Tax overview

The Tax area helps a US business keep on top of the taxes that come with running payroll and selling to customers. It works out what you owe and when, prepares the forms and the upload files the government agencies accept, and keeps a record of what you paid and filed. It uses the books you already keep in Bokapsys, so the figures come from your posted payroll, your invoices and your ledger rather than from numbers you type in again.

Bokapsys does not send anything to the IRS, the Social Security Administration (SSA) or any state, and it does not move money. You file each return and make each payment yourself, through the agency’s own website or by post, and then record in Bokapsys how and when you did it. That record is what keeps your books, your deposits and your calendar in step.

What Tax covers

Area	What it does for you	Where to read more
Payroll tax deposits	Works out how much federal payroll tax you must pay (deposit) and by which date, based on whether you are a monthly or semi-weekly depositor. Also tracks federal unemployment tax (FUTA) and state withholding.	Deposits due
Payroll tax returns	Prepares Form 941 (the quarterly federal payroll return), Form 940 (the annual federal unemployment return), W-2s for employees, 1095-C health coverage forms and state quarterly wage reports, from your posted pay runs.	Payroll filings
Filing and corrections	Takes each form from ready to review, through your sign-off, to a record of how you filed it, and builds a correction (941-X, W-2c or corrected 1099-NEC) if a filed form was wrong.	Filing a return, Corrections
Contractor 1099s	Prepares 1099-NEC forms for the contractors you mark as needing one, and the upload file the IRS accepts.	Contractor 1099s
Sales tax	Builds a sales tax return worksheet from what you invoiced, tracks where you may owe sales tax, and keeps exemption certificates.	Sales tax
Estimates and business taxes	Gives an estimate of the tax on your profit and the quarterly payments that go with it, and keeps a record of business income returns you or your accountant filed elsewhere.	Estimates and business taxes
Book to tax	Lays out your books and flags the lines an accountant usually adjusts before a tax return.	Book to tax
AI tax assistant	Answers questions about your tax figures in plain English, grounded in your own data.	AI tax assistant
Calendar, payments and checks	A calendar of every due date, a register of every payment you have made, and checks that compare your figures with each other.	Tax calendar, Tax payments, Compliance

A few terms you will see

Deposit: paying payroll tax to the IRS during the year. A deposit is the money; the return (for example Form 941) is the paperwork. You do both.
Return or filing: a form you send to a tax agency reporting what you owe for a period.
Jurisdiction: a government that taxes you, such as the federal government, a state or a city.
Registration: your account with a jurisdiction for a particular tax, for example your state unemployment tax account.
SUI: state unemployment insurance tax, paid by employers to their state.
FUTA: the federal unemployment tax, paid by employers to the IRS.
EIN: your Employer Identification Number, the nine-digit number the IRS gave your business.

Before you start

Tax is on for every workspace. You find it in the Tax group of the sidebar. Sales Tax and Business Income are on too. Bokapsys can switch Tax, or one of those parts, off for a particular workspace; if a page you expect is missing, ask Bokapsys (use Contact us in the app, or see Contact).
Your role decides what you can see and do. Within a workspace, each page and each button (for example Add taxpayer, Register jurisdiction, Sign, Record payment) depends on your role. If a page or button is missing, ask the person who manages your team. See Team and roles.
Payroll tax figures come from Payroll. Payroll deposits and returns are built from pay runs you have posted in Bokapsys Payroll. Payroll depends on Tax, so Tax stays on in any workspace that uses Payroll. See Payroll overview.
The AI tax assistant depends on your plan. It is not included in the Free plan. See AI tax assistant.

Where things are in the app

Everything sits under the Tax group in the sidebar:

Sidebar item	What is on it
Tax Dashboard	A getting-started checklist, summary tiles, the next payroll tax deposit, the next deposit or filing due, and anything late.
Tax Calendar	Every due date for the year you pick, with its status and what is still to pay.
Filings	Tabs for All Filings, Payroll, 1099 Contractors, Sales Tax and Business Income. This is where you generate forms, download the files the agencies accept and record returns filed elsewhere.
Deposits Due	What payroll tax to pay, by when, with tabs for Federal, Unemployment (FUTA), State and Schedule B.
Tax Payments	Payments you have planned and payments you have made, with their confirmation numbers.
Sales Tax	Nexus Tracker, Rate Lookup, Exemption Certs and Return Worksheet.
Compliance	Tabs for Reconciliation, Documents, Reports, Estimate and Book to Tax.
Tax Setup	Tabs for Taxpayers (your business details) and Jurisdictions (your registrations).

How it works: we prepare, you file

1Set up
2Calendar
3Deposit
4Prepare return
5Review and sign
6File with the agency
7Record how you filed

The yearly cycle for payroll taxes.

Set up. Add your business as a taxpayer (with its full EIN) and register the jurisdictions you deal with. See Tax setup.
Calendar. Build the tax calendar so every due date for the year is listed. See Tax calendar.
Deposit. As you post payroll, Deposits Due shows how much tax to pay and by when, and Bokapsys reminds you before each deposit is due. You pay it on the IRS’s EFTPS website (the Electronic Federal Tax Payment System) or your state’s website, then click Record deposit and enter the confirmation number. See Deposits due and Tax payments.
Prepare the return. At the end of the quarter or year, generate the form under Filings. Bokapsys fills it from your posted payroll and the deposits you recorded.
Review and sign. Open the filing, check every line against your own records, tick the sign-off statement and click Sign.
File with the agency. Each filing shows How to file this: where it goes, whether you upload a file or type it in, and the steps. You file it yourself. See Filing a return.
Record how you filed. Back on the filing, click Mark as filed and record how you filed it, the date and any reference number you were given. The calendar then shows it as filed.

A return you or your accountant filed outside Bokapsys, such as a corporate income tax return, can be recorded with Record a filed return so your tax records are complete. See Filing a return.

Get started

In the sidebar, open Tax → Tax Dashboard. You see a Get started with Tax checklist with four steps: Add a taxpayer, Register jurisdictions, Generate your tax calendar and Generate your first filing.
Click Add taxpayer and follow Tax setup to enter your business details, including the full EIN and address.
Click Register and add your federal and state registrations, also described in Tax setup.
Click Generate on the calendar step to build the year’s due dates. See Tax calendar.
Run and post payroll as usual. Then check Tax → Deposits Due after each payday. See Deposits due.

How to check it worked: each step on the checklist shows as done once it is complete (Add a taxpayer counts as done only once your filing entity has its full EIN and address on file), and the checklist disappears once all four are done. The dashboard tiles fill in, and Active registrations shows the number of registrations you added.

What Bokapsys does not do

It does not file returns or send files to any agency.
It does not pay tax or move money. Recording a payment only records one you have already made.
It does not give tax advice. Where a figure depends on something only you know (for example the deposit schedule the IRS assigned you, or your state unemployment rate), Bokapsys asks you for it rather than guessing, and tells you when something is missing.