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Module · Tax Reporting

Every form. Every quarter. Every state. Without spreadsheets.

Year-end and quarterly filings, generated directly from your payroll data. W-2, 1099-NEC, 1095-C, 941 with Schedule B, state quarterly returns, local occupational taxes — all validated, versioned, and ready to file.

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Forms we generate

If the IRS or a state expects it, it's probably in here.

W-2

Full year-end wage & tax statements. Every box. Multi-state support. EFW2 electronic filing to SSA. Employee distribution (PDF to dashboard, paper when needed).

1099-NEC

Contractor nonemployee compensation. IRIS CSV for IRS electronic filing. $600 threshold awareness with below-threshold tracked for reference.

1095-C

ACA employer coverage forms. Monthly offer-of-coverage codes (1A-1S). Safe harbor codes (2A-2I). AIR XML export. 1094-C transmittal.

Form 941

Quarterly federal return. All five parts. Schedule B for semiweekly depositors. IRS-replica PDF output. Year-versioned templates.

State quarterly returns

Auto-detected from payroll data. Line-by-line editor + PDF.

Local quarterly returns

Municipal and county occupational tax returns. Monthly or quarterly filing frequency supported.

The Tax Reporting workspace

One screen. Every form. Live status.

The workflow sidebar tracks every form across the year — what's set up, what's outstanding, what's already filed. Click any item to land on its review grid, validation status, or filing export. No tabs lost. No work duplicated.

Five-step form workflow

The same pattern works for every form type.

A predictable five-step flow: review, validate, publish, export (electronic filing), and print (for the physical copies employees still need).

  1. 1

    Review

    Every form starts from your payroll data. Review in an AG-Grid with inline edit. Every manual change is tracked with actor, timestamp, before/after, and optional reason.

  2. 2

    Validate

    Built-in validation rules (IRS + SSA compliance, state-specific). Warning-level rules are tunable per org and dismissible with an audit trail; statutory errors always block filing.

  3. 3

    Publish

    Generate PDFs in batches. Distribute to employees via their compensation page (paperless) or print later. Soft-locks the workflow status.

  4. 4

    Export

    Electronic filing files: EFW2 for SSA (W-2), IRIS CSV for IRS (1099-NEC), AIR XML + 1094-C transmittal (ACA). Downloads ready for upload to the relevant portal.

  5. 5

    Print

    Generate printable PDF batches as a ZIP for the employees who still want paper. Mark batches as printed for audit.

Setup once. Alert when it matters.

Multi-jurisdiction setup with tiered deadline alerts.

Configure each filing's E-File / Paper preference and the state and local employer IDs once at the start of the year. Then let the alert system tell you what's at risk — based on both days remaining and how complete the work is.

Ministry-aware

Clergy and ministry cases handled correctly.

W-2 Box 14 housing

Clergy housing allowance reports to Box 14 automatically, excluded from Box 1. Form 4361 certified clergy handled correctly.

403(b) in Box 12

403(b) contributions use Box 12 code E (not D for 401(k)). Roth 403(b) uses BB. We know the difference.

Dual-status clergy

Ministers who are W-2 employees for income tax but self-employed for SE tax — their W-2 reflects the right withholding pattern.

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