Tax Management

By Agent1 author75 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.

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 in Toast Payroll is a central location for customers to manage their company's payroll taxes.

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

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 AmendmentsIf an employee's Form W-2 was submitted to the IRS with missing and/or incorrect information, Form W-2 amendments are used to accurately rep

Deadline for Entering Form W-2 Information (EC)

Toast Payroll: Manage the Form W-2 ExperienceDo you have a question regarding a W2? Find your answers here.

Toast Payroll: Where Box 12DD Comes From

Toast Payroll: Toast-Printed Form W-2s

Toast Payroll: Find Your Form W-2 (For Employees)

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-2sGet answers to common questions regarding Form W-2s.

Power of Attorney

Get Help With Toast Payroll Errors on Form 8655Learn how to troubleshoot any errors that you see on Form 8655 in Toast Payroll.

Toast Payroll: Form 8655 Reporting Agent AuthorizationLearn more about Form 8655 and how Toast Payroll requires it so we can file taxes on your behalf.

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 ChecklistUse this checklist to help Toast Payroll prepare your quarter-end tax filing.

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 FAQUse this resource to locate several tax filing and year-end tax questions and answers which may help inform your business.

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 ChecklistUse this checklist as a guide for ending the current payroll year and setting up for a successful new payroll year.

Toast Payroll: Read Your Quarterly Tax PackageEach quarter, Toast Payroll will upload a summary of your filed taxes, known as a quarterly tax package. Learn how to review the documents i

Toast Payroll: Get Help With Employee ResourcesToast Payroll employees! Find login troubleshooting steps, a Form W-2 or pay stub, how to update a direct deposit account, and much more in

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

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: 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