> ## 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.

# Tax Form Settings

> Configure employer tax information — EIN, address, and filing details — for W-2, 941, and other tax forms, scoped by tax year.

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`.

## 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.

## Who it's for

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

## Before you start

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

## 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.

## Key concepts

| Term                  | Meaning                                                                                                      |
| --------------------- | ------------------------------------------------------------------------------------------------------------ |
| Employer tax config   | Year-scoped record of employer tax identifiers and filing information used for tax form generation.          |
| Tax year              | The calendar year the configuration applies to.                                                              |
| EmployerTaxConfigForm | Form component collecting employer name, EIN, address, and related fields. SME: confirm all required fields. |

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/hr.tsx
  * src/cores/hr/pages/TaxFormsSettingsPage.tsx
  * src/cores/hr/hooks/payroll/useEmployerTaxConfig.ts
</Accordion>