TaxProfileFactory™ Stories

As the organization grew, the manual effort became even more demanding. Employee turnover and expansion amplified the workload, and in some cases, local tax forms were overlooked, creating additional compliance concerns.

“When we moved to our new payroll software, we realized the new system did not have an automated way to do locals. As we continue to grow our business and hire more staff, a manual process would have created great stress for our payroll team.”

The client was experiencing challenges with their payroll tax onboarding and W-4 process.

With many employees across the U.S., including Pennsylvania, New York, and Maryland – states with local payroll taxes – the client realized that assigning and managing local payroll taxes manually would be a time-consuming and error-prone process.

The client was continuing to grow and expand its business, so it was very important that they implemented an automated solution.