PAYROLL • PROVIDER CONFIGURATION

Payroll Settings

Configure general, federal, Social Security, Medicare, state, local, unemployment, and other payroll-tax settings.

Document ID: PAY-DOC-007
Version: 1.0
Status: Draft
Last Updated: 07/26/2026

Payroll privacy and security notice

Payroll pages may contain employee identity data, compensation rates, tax settings, bank-account metadata, payroll totals, and reporting information. Screenshots in this public guide use redacted or demonstration information. Access must be role-based, logged, and limited to the minimum information required for payroll, HR, finance, compliance, or authorized management duties.

Tax and payroll responsibility

True Care System provides configurable payroll workflows and reporting tools. Providers remain responsible for verifying current federal, state, and local tax rules, wage-and-hour requirements, overtime rules, filing obligations, banking requirements, employee classifications, and payroll outputs with qualified payroll, tax, legal, or accounting professionals.

Purpose

Payroll Settings configures Provider-specific payroll tax behavior. The page supports Providers operating in one or multiple U.S. states and does not hard-code one state or local jurisdiction into the layout.

General Payroll Settings — General settings for enabling payroll tax calculation, Provider scope, contacts, defaults, rounding, and calculation method.

Page-Level Controls

Field or Control	Function
Reset Changes	Discards unsaved edits and returns fields to their last loaded values.
Save Settings	Saves the Provider payroll configuration.
Payroll Tax Status	Shows whether Provider-level payroll tax calculation is enabled.
Operating States	Counts configured states where the Provider employs staff or has payroll obligations.
Local Jurisdictions	Counts configured city, county, district, transit, occupational, or other local taxes.
Tax Reports	Shows whether settings are ready to feed Payroll Processing and Tax Reports.

General Tab

Field or Control	Function
Enable Payroll Tax Calculation	Allows Payroll Processing to calculate configured federal, state, and local taxes after the calculation layer is connected.
Payroll Contact Name / Email / Phone	Stores the Provider authorized payroll contact.
Tax Year Start Month	Defines the default tax-year starting month.
Default Work State	Selects a default after operating states are configured.
Default Local Jurisdiction	Selects the standard local jurisdiction when applicable.
Rounding Method	Controls supported monetary rounding behavior.
Calculation Method	Defines whether calculation is performed per pay period or another supported method.

Federal Tab

Federal Tax Settings — Federal employer identity, deposit schedule, withholding, FUTA, and federal payroll form settings.

Field or Control	Function
Legal Business Name	Provider legal employer name.
Employer Identification Number (EIN)	Federal employer identifier stored securely after API connection.
Federal Deposit Schedule	Stores the configured federal deposit frequency.
Federal Income Tax Withholding	Enables the federal withholding path.
Federal Unemployment Tax (FUTA)	Enables FUTA configuration.
FUTA Rate / Wage Base	Stores the configured percentage and wage limit.
Form 941 / Form 940 / W-2 / W-3	Tracks federal filing and reporting outputs.

Social Security & Medicare Tab

Social Security and Medicare Settings — Configurable Social Security, Medicare, additional Medicare, rates, wage base, and threshold fields.

Field or Control	Function
Enable Social Security Tax	Activates Social Security tax configuration.
Employee / Employer Social Security Rate	Stores the employee and employer percentages.
Social Security Wage Base	Stores the annual wage limit.
Enable Medicare Tax	Activates Medicare tax configuration.
Employee / Employer Medicare Rate	Stores configured Medicare percentages.
Enable Additional Medicare Tax	Activates the additional Medicare path when applicable.
Additional Medicare Rate / Threshold	Stores the configured percentage and wage threshold.

Operating States Tab

Operating States Settings — State-level payroll-tax setup with employer accounts, unemployment, disability, paid leave, frequency, and effective dates.

Field or Control	Function
State Code / State Name	Identifies the operating state.
Withholding Account Number	Provider state withholding account.
Employer Account Number	Provider state employer account.
Unemployment Account Number / Rate	State unemployment account and configured rate.
Disability Rate / Paid Leave Rate	Configured state disability and paid-leave percentages.
Filing Frequency	Stores the selected state filing cadence.
Effective From / Effective To	Controls the period in which the state configuration is valid.
Add Operating State	Adds the completed state configuration.

Local Taxes Tab

Local Tax Jurisdictions — Local jurisdiction setup for city, county, district, transit, occupational, and other payroll taxes.

Field or Control	Function
State	Selects a configured operating state.
Jurisdiction Name / Type	Identifies the local taxing authority and category.
Tax Account Number	Provider account with the local jurisdiction.
Employee Rate / Employer Rate	Stores employee-side and employer-side percentages.
Wage Base	Stores an applicable wage limit.
Filing Frequency	Stores the local filing cadence.
Effective From / Effective To	Controls the configuration effective period.
Add Local Jurisdiction	Adds the jurisdiction to the Provider list.

Unemployment & Other Tab

Unemployment and Other Payroll Taxes — State unemployment, disability, paid leave, other state programs, and future effective-dated rule-engine information.

Field or Control	Function
State Unemployment Insurance	Uses each Operating State to maintain account numbers, rates, filing frequency, and effective dates.
Configure Operating States	Opens the state configuration workflow.
Other State Programs	Supports disability insurance, paid family or medical leave, and other state programs.
Future Tax Rule Engine	Describes future API-supported effective-dated rules, exemptions, reciprocity, wage bases, supplemental wage methods, and filing calendars.