Payroll Help

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Authorizing Tax Payment for Full-Service Payroll Setup

In this article:

Background
The last step to activate your Full Service Payroll is choosing the date you want Patriot to start handling your payroll taxes—collecting, depositing, and filing them on your behalf.

This date determines when we take over your tax payments, including any owed taxes from previous payrolls you’ve entered into the software. You can even choose a date earlier in the year than when you first signed up. For example, if you want Patriot to handle taxes starting from January or from a previous quarter, you can set that up here.

How to Set Your Tax Service Start Date

In the Tax Authorization step of the setup wizard:

  1. Select the quarter you want us to begin filing your payroll taxes.
  2. Choose the month within that quarter.
  3. Make sure the year is correct.
    • Heads up: If you select a start date in a month that’s already passed, Patriot will charge $37 for each prior month of tax filings that you were not a full service payroll customer. This fee applies even if you’re still in a free trial, and it will be charged to your credit card right away.
  4. If your federal income tax deposit schedule is semi-weekly, you’ll see one more step to pick the exact semi-weekly tax period you want us to begin with.
    • This step will show your pay dates to help you determine how far back you need us to handle.

Review and Authorize

The final authorization page will show one or two sections based on your start date and tax deposit frequency:

  • Your Tax Responsibility – Taxes that were due before your chosen start date. These won’t be paid by Patriot, so you’ll need to handle them yourself.
  • Patriot’s Tax Responsibility – Taxes owed on or after your start date. We’ll collect and deposit these for you.

When you’re ready, click “Authorize Tax Collection” to give Patriot permission to debit your bank account for any current-period taxes owed and officially start your tax filing service.

Confirmation of Tax Service and Responsibilities

You will see a confirmation message that your payroll setup is now complete. 

  • You can download a PDF snapshot of your taxes owed at the time your payroll tax service began.
  • Go to Reports > Payroll Tax Reports > Tax Takeover Details > Download PDF to access this report at any time.

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