Toast Payroll Tax Guarantee Terms & Conditions
StratEx HoldCo, LLC (hereinafter "Toast Payroll") strives to ensure you have a smooth tax filing experience. The Toast Payroll Tax Guarantee (the "Guarantee") is valid for the first quarter for which Toast Payroll files your federal and state payroll tax returns ("Applicable Quarter"), subject to the below. Local payroll tax returns are excluded from the Guarantee.
If you are a Live (as defined below) Toast Payroll customer by virtue of executing a Toast Payroll & Team Management Service Agreement and using the Services on our after April 1, 2026,
And, to the satisfaction of Toast Payroll, you:
completed all tax tasks within the Toast Payroll platform;
cancelled prior services with different payroll provider (if applicable);
approved Toast Payroll as your Third-Party Administrator;
verified your jurisdiction(s) tax withholding pay frequency and provided applicable state unemployment tax rate ("SUTA");
provided accurate tax identification numbers (e.g. FEINs and EINs);
provided valid Social Security numbers for all applicable employees;
enabled point-of-sale ("POS") Social Security number capture on your POS terminal via the settings in the Toast Payroll platform; and
do not have an outstanding balance, and at all times had sufficient funds available for any attempted debits or withdrawals;
And you have been assessed a penalty and/or interest, as levied in a first notice from the IRS or state tax authority (and not as a result of a payment plan), and such IRS or state penalty and/or interest is due solely to a calculation or software error on the part of Toast Payroll (a "Toast Payroll Error") and not as a result of, among other things:
your failure to enter or provide all required information accurately and prior to your last payroll of the Applicable Quarter;
willful or fraudulent omission or provision of information to Toast Payroll;
misclassification of information;
tax law changes made by federal or state governments after your return was filed; or
failure to provide Toast Payroll with all information and directives requested by Toast Payroll or necessary for Toast Payroll to perform the Services;
then Toast Payroll will compensate you, up to $4,000 per FEIN, the amount levied against you by the IRS or state tax authority in penalties and/or interest in such first notice - but not any amounts, penalties or interest due, payable or paid by you as a result of a payment plan you may enter into (or have entered into) with such tax authority.
Your are responsible for paying any tax liability you may owe.
If you believe a Toast Payroll Error occurred, you must notify Toast Payroll as soon as you learn of the error and in any case no later than thirty (30) days after the penalty or interest is assessed by a tax authority.
To initiate a claim under this Guarantee, please contact Toast Payroll by selecting the blue chat dot in the lower-right corner of any Toast Payroll page. You may be required to provide certain tax-related documents, and any other relevant documents or information we reasonably request, to enable Toast Payroll to validate and process your claim. To validate a claim, Toast Payroll may require, among other information, a copy of the IRS/state notice and any other documents. You are responsible for maintaining all information and documents that may be relevant to the accuracy of your tax return. You are also responsible for keeping Toast Payroll apprised promptly of any change in your email address, mailing address and/or phone number so that you can be notified of any updates relating to your claim.
"Live" for a given location means you have paid employees via Toast Payroll via direct deposit, live check, or paycard.