PAYROLL • TAX REPORTING
Tax Reports
Review federal, state, local, employee, and employer payroll tax obligations by reporting period.
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.
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
Tax Reports reviews payroll tax obligations by federal, state, local jurisdiction, employee, tax year, quarter, and reporting period. State and local filters are driven by each Provider's Payroll Settings and employee work locations.
Tax Summary Cards
| Field or Control | Function |
|---|---|
| Tax Reports | Number of reports matching the current filters. |
| Taxable Wages | Wages subject to the selected tax scope. |
| Employee Taxes | Amounts withheld from employees. |
| Employer Taxes | Employer-side payroll tax obligations. |
| Total Tax Liability | Combined employee and employer tax amounts. |
Filters and Actions
| Field or Control | Function |
|---|---|
| Tax Year / Quarter | Selects the reporting year and quarter. |
| Report Type / Status | Limits the result to a report category and workflow status. |
| Work State / Local Jurisdiction | Uses Provider-configured states and jurisdictions. |
| Period From / Period To | Applies a custom reporting date range. |
| Employee | Searches by employee name or employee ID. |
| Search / Clear Filters | Applies or clears the filter set. |
| Refresh Reports | Reloads available report data. |
| Export CSV / Export DOC | Exports generated reports when data and permission are available. |