Q1 2026 Quarter_End Payroll Deadlines_ Tax IDs and Tax Variances

OVERVIEW

It's important to have these Payroll Deadlines in mind as you close out your company's books for Q1 2026.

TARGETED DEADLINES

Final Payroll Corrections

• The cut-off is 5:00 p.m. ET on April 1st, 2026 - Fees may apply if you are responsible for the change. Any Q1 2026 adjustments driven by you after this date will require an amendment and applicable fees will apply. Refer to Payroll Corrections for instructions.

Third-Party Administrator Access​​​​​ for Tax Jurisdictions

• Account Maintenance Disclaimer: If we do not receive Third Party Administrator (TPA) access by April 1st, 2026, any penalties and interest associated with paper filings and late payments will be your responsibility.

  Tip:

  Colorado SUI, Massachusetts SUI, Minnesota SUI, New Mexico SUI, Philadelphia, and Puerto Rico SIT/SUI specifically require TPA to file tax returns. Refer to the State Tax Guides section of our Namely Toolkit: Tax Services for more information.

Missing Tax IDs

• If the tax EIN is not received or there are uncollected funds from “applied for” status by April 1, 2026, any penalties and interest incurred for late filings or payments will be your responsibility. Submit a case in ClientSpace using the following Taxonomy Payroll>Tax Services>Applied for Recollection in order to electronically file an "Applied For" status with a new EIN. Refer to Non-Collection of Taxes with IDs in "Applied for" Status & Tax Validation for information about the penalties for missing Tax IDs and uncollected funds for taxes left in "Applied For" statuses. Cases submitted after April 1st, 2026 will be placed ON HOLD until we have completed Q1 2026 filings.

Note: Namely cannot make payroll tax deposits or file payroll tax returns without the federal, state, and local agency-assigned account numbers, payment numbers, and/or agency authorizations as directed per the individual state jurisdiction. If Namely is not promptly provided the necessary information, Namely will not be responsible for penalties and interest due to late payments and filings.

Variance Collection and Company Tax Packages

• Company Tax Packages will be uploaded no later than the end of the day on April 13th, 2026.

• Variance Collection will occur on or about April 15th, 2026. Refer to Tax Variance Process and Calculations and Namely Recommended: Quarter End Payroll and Tax Validation Guide for more details.

• If there are payroll corrections or changes in progress, your package will be uploaded by April 127th, 2026. The variance collection date will be communicated individually based on when the company package was posted.

Back Filing Request for Prior Quarters (or current quarter requests after April 1st 2026)

• Please note that to ensure timely filing of Q1 2026 tax returns, all prior quarter back-filing requests will be placed ON HOLD in ClientSpace beginning March 25th, 2026.

• Back filing cases that are ON HOLD will resume processing on May 5th, 2026, in the order they were received.

 

DISCLAIMER: If Namely is provided information from a specific Tax Agency regarding an invalid account status for any of the tax codes within your tax profile, Namely will be changing the tax ID/status to "Applied For" until you're able to resolve the tax account status issue. In addition, any previously collected liability that is unable to be filed to the agency will be refunded if the agency cannot accept the funds with an inactive status. This process is being put into place to ensure you know there are outstanding issues with your company's tax account(s), as well as to ensure Namely doesn't collect tax liability that we cannot remit due to the tax account status issue. If we cannot file on your behalf for any tax jurisdictions, you will receive separate communication with the jurisdiction and reason for the rejection.