Tax dashboard
The Tax Dashboard is the first page in the Tax group. It answers three questions at a glance: is my tax setup complete, is anything late, and what do I have to pay or file next. Open it from the sidebar with Tax → Tax Dashboard.
Before you start
Section titled “Before you start”- Your role must include the Tax dashboard. If you don’t see it, see Tax overview.
- The deposit and filing figures only appear once you have posted payroll, built your calendar and generated filings. A brand-new workspace mostly shows zeros, which is expected.
What is on the page
Section titled “What is on the page”From top to bottom:
- Get started with Tax: a setup checklist.
- Four tiles: Still to pay this year, Open filings, Overdue and Active registrations.
- Payroll tax to deposit: your federal payroll tax deposit summary.
- Next due: the next deposit or filing that is due, followed by a list of anything late.
The checklist disappears once all four steps are done.
The setup checklist
Section titled “The setup checklist”| Step | Done when | Button takes you to |
|---|---|---|
| Add a taxpayer | The business that files your returns has its full EIN and its address (street, city and ZIP) on file. | Tax Setup → Taxpayers (Tax setup) |
| Register jurisdictions | You have at least one registration. | Tax Setup → Jurisdictions |
| Generate your tax calendar | Your calendar for this year has at least one entry. | Tax Calendar (Tax calendar) |
| Generate your first filing | You have generated at least one form. | Filings (Filing a return) |
Click the button on any unfinished step to go straight to the page that completes it.
The tiles
Section titled “The tiles”| Tile | What it counts | What to do |
|---|---|---|
| Still to pay this year | Federal and state payroll tax deposits still owed this year, plus any balance still owed on this year’s returns, after the payments you have recorded. | Pay what is due through the agency, then record each payment. See Deposits due and Tax payments. |
| Open filings | Filings you have generated but not finished: those that are Draft, Ready to review, Reviewed or Signed. | Open Filings, review and sign each one, file it with the agency, then click Mark as filed. |
| Overdue | Deposits and returns past their due date that are not yet paid or recorded as filed. Shows red with Past due when above zero, and On time at zero. | Pay or file them as soon as you can, then record them. If you already paid or filed but never recorded it, record it now so the count clears. |
| Active registrations | How many active registrations you have under Tax Setup → Jurisdictions. | If it is lower than you expect, add the missing ones. See Tax setup. |
Payroll tax to deposit
Section titled “Payroll tax to deposit”This card appears once you use Payroll. It summarises your federal payroll tax deposits for the current calendar year, worked out exactly as on Deposits Due (see Deposits due).
- The first line tells you your schedule: You deposit monthly or You deposit semi-weekly, followed by the reminder that a deposit is the money and the return is the paperwork, and you do both.
- If any deposit is past its due date, a red panel says so, for example $2,140.50 is overdue - pay it now, with the period it covers, its due date and the reminder that the IRS charges a penalty from the day a deposit is late. With more than one, it gives the count and the earliest.
- Next: shows the amount still to pay for the next period, its due date and the period it covers.
- If nothing is due next, it shows what is still to deposit this year, or Nothing outstanding. Every deposit due so far is paid.
Click Open deposits to see every period, record what you have paid and confirm your deposit schedule.
Act on an overdue deposit
Section titled “Act on an overdue deposit”- Click Open deposits. The Deposits due page opens with a red banner saying how many federal deposits are past their due date.
- In the table on the Federal tab, find the rows with an Overdue status and note the Still to pay amount for each.
- Pay that amount on EFTPS (the IRS’s Electronic Federal Tax Payment System), choosing Form 941 and the right quarter. EFTPS gives you an acknowledgement number.
- Back in Bokapsys, click Record deposit on that row, enter the amount, the date you paid and the acknowledgement number, and click Record deposit. See Deposits due.
- Return to the dashboard. The overdue count drops once every overdue period is fully paid.
Next due
Section titled “Next due”Shows the next item that is due today or later: a payroll tax deposit or a filing. It gives the name (for example Form 941 (Quarterly federal payroll)), its status, the period it covers, its due date and, where money is owed, the amount to pay. If other items fall due the same day, a line says how many and how much in all. Click it to open the filing, Deposits Due or the calendar.
If nothing is coming up, it tells you to register for federal and state withholding and unemployment tax in Tax Setup and build your calendar.
Late items
Section titled “Late items”Below the next item, a red panel appears when anything is late, for example 2 items are late, the oldest due 04/15/2026. It lists up to three late deposits or filings with their period, due date and amount, and says how many more are on the calendar. Click Open calendar to see them all.
How to check the figures
Section titled “How to check the figures”- The deposit card and Deposits Due always agree: they come from the same calculation.
- If Still to pay this year looks too high, check that every payment you made is recorded with its confirmation number, and that each deposit covers the right payroll period.
- If the page shows Couldn’t load Tax tiles, click Retry. If it keeps failing, contact Bokapsys through Contact us.