How Do I Know If I’m Full Service or Basic?

What Products Do I Have?

After you log into your account,

1. Click the “My Products” link located under your company name in the right hand corner of the software.
2. Your subscribed products will be listed in the box
   💡Remember, if you are listed as Full Service Payroll, we will only file and deposit on your behalf if the tax filing setup is complete.
3. To add or remove a software product Settings > Manage Subscriptions > Add or Cancel Software.
4. To cancel your account subscription go to Settings > Manage Subscriptions > Cancel Subscriptions

Basic Payroll Customers

Please remember that Patriot does not handle tax filing and deposits for Basic customers. You are responsible for filing your payroll forms (e.g., Form 941) and handling tax deposits, including filings to the SSA.

If you want Patriot to collect, deposit, and file federal, state, and local taxes, including year-end filings, you can upgrade your account to Full Service by going to Settings > Company Settings > Add or Cancel Software.

For more common questions about our Full Service payroll or to add the tax service, please read our help article, “How to Add the Payroll Tax Filing Service.” 

Full Service Customers: Is Your Tax Filing Set Up Completed?

Keep in mind that Patriot cannot collect, deposit, or file your payroll taxes until you’ve completed the Full Service setup. 

Here’s how to tell if your Full Service set up is not completed:

1. You will see a popup when you log in alerting you that your tax service needs to be completed.

2. You will see a banner that Patriot is not collecting taxes for your payroll yet:
   On the payroll dashboard:

On step 2 of payroll:

To finish setting up Full Service so Patriot can start filing your payroll taxes, click the banner that says “Complete your tax filing information.” You’ll need to finish the tax filing setup wizard to take full advantage of the Full Service Payroll.

Remember, if you don’t finish this step, you’ll be responsible for filing and depositing all payroll taxes on your own.

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