Who can use ZenTax
ZenTax is available to users whose organization has the required filing access. The options shown on the dashboard depend on the services enabled for your account.
Open ZenTax from Zenople
Sign in to Zenople. -> Zenople opens your authorized home page.
Open the ETC/Shortcuts panel. -> The panel displays the applications and shortcuts available to you.
Select ZenTax. -> ZenTax opens in a new application window and loads your organization access.
Wait for the dashboard to finish loading. -> The dashboard displays the filing areas and the companies available to your account.
If ZenTax does not open, the application reports that your session has expired, or the expected company is missing, sign out and sign in to Zenople again. If the problem continues, contact Aqore Support.
Dashboard overview
The dashboard is the starting point for both filing branches:
Tax Filing opens quarterly filing.
Year-End Filing opens annual filing.
Company and year selections are loaded for the organizations available to your account.
Filing history shows previously created or processed filings when history is available.
The Year-End Filing dashboard tab may display an unavailable message even when the dedicated Year-End Filing option is available. Use the dedicated option when it is present.
Where the data comes from
ZenTax uses information that has been prepared in Zenople, including:
Company and organization information.
Payroll periods and reporting frequency.
Employee records.
Wages, taxes, deductions, and jurisdiction information.
State and local filing information.
Processed quarterly or year-end batches.
Existing filing corrections and submission history.
ZenTax also asks you to enter or confirm filing-specific information, such as:
Required filing parameters.
Federal form details.
Form 8879-EMP information when shown.
Year-end company setup values.
Submitter contact information.
Agency credentials or authorization choices when you select a manual filing path.
Keep source data current
Correct employee, payroll, company, or jurisdiction information in Zenople. -> The source record is updated in the payroll system.
Process or reprocess the applicable batch in Zenople. -> ZenTax can use the updated batch information.
Return to ZenTax and select the same company, form, year, and period again. -> The latest available information is loaded.
If the latest information does not appear, use the sync or re-sync support instruction shown on the screen and contact Aqore Support. Do not create duplicate filings while waiting for a refresh.
Before you start
Have the following information ready:
The company and filing year.
The applicable quarterly period or year-end form.
Payroll data that has been reviewed and processed.
State and local information, when applicable.
The authorized contact's email and phone number.
Any agency credentials required for a manual filing path.
Review the selected company and period before saving corrections or submitting a file. A correction made for the wrong company, year, or period may require a separate amended filing.