards share the same reminder setup.
- Leave settings live separately at Leave Settings and should still be reviewed as part of payroll setup.
Step 1: Finish the payroll tax profile
Step 2: Add state details where needed
If your state requires extra setup, finish that before you rely on generated forms or deposit suggestions.
For Arizona teams, use Arizona UI for unemployment details and review Leave Settings as part of the full payroll setup.
- Use the state withholding and unemployment account numbers that match the real filing accounts.
- Keep rate and wage-base details current when state rules change.
Step 3: Configure reminder rules
How reminder behavior works
Open reminders stay visible until a manager clears them.
That makes reminders useful as a real work queue instead of a one-time alert.
Set deposit and filing reminders in Tax Center
Open Tax Reminders.
Set the payroll reminder cadence, recipients, and any shared sales-tax reminder rules your team needs.