The Taxation section helps you monitor two key areas:
Deposits – tax amounts withheld from each payroll
Documents – official tax forms filed with federal and state agencies
Deposits
The Deposits tab shows every tax payment collected per payroll. These amounts are withdrawn from your company bank account and later sent to the appropriate tax agencies.
To access, go to Taxation > Deposits.
Column | Description |
Pay day | The payroll date |
Tax | The specific tax, like California State Tax or Federal Income Tax |
Amount | How much was withheld |
Due date | When the tax must be paid |
Funding | Shows if funds were successfully withdrawn from your company bank account |
Status | Shows if the payment is pending or already deposited with the tax agency |
Link icon | Opens the payroll run that created the deposit |
How it works
When you approve payroll, the system calculates tax liabilities.
Funds for each tax are withdrawn (funded) from your company bank account.
Once funded, the deposit remains pending until the payment is sent to the tax agency.
After payment, the status updates to deposited.
Example:
A payroll on July 30, 2025 creates several deposits: Federal Income Tax ($99.26), California State Tax ($39.03), and Medicare ($16.73). All shows funded but remain pending until the payment is completed.
Documents
The Documents tab lists all tax forms generated from your payroll data. These forms are automatically filed with the appropriate agencies.
To access, go to Taxation > Documents.
Column | Description |
Form | The tax document name, like Form 941 or Form DE 9 |
Period | The quarter or year covered |
Filed on | The date the filing was submitted |
Jurisdiction | Whether it’s federal (FED) or state-specific (e.g., CA for California) |
Download | Link to save a PDF copy |
How it works
At quarter or year-end, filings are submitted to the appropriate tax agencies.
You can download filings anytime for your records.
Common tax forms filed through payroll include the following:
Form | Purpose |
Form 941 | Quarterly federal income and FICA taxes |
Form 940 | Annual federal unemployment tax (FUTA) |
Form DE 9 | California state employment tax filing |
W-2 / 1099 | Year-end wage and contractor statements |
Need help?
If you have questions or need assistance, please contact Salaris Payroll Support. We’re here to help.