Tax Account Management Planner

A detailed framework to plan your compliance calendar—for active, accessible, and stress-free tax accounts all year.
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Stay ahead of every payroll tax obligation.
  • Map your calendar around key compliance checkpoints so nothing slips through the cracks
  • Check state and local tax responsibilities for new hires
  • Keep your tax accounts healthy between filing cycles with a monthly portal check
  • Systemize your quarterly filing cycle and “close the books” routine
  • Plan an annual tax account management compliance reset before the new year

Ready to streamline your payroll tax compliance?

Learn how you can take control of your state and local taxes—and prevent surprise penalties—with Tax Account Management by Mosey.

All the information you require

Do you cover every state and city?

Answer goes here.

How do you make sure all our mail is in one place?

Instead of receiving snail mail at your home or business location, you can receive mail virtually in your Mosey app. If you already have state accounts open, you can update those to start receiving your state mail in Mosey. When Mosey automates new accounts for you, we'll list your Mosey mailroom address. Additionally, you can make Mosey your Registered Agent for both existing registrations with the Secretary of State, or when automating foreign qualification in Mosey. You'll receive a notification whenever a new piece of mail is scanned and delivered to your mailroom. All mail can be downloaded as a PDF, or assigned to a member of your team. Most importantly, it is all kept securely in one spot so you'll never miss a notice.

We've already registered in some states. Why would we need Mosey after that?

You can import information for states you’ve already registered in, and Mosey will monitor new and recurring requirements for your business in those locations — and add more as you grow. But compliance is ongoing. As your business changes, you will hit new thresholds for state and local requirements (i.e., once you have five employees in Illinois, you are required to offer an employer-sponsored retirement plan). There are also new requirements being established constantly by these agencies (i.e., salary transparency on job postings in many states began in 2023). Using Mosey you can stay in compliance as your business grows and as state and local requirements change.

Do you integrate with payroll providers?

We integrate with all major payroll providers (80+ and counting).

How long will it take to get up and running?

Mosey offers different onboarding options for different plans. Self-serve takes minutes. More complicated businesses work with our customer success team to rapidly consolidate their systems and set up Mosey in a couple weeks.