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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 Settings page manages employer tax configuration records by tax year, required for generating W-2, 941, and other payroll tax forms. It is served at route /hr/payroll/tax-forms/settings.

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Overview

The page loads employer tax configuration for a selected year via useEmployerTaxConfigByYear. A year selector (current year ±2) controls which config is displayed. If no config exists for the selected year, a “Create Configuration” button opens a dialog wrapping EmployerTaxConfigForm. Existing configs display the form inline for editing. This page is part of the HR-PAY-04 Tax Forms feature.

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Who it’s for

Permission: HR_PERMISSIONS.PAYROLL_ADMIN (hr.payroll.admin) — RequirePermission guard in hr.tsx.

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Before you start

  • You need hr.payroll.admin permission to access this page.
  • A separate configuration record is required for each tax year.

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Steps

Create a configuration
  1. Navigate to HR > Payroll > Tax Forms > Settings or go to /hr/payroll/tax-forms/settings.
  2. Select the target Tax Year from the dropdown.
  3. If no configuration exists, click Create Configuration.
  4. Complete the EmployerTaxConfigForm with employer tax details and save.
Update an existing configuration
  1. Select the target Tax Year.
  2. Edit fields in the displayed form and save.

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Key concepts

TermMeaning
Employer tax configYear-scoped record of employer tax identifiers and filing information used for tax form generation.
Tax yearThe calendar year the configuration applies to.
EmployerTaxConfigFormForm component collecting employer name, EIN, address, and related fields. SME: confirm all required fields.

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/TaxFormsSettingsPage.tsx
  • src/cores/hr/hooks/payroll/useEmployerTaxConfig.ts