Completing the Federal and State Tax Cards

Zeal requires a company’s federal and state tax details to be submitted to ensure that required payments and filings are submitted correctly. Once the employees have been onboarded, the Tax Setup page will populate the states that Zeal will need information for based on employees’ work and resident locations.

  1. To add the federal and state tax information in the Tax Setup page, head to the Employer Dashboard.
  2. On the Dashboard, select Taxes on the left-hand column.
  3. The required state information Zeal needs will display below the banner reading Missing Details Needed for the Below States.
  4. To add state information, select +Add to the right of each respective state.
  5. Next, you will see four tax cards labeled: SIT Payments, SIT Filings, SUI Payments, and SUI Filings. 
    • Payment cards need to be submitted in full for Zeal to remit tax payments
    • Filing cards need to be submitted and verified to file returns and gain Third-Party Administrator (TPA) access on behalf of the company
  6. Complete the fields in each required card and click Submit
  7. Once all four tax cards for a state are submitted and verified by Zeal, the state will be removed from the Missing Details Needed for the Below States list.
  8. Employers are required to ensure that all the missing state information is completed so Zeal can handle these tax obligations on the employer’s behalf.

Note: Any delays in providing this information could result in late payments and/or filings which could result in penalties and interest.

 

Each individual Tax Card will indicate their status. The possible Tax Card Statuses are:

  • Not Started: The employer has not submitted the necessary information for Zeal to verify their tax card.
  • Pending: The employer has submitted the necessary information for Zeal to verify their tax card. Zeal is actively working on verifying the submitted information.
  • Verified: Zeal has verified the information entered on the tax card and has the necessary information and access to file and pay this employer’s taxes.
  • Incorrect: Zeal was unable to verify the information entered on the tax card. Please have the employer review and update the information entered for accuracy.

Updated

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