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Documentation Index

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The Form 940 Review page (/hr/payroll/tax-forms/runs/:runId/940) displays line-by-line Form 940 data for a specific tax form run, with options to download a PDF and mark the form as filed.

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Overview

The page loads the tax form run record (useTaxFormRunById) and the form items for the run (useTaxFormItems). The employer-level form item (no employee_id) is extracted and its form_data is cast to Form940Data. A status badge (TaxFormRunStatusBadge) is shown alongside the run details. The Form940LineItem component renders the individual line items. A Download PDF button triggers useGenerateForm940Pdf. A Mark as Filed button opens MarkAsFiledDialog. A Back link returns to the tax form runs list. Organization name is displayed from currentOrganization.name.

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Who it’s for

No explicit permission gate on this route. Access is implicitly limited by the payroll section navigation.

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Before you start

  • A tax form run with a Form 940 result must exist for the specified :runId.
  • The run must be in a reviewable state.

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Steps

  1. Navigate to HR → Payroll → Tax Forms → Runs and click a run, then select the 940 tab, or go directly to /hr/payroll/tax-forms/runs/:runId/940.
  2. Review the line-item breakdown.
  3. Click Download PDF to generate the PDF version.
  4. When ready to file, click Mark as Filed and confirm in the dialog.

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr.tsx
  • src/cores/hr/pages/Form940ReviewPage.tsx
  • src/cores/hr/hooks/tax-forms/useTaxFormRuns.ts
  • src/cores/hr/services/employer-taxes/types.ts