Service overview
Payroll and sales tax obligations vary by federal, state, and local jurisdiction, filing frequency, and business activity. We maintain the filing calendar, reconcile each jurisdiction, prepare and file required returns within the agreed scope, track related payments, and identify exceptions before they become larger problems.
What is included
- Payroll register-to-general-ledger reconciliation
- Federal, state, and local payroll-tax return preparation and filing by jurisdiction
- Sales-tax return preparation and filing by state and local jurisdiction
- Jurisdiction-specific liability reconciliation and payment tracking
- Taxable, nontaxable, and exempt sales review support
- Monthly, quarterly, annual, and other assigned filing-frequency management
- Payroll tax, benefit, and sales-tax liability review
- Coordination with payroll providers, tax agencies, and tax professionals
Our process
- Map payroll providers, tax accounts, jurisdictions, filing frequencies, and agency access.
- Reconcile payroll and sales activity for each reporting period and jurisdiction.
- Prepare and file the required returns, track payments, and retain filing confirmations.
- Resolve variances and maintain the jurisdiction-by-jurisdiction compliance calendar.
Frequently asked questions
Which jurisdictions can you file in?
The engagement identifies every required federal, state, and local payroll-tax and sales-tax jurisdiction. Filing coverage is confirmed during onboarding based on registrations, agency access, and the agreed scope.
Do you provide legal or tax advice?
We prepare and file returns using the business records, registrations, and tax treatment established for the engagement. Legal or complex tax-position questions should be confirmed with the appropriate licensed adviser.
Can you work with an outside payroll company?
Yes. We can coordinate with an outside payroll provider, reconcile its reports to QuickBooks, file assigned jurisdictional returns, and help resolve posting differences.