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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Tax Form Runs page lists all tax form runs with filtering controls and provides dialogs to initiate new runs for each supported form type. It is served at route /hr/payroll/tax-forms/runs.

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Overview

The page uses useTaxFormRuns with server-side filters for tax year, form type, status, and quarter. Filter controls are rendered above the run list. A “New Run” dropdown button opens the appropriate creation dialog based on form type:
  • CreateW2RunDialog — W-2
  • CreateQuarterlyRunDialog — quarterly forms (941, AZ-A1-QRT)
  • CreateAnnualRunDialog — annual forms (940, AZ-A1-R)
  • Create1099NECRunDialog — 1099-NEC
Each run card links to the run detail page. Supported form types and statuses are defined in TAX_FORM_TYPES, TAX_FORM_STATUSES, TAX_FORM_TYPE_LABELS, and TAX_FORM_STATUS_LABELS. No RequirePermission guard on this route (Tax Form Settings requires HR_PERMISSIONS.PAYROLL_ADMIN; confirm access controls with SME).

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Who it’s for

No explicit permission gate on this route. SME: confirm whether hr.payroll.admin is required.

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Before you start

  • Employer tax configuration must exist for the target tax year at /hr/payroll/tax-forms/settings.

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Steps

View runs
  1. Navigate to HR > Payroll > Tax Forms > Runs or go to /hr/payroll/tax-forms/runs.
  2. Use the Year, Type, Status, and Quarter filters to narrow the list.
  3. Click a run card to open the detail page.
Create a new run
  1. Click the New Run dropdown (top right).
  2. Select the form type (W-2, Quarterly, Annual, 1099-NEC).
  3. Complete the creation dialog and confirm.

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Key concepts

TermMeaning
Tax form runA batch job that generates tax form line items for a specified form type, year, and period.
QuarterApplicable for quarterly forms (1, 2, 3, or 4).
Form typeW-2, 941, 940, AZ-A1-R, AZ-A1-QRT, 1099-NEC (values from TAX_FORM_TYPES).
Run statusLifecycle state of the run (values from TAX_FORM_STATUSES). SME: confirm all valid statuses.

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/TaxFormRunsPage.tsx
  • src/cores/hr/hooks/tax-forms/useTaxFormRuns.ts
  • src/cores/hr/types/tax-forms.ts