Payroll Tax Filing Service - TaxBeGone FAQs

Q: How are quarter- and year-end forms (940, 941, W-2, W-3) handled?
A: As a TaxBeGone™ client, Patriot Software will submit your 940, 941,W-2 and W-3 data to the proper tax agencies each quarter-end and at year-end. Just print out the W-2 forms to hand out to your employees. We'll give you detailed info on where to buy blank W-2 forms and print them out using your printer.

Please note: if you’re NOT a TaxBeGone client, we'll still give you access to the form data, but we won’t submit any information on your behalf.

Q: When are my tax liabilities deposited?
A: Each tax agency may have its own deposit frequency. Based on the tax jurisdiction and deposit frequency you select, TaxBeGone will file (“report”) your tax liabilities at the correct time. During set-up, you’ll indicate the frequency of tax deposits for each tax or tax group. Enter this frequency in the Tax Setting under the “Settings” tab of Patriot PAY™.

Q: When are my tax returns filed?
A: Each tax agency has its own rules about when tax returns should be filed. TaxBeGone knows the timing and format at which your specific tax agencies require filings.

Q: How does TaxBeGone know when to file my returns?
A: We use the deposit frequency and general filing rules that tax agencies have set up to properly file your returns.

Q: Do tax liability deposits that come out of my account go straight to the tax agencies?
A: No. When you accept a payroll, we’ll collect the tax liabilities then and hold them in escrow so they’ll be available when TaxBeGone needs to deposit taxes on your behalf. In this way, you can better manage your cash flow, and we can ensure your liabilities are properly paid and on time.

Q: When does TaxBeGone pull money from my account for my tax liabilities?
A: Once you process your payroll, you immediately receive an invoice in Patriot PAY; the invoice date tells when the tax liability funds will come out of your account. You should have the funds in your account at least one business day before the date on the invoice. (Note: if you ever run a same-day payroll, you must ensure funds are available that day for your liabilities.)

A word about insufficient funds...
We hope this will never happen…but in the case of insufficient funds, we’ll contact you right away by phone to make you aware of the problem. We may limit your use of the software until the issue is resolved. Please refer to your service agreement for information on applicable charges.

We will not be responsible for banking charges or penalties you incur as a result of insufficient funds, nor are we responsible if we must pay your tax payments late due to insufficient funds.

Q: How can I find out if my filings and deposits were properly filed and deposited?
A: We’ll let you know when we’ve made a deposit on your behalf. Find this report in “Tax Remittance” under the PAY tab in the software. However, it's good sense to follow up with the tax agencies to confirm the tax deposits and filings are being made. Ultimately, it’s your responsibility to verify your taxes are being filed and deposited properly.

Q: What if I receive a notice stating my deposits and filings weren’t properly handled?
A: There may be several reasons for this notice. The first is that you haven’t set up the proper deposit frequency in Patriot PAY. In this case, you should immediately change the deposit frequency in the software, and then contact the tax agency to resolve the issue. The second possibility is that we at at TaxBeGone might have made a mistake. In that case, please call (877) 968-7147. We’ll handle the corrections and take responsibility for all applicable penalties and interest.

Q: Who’s responsible if I’m assessed for any penalties and interest?
A: If the error was our fault, then we’ll cover all the penalties and interest. If the error was yours, then call the taxing agency and correct the errors. Make sure you remember to make any corrections to Patriot PAY to avoid repeating the error.