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Tax Management

Tax Management

1 author81 articles
Toast Payroll: Manage Employee and Business Tax ExemptionsIn special cases, an individual or business may be exempt from certain taxes. Learn how to configure those settings here.
Toast Payroll: Get Help With Forms 940, 941, & 944Learn how to locate Forms 940, 941, and 944 within Toast Payroll, or understand our process for filing quarter-end tax packages.
Toast Payroll: Tax Management in MichiganTo be successful with Toast Payroll, register for all applicable tax accounts and supply the tax information to Toast Payroll.
Toast Payroll: Tax Management in North CarolinaTo be successful with Toast Payroll, register for all applicable tax accounts and supply the information to Toast Payroll.
Toast Payroll Tax Guarantee Terms & ConditionsAvailable to select customers - file your first quarter's payroll taxes with confidence thanks to the Toast Payroll Tax Guarantee, which pro
Toast Payroll: Employee Accidentally Marked Themselves Tax Exempt
Toast Payroll: Electronic Federal Tax Payment System (EFTPS)
Toast Payroll: Form W-9
Toast Payroll: Manage Payroll TaxesThe Tax Center is Toast Payroll's hub to manage payroll taxes, resolve filing tasks before quarterly deadlines, and access W-2s at year-end.
Toast Payroll: Verify or Update My Social Security Number (SSN)
Toast Payroll: State Withholding and UI Tax Notice ExamplesWhen you receive withholding or unemployment tax notices from state agencies, navigate to Toast Payroll to update your state tax account inf
Toast Payroll: Get Help With Social Security NumbersLearn the importance of accurate SSNs for proper tax filing and how to check for and edit missing/inaccurate social security numbers.

Form W-2

Form W-2


Toast Payroll: No Tax on Tips and/or OvertimeRead this guide for information on the "no taxes on tips" and "no taxes on overtime" provisions in One Big Beautiful Bill Act.
Toast Payroll: Compare Forms W-2, W-4, and W-9There are different forms used by employees and contractors for tax purposes. Learn more about Forms W-2, W4, and W9 in this article.
Toast Payroll: Understand Your Form W-2This guide provides answers to common Form W-2 questions and an explanation of each box on a Form W-2.
Toast Payroll: Form W-3
Toast Payroll: Get Help With Form W-2 AmendmentsIdentify whether a Form W-2 error needs a free refresh or a paid amendment, then submit one request that covers every employee, quarter, and
Deadline for Entering Form W-2 Information (EC)
Toast Payroll: Manage the Form W-2 ExperienceThe central guide to Form W-2 season in Toast Payroll — who does what, when forms are available, and where to go for each W-2 task.
Toast Payroll: Where Box 12DD Comes From
Toast Payroll: Toast-Printed Form W-2s
Toast Payroll: Download and Print Form W-2s (for Employers)Use these instructions to download and print paper Form W-2s from the Toast Payroll system.
Toast Payroll: Get Help With Form W-2sFind, distribute, and print Toast Payroll Form W-2s — electronic vs. paper, employee elections, downloads, and what's new.
Toast Payroll: Find Your Form W-2 (For Employees)Locate, view, and download your Form W-2 in the MyToast app or Toast Payroll, including prior year forms and forms from previous employers.

Quarterly Filing & Year-End

Quarterly Filing & Year-End


Toast Payroll: Get Help With Tax Filing RejectionsSometimes Toast Payroll is unable to successfully file a tax return on a company's behalf. Discover the reasons why and the next steps you s
Toast Payroll: Record Taxable Fringe BenefitsLearn about taxable fringe benefits and how to record them at year-end.
Toast Payroll: Quarter-End ChecklistComplete every Toast Payroll quarter-end task before the three-business-day deadline so we can file accurate quarterly returns.
Toast Payroll: Review ACA Filing ResourcesThis guide contains a timeline, a checklist, and two videos to assist you with ACA filing.
Toast Payroll: Determine Applicable Large Employer (ALE) StatusBefore beginning ACA filing, employers should determine if they are an Applicable Large Employer (ALE). Use this article as a guide to deter
Toast Payroll: Get Help With Parallel Variance DebitsLearn about the timing of variance tax debits for Toast Payroll that occur two weeks after go-live.
Toast Payroll: Tax Filing and Year-End Tax FAQAnswers to common Toast Payroll tax questions — quarterly and year-end filing, debit timing, SUTA rates, Form W-2s, agency notices, and disp
Toast Payroll: Common Invalid Combinations of Form 1095-C Codes
Toast Payroll: Manage Third-Party Sick Pay at Year End
Does Toast file taxes on our restaurant’s behalf?
Toast Payroll: Get Help With Duplicate Quarterly Tax FilingsWhen a Toast Payroll customer has not ended their contract with their previous payroll provider, duplicate IRS tax filings may occur.
Toast Payroll: Form WH-1
Toast Payroll: Form CA-DE9
Toast Payroll: Remitter Number
Toast Payroll: Earning and Deduction Timing
Get Help with Payroll Error: Unable to Display Required Tasks
Toast Payroll: Paperwork Burden Reduction ActWith the Paperwork Burden Reduction Act, eligible employers are no longer required to distribute Form 1095-C unless requested by the employe
Toast Payroll: Chosen Names on Tax Filings and Paystubs
Toast Payroll: Get Started With the Year-End ChecklistWhat to do each key date of year-end season in Toast Payroll — before your last payroll, finding and distributing Form W-2s, ACA, 1099s, and
Toast Payroll: Read Your Quarterly Tax PackageFind your quarterly tax package in Toast Payroll, then review and verify each part to confirm your taxes were filed correctly.
Toast Payroll: Get Help With Employee ResourcesThe hub for Toast Payroll employees. Find your paystub, get your W-2, set up direct deposit, update info, request time off, and enroll in be
Toast Payroll: YTD Gross Wages Reporting
Toast Payroll: Get Help With ACA FilingThe deadline to distribute 1095-C forms to employees under the Affordable Care Act (ACA) is March 2, 2026. Learn more about how to prepare f
Toast Payroll: Utilize ACA ReportingUtilize Toast ACA reporting as a resource to assist you as you determine Applicable Large Employer (ALE) status and perform other ACA tasks.
Toast Payroll: Complete Boxes 14, 15, and 16 of Form 1095-CSome of the most common concerns surrounding Form 1095-C relate to the information reported in Boxes 14, 15, and 16 of the form. Learn more
Toast Payroll: Record Group Term Life BenefitsLearn how to record Group Term Life (GTL) benefits for year-end tax purposes.

