Tallyx
Payroll tax filing and compliance documentation

Payroll Tax Filing & Compliance

Your employer tax filings are submitted correctly, and on time — every quarter

Tallyx prepares and submits all payroll-related employer tax filings, monitors regulatory changes as they happen, and manages correspondence with tax authorities so you don't have to track it yourself.

Compliance Calendar

Q1

Quarterly Return

Q2

Quarterly Return

Q3

Quarterly Return

Q4

Quarterly Return

Year-End

Annual Reconciliation

What This Delivers

Compliance handled — without it becoming your problem to manage

Payroll tax compliance isn't a one-time task. It runs on a calendar — quarterly returns, annual reconciliation, and an ongoing need to apply regulatory changes before they affect your filings. Missing a deadline or filing with outdated figures creates work that's disproportionate to the original error.

Tallyx takes on the preparation, submission, and monitoring that keeps your employer tax obligations current. You receive filing confirmation records after each submission, and correspondence with tax authorities is managed on your behalf.

Outcome

Filings go in on time, with accurate figures

Every quarterly return and annual reconciliation is prepared from current data and submitted before the deadline. No manual tracking of due dates on your side.

Outcome

Regulatory changes don't catch you mid-filing

Tax rules change. Rates adjust. Thresholds shift. Tallyx monitors those changes and updates calculations before they affect what gets filed — not after.

Outcome

Correspondence with tax authorities is handled

Notices, queries, and confirmation requests get managed directly. You're informed of anything material — and don't have to interpret bureaucratic correspondence to stay current.

The Situation

Payroll tax compliance has a way of accumulating quietly

Deadlines that arrive without warning

Quarterly filing dates don't move, but they also don't announce themselves. Businesses that handle compliance internally often find themselves rushing to prepare returns in the days before a due date — with the payroll data not quite in order.

Regulatory changes that are easy to miss

Payroll tax rules change — sometimes significantly, sometimes in ways that only affect specific categories of employee or earnings. Keeping calculations current requires active monitoring, which is difficult to sustain alongside regular business operations.

Notices that require more than a quick read

Tax authority correspondence tends to arrive in dense, formal language. Understanding what's being asked, whether it requires action, and how to respond correctly takes time that most business owners don't have set aside for it.

The Approach

What Payroll Tax Filing & Compliance covers

01

Quarterly return preparation and submission

Each quarterly return is prepared from your payroll data and submitted ahead of the filing deadline. Confirmation records are retained for your files.

02

Annual reconciliation

Year-end reconciliation documents are prepared and submitted once the final payroll figures for the year are confirmed. The year closes with a complete compliance record.

03

Regulatory monitoring and calculation updates

Tax rates, thresholds, and rules are tracked on an ongoing basis. Calculations are updated when changes take effect — before they affect your next filing.

04

Correspondence management with tax authorities

Notices and queries from tax authorities are handled directly. You're informed of anything that affects your position — without needing to interpret official correspondence yourself.

05

Filing confirmation records

After each submission, a confirmation record is retained and available to you. A running compliance record builds through the year — useful for internal reviews and audits.

06

Works standalone or paired with payroll administration

If you process payroll internally but need support on the compliance side, this service works independently. It also combines with Full-Cycle Payroll Administration for complete coverage.

Working Together

What managing your compliance looks like in practice

01

Your payroll data comes to us

Before each quarter closes, we pull together the payroll figures needed for filing — either from your records or directly from the payroll administration service if you're using both.

02

Returns are prepared and reviewed

Each return is prepared with current regulatory figures applied. We review before submission — not after. The goal is to file accurately the first time, not to correct later.

03

Filed before the deadline, confirmed after

Submissions go in ahead of schedule. After filing, a confirmation record is retained and any acknowledgment from the tax authority is logged and communicated to you.

04

Ongoing monitoring between filings

Between quarters, regulatory changes are tracked and applied. If something changes that affects your next return, it's already accounted for — you don't need to raise a flag.

Investment

Transparent, predictable pricing

Payroll Tax Filing & Compliance

$300

USD / month

A fixed monthly engagement covering quarterly filings, annual reconciliation, regulatory monitoring, and correspondence management. Works as a standalone service or alongside Full-Cycle Payroll Administration.

Talk to us about this service

What's Included

Quarterly employer payroll tax return preparation and submission

Annual reconciliation documentation prepared and submitted

Ongoing regulatory monitoring with calculation adjustments applied

Tax authority correspondence managed on your behalf

Filing confirmation records retained and accessible

Compatible with internal payroll processing or paired with our administration service

How It Performs

What to expect, and how progress is tracked

Compliance Timeline

Month 1

Onboarding: existing payroll records and filing history are reviewed. The current regulatory position is established and any outstanding compliance items are identified.

Quarter 1

First quarterly return prepared and submitted under Tallyx management. Confirmation record filed. You receive a summary of what was submitted and any relevant notes.

Ongoing

Each quarter runs the same way — prepared in advance, filed on time, confirmed after. Regulatory changes are applied as they occur, not reactively at filing time.

Year-End

Annual reconciliation completed. A full-year compliance record is available — covering every quarterly filing, all correspondence, and the final reconciliation document.

How Your Compliance Is Tracked

Filing confirmation archive

Every submission is logged with a confirmation record — date filed, period covered, amounts declared. Available to you at any point, useful for audits and financial reviews.

Regulatory change log

When a rule or rate change is applied to your calculations, it's documented. You can see what changed, when it was applied, and how it affected your filings.

Correspondence record

All correspondence with tax authorities is retained and indexed. If a notice references a prior submission or raises a question about a specific period, the relevant records are immediately available.

Our Commitment

You shouldn't have to carry the compliance burden on your own

Payroll tax compliance is one of those areas where the consequences of getting it wrong are meaningful — penalties, interest, back-filing requirements. Tallyx takes on the work of making sure filings are prepared accurately and submitted on time.

If something in a filing needs clarification or correction, we address it. The compliance record stays clean, and you're not left managing the consequences of a filing error you didn't cause.

On-time filing, every quarter

Returns are prepared in advance and filed before the deadline. You're not finding out a return is due three days before it's late.

Responsive to questions and notices

If you receive something from a tax authority, or you have a question about a prior filing, you get a clear, direct answer — not a holding response.

Initial consultation at no commitment

We start with a review of your current compliance position. No obligation to proceed — just a clear picture of where things stand and what this service would change.

Getting Started

How compliance moves from your responsibility to ours

01

Share your current situation

Tell us about your business — how you process payroll, what filings you're responsible for, and whether you're managing compliance internally or through another provider. We use that to assess the transition.

02

We review and confirm the scope

We look at your existing filing history and current regulatory position. Onboarding is scoped to make sure nothing is missed at the point of transition — including any prior-period items that need attention.

03

Compliance runs on schedule from here

Once onboarding is complete, the quarterly cycle runs without you needing to manage it. Each filing is handled, confirmed, and logged — and you're informed of anything that requires your awareness.

Payroll Tax Filing & Compliance — $300 USD/month

Ready to hand off the compliance work?

Tell us about your current payroll setup and what filings you're managing. We'll walk through whether this service fits your situation, and what getting started would look like.

Also Available

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