Tax Configuration
How tax setup and filing actually work in Greenroom — mostly through Check, not a settings form
There's no dedicated tax-configuration form
Unlike General Information or Bank Setup, there isn't a page where you add tax jurisdictions, choose filing authorization types, or set withholding preferences — that kind of settings screen doesn't exist in Greenroom today. This page explains what actually handles tax setup instead: mostly Check, Greenroom's payroll provider.
Your FEIN
Your company's FEIN is entered once, as part of General Information's Production info stage — it isn't a separate tax setting.
Employee tax withholding — handled by Check, not Greenroom
Federal (W-4) and applicable state withholding (New York's IT-2104, and NYC's sub-form for city residents) are filled out by each employee directly through Check's own hosted onboarding link — not through a Greenroom form. Greenroom deliberately doesn't build a withholding form and doesn't store filing status, allowances, or other withholding details; it only reads back Check's status per jurisdiction and displays it.
On a payee's profile, you'll see their withholding status per jurisdiction as one of:
| Status | Meaning |
|---|---|
| Complete | Check confirms this jurisdiction's withholding is filled out |
| Needs attention | Check is still waiting on the employee |
| Unknown | Not yet synced with Check |
Payroll can't be submitted for an employee until their withholding shows resolved — this is checked live against Check at the moment you submit, not just from the cached status shown on their profile.
Employer-side payroll taxes
Employer taxes — Social Security, Medicare, federal unemployment (FUTA), New York state unemployment (SUI), and MCTMT where it applies — are calculated and paid through Check as part of running payroll. They show up as a line item on funding documents and payroll reports; they aren't something you configure by jurisdiction ahead of time.
Company-level tax filing authorization
Greenroom doesn't collect a separate tax-filing authorization from you today. See Tax Authorization Forms for what was originally planned here, what actually happens instead (through Check's own hosted onboarding