> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tax Profile

> Set up your company's tax profile and identifiers.

Before Pluvel can file taxes on your behalf, we need to know who you are — your EIN, your state tax accounts, your entity type. This is the boring-but-essential setup that makes everything else work.

Set it up once. We use it for every payroll tax deposit, every quarterly filing, every W-2 and 1099 at year-end.

## What's in your tax profile

| Field                 | Description                                              |
| --------------------- | -------------------------------------------------------- |
| **Federal EIN**       | Your 9-digit Employer Identification Number (XX-XXXXXXX) |
| **State Tax ID**      | State withholding/unemployment account numbers           |
| **Business Type**     | Sole Prop, LLC, S-Corp, C-Corp, Partnership, Nonprofit   |
| **Tax Year**          | Calendar (Jan-Dec) or Fiscal                             |
| **Accounting Method** | Cash or Accrual                                          |

## Setting up your tax profile

<Steps>
  <Step title="Go to Settings → Tax">
    From your dashboard, click **Settings** in the sidebar, then **Tax**.
  </Step>

  <Step title="Enter your Federal EIN">
    Your EIN is the 9-digit number the IRS assigned when you registered as an employer. Format: XX-XXXXXXX.

    <Info>
      Don't have an EIN? If you formed your company through Pluvel, we applied for one automatically. Check **Company → Documents** for your EIN confirmation letter.
    </Info>
  </Step>

  <Step title="Add state tax accounts">
    For each state where you have employees or tax obligations, enter:

    * **State Withholding Account** — For income tax withheld from employee paychecks
    * **State Unemployment Account** — Your SUTA/SUI account number
    * **Tax Rates** — Your assigned unemployment rate (if known)
  </Step>

  <Step title="Confirm business details">
    Verify your:

    * Legal business name (must match IRS records exactly)
    * Business address
    * Entity type
    * Fiscal year end
  </Step>
</Steps>

## State tax registrations

When you hire employees in a new state, you need to register for state taxes. Pluvel can help with this.

### States with automatic registration

For these states, we can register you automatically when you add your first employee:

* California
* Texas
* Florida
* New York
* And 20+ others

When you add an employee in a new state, we'll prompt you to authorize registration.

### Manual registration states

Some states require you to register directly:

1. We provide the registration links and instructions
2. You complete registration on the state's website
3. Enter your account numbers in Pluvel

## Tax calendar integration

Your tax profile powers your tax calendar. Once set up, you'll see:

* **Filing deadlines** — Federal and state due dates
* **Payment reminders** — When deposits are due
* **Form availability** — When W-2s, 1099s, and other forms are ready

Go to **Dashboard → Compliance** to see your upcoming tax obligations.

## Changing your tax profile

### Updating tax IDs

You can update state tax account numbers anytime. Federal EIN changes are rare (usually only after a business restructure) and require verification.

### Changing entity type

If your business changes from LLC to S-Corp (or similar):

1. Update your entity type in Settings → Tax
2. We adjust withholding calculations going forward
3. Historical data remains under the original entity type

<Warning>
  Entity type changes have significant tax implications. Consult a tax professional before making this change.
</Warning>

### Multi-state expansion

When you expand to a new state:

1. Go to **Settings → Tax → State Tax Accounts**
2. Click **Add State**
3. Select the state and enter account numbers (or request registration)

## Verification and accuracy

### Why accuracy matters

Incorrect tax profile information can cause:

* Failed payroll tax deposits
* IRS and state notices
* Penalty assessments
* W-2/1099 mismatches

### Verification process

When you enter or change tax identifiers, we verify them against:

* IRS EIN database (for federal)
* State agency records (where available)

If verification fails, you'll see a warning. Double-check your numbers before proceeding.

## Access and permissions

| Role       | Can View | Can Edit |
| ---------- | -------- | -------- |
| Owner      | Yes      | Yes      |
| Admin      | Yes      | Yes      |
| Accountant | Yes      | Yes      |
| Employee   | No       | No       |

<Card title="Set up payroll taxes" icon="arrow-right" href="/features/tax/payroll-tax">
  Configure tax deposits and filing schedules.
</Card>