Farin Farin
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.

5 min read Updated Mar 18, 2026 Managers and payroll operators configuring tax compliance

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

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 Settings is where the tax center gets the identity, filing, and account data needed for payroll tax work.

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.

Reminder rules control the dashboard cards and emails that keep payroll tax deadlines visible.

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