Tax Accounts

Tax Accounts


Toast Payroll: Tax Management in HawaiiTo be successful with Toast Payroll and Team Management, register for all applicable tax accounts and supply the tax information to Toast Pa
Toast Payroll: Tax Management in WyomingTo be successful with Toast Payroll and Team Management, register for all applicable tax accounts and supply the tax information to Toast Pa
Toast Payroll: Tax Management in South CarolinaTo be successful with Toast Payroll and Team Management, register for all applicable tax accounts and supply the tax information to Toast Pa
Toast Payroll: Get Help With Tax AccountsThe new Tax Accounts page lets users view their tax account data, make updates, and stay informed on missing tax account info.
Toast Payroll: Tax Management in TexasTo be successful with Toast Payroll, register for all applicable tax accounts and supply the tax information to Toast Payroll.
Toast Payroll: Find Your SUTA/SUI Rate
Toast Payroll: State Third-Party Administrator LinkingAs an employer, Toast Payroll needs access to your state's tax account to run, file, and deposit quarterly taxes on your behalf, also known
Toast Payroll: Register for State Tax AccountsProvides direct links to each state's website as well as information on your state's local taxes.
Toast Payroll: Vermont Child Care Tax
Toast Payroll: Taxes We Do Not Process
Toast Payroll: Tax Management in WisconsinTo be successful with Toast Payroll and Team Management, register for all applicable tax accounts and supply the tax information to Toast Pa
Toast Payroll: Tax Management in UtahTo be successful with Toast Payroll, register for all applicable tax accounts and supply the tax information to Toast Payroll.
Toast Payroll: Tax Management in MarylandTo be successful with Toast Payroll, register for all applicable tax accounts and supply the tax information to Toast Payroll.
Toast Payroll: Tax Management in New YorkTo be successful with Toast Payroll, register for all applicable tax accounts and supply the tax information to Toast Payroll.
Toast Payroll: Tax Management in Rhode IslandTo be successful with Toast Payroll and Team Management, register for all applicable tax accounts and supply the tax information to Toast Pa
Toast Payroll: FEIN Change of Address or Phone Number
Toast Payroll: Tax Management in WashingtonTo be successful with Toast Payroll, register for all applicable tax accounts and supply the tax information to Toast Payroll.
Toast Payroll: Tax Management in CaliforniaTo be successful with Toast Payroll, register for all applicable tax accounts and supply the tax information to Toast Payroll.
Toast Payroll: Tax Management in GeorgiaTo be successful with Toast Payroll, register for all applicable tax accounts and supply the tax information to Toast Payroll.
Toast Payroll: Tax Management in TennesseeTo be successful with Toast Payroll, register for all applicable tax account and supply the tax information to Toast Payroll.
Toast Payroll: Manage Tax ReciprocityTax reciprocity involves employees living and working in different states. Learn more about how Toast Payroll handles tax reciprocity and wh
Toast Payroll: Tax Management in ArizonaTo be successful with Toast Payroll, register for all applicable tax accounts and supply the tax information to Toast Payroll.
Toast Payroll: Tax Management in VirginiaTo be successful with Toast Payroll, register for all applicable tax accounts and supply the tax information to Toast Payroll.
Toast Payroll: Tax Management in West VirginiaTo be successful with Toast Payroll and Team Management, register for all applicable tax accounts and supply the tax information to Toast Pa
Toast Payroll: Tax Management in VermontTo be successful with Toast Payroll and Team Management, register for all applicable tax accounts and supply the tax information to Toast Pa
Toast Payroll: Tax Management in DelawareTo be successful with Toast Payroll and Team Management, register for all applicable tax accounts and supply the tax information to Toast Pa
Toast Payroll: Review Missing DataUse the Missing Date page in Toast Payroll to review critical tax information. Missing data may result in incomplete and/or inaccurate tax f
Toast Payroll: Tax Management in NevadaTo be successful with Toast Payroll and Team Management, register for all applicable tax accounts and supply the tax information to Toast Pa
Toast Payroll: Tax Management in AlaskaTo be successful with Toast Payroll and Team Management, register for all applicable tax accounts and supply the tax information to Toast Pa