COVID-19 Tax Deferral Waive

Includes instructions to apply for eligible tax deferrals stemming from government relief efforts from COVID-19, including a link to our digital Tax Deferral Request form, which is required to opt into the program.

Recent legislation from the federal and state governments stemming from COVID-19 pandemic relief efforts have included the option to defer tax payments in certain jurisdictions.

STAY UP TO DATE:

Always stay up to date with COVID-19: Consolidated Appropriations Act Updates for 2021. 

If you're interested in deferring any eligible payments, Namely can cease collecting and remitting taxes going forward and process refunds for any payments that have already been collected, but not yet remitted.

To opt into an available tax deferral:

  • Submit a case in the Help Community to access our Tax Deferral Request form and have an authorized representative for your organization:

    1. Complete all fields related to federal and state deferrals,

    2. Download, sign, and upload the Tax Deferral Waiver,

  • Upon receipt of the case, Namely will begin to stop collections for all current and future jurisdictions and tax types offering deferral periods and begin processing any necessary refunds. Please see the following Help Community articles for more information on federal and state deferral provisions:

    1. COVID-19: Employer Social Security Payment Deferrals

    2. COVID-19: Deferred State Tax Payments

Notes:

  • We will be accepting requests for Q1 state deferrals/refunds through 5PM EST on April 21, 2020; after that, we will be working to finalize quarter-end processing and unable to accept additional refund requests for Q1.  The Tax Deferral Waiver will continue to be valid for any Q2 state and federal deferrals that are available.

  • If you're a recipient of the Paycheck Protection Program (PPP) loan administered by the Small Business Administration (SBA), you may defer Social Security taxes for the eight-week loan period. If your loan is forgiven, you cannot defer taxes from the forgiveness date onward, and you must advise Namely so that we may resume collecting employer Social Security taxes.