How to View Tax Payments & Tax Returns

Homebase calculates and withdraws all payroll tax payments owed each time you run payroll.

Homebase then sends those payments to the relevant agencies at the required frequency for your business. At the end of each quarter, your tax payments are consolidated and reported to the appropriate agency through tax filings.

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Viewing Tax Payments

Tax payment liabilities will be listed under the Tax Payments tab within Tax Records. There is no action you need to take for the payments - Homebase takes care of withdrawing this money and paying the relevant tax agencies on your behalf. This list is informational and contains:

• The payroll date that the liability was incurred
• The name of the tax
• The deposit due date (this is the deadline by which Homebase will make payment to the agency)
• Status
  • Paid: the payment was sent to the agency
  • Processing: the payment is in progress or has not yet been sent to the agency 
  • Failed: the withdrawal for the payroll run failed, therefore the tax payment was not sent to the agency

Downloading Tax Payment History

You can download a .CSV file with your Tax Payment history for any quarter of any year you have had used Homebase Payroll services by:

1. Go to the Pay tab
2. Go to Tax Records
3. To to Tax payments
4. Set the quarter and year
5. Click Download CSV in the top right.
   1. 

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Viewing Tax Filings

• Each form that refers to a tax filing is listed and grouped by quarter and year.
• Clicking on the form name will open a PDF of the filing in a new browser tab where you can download and save it to your computer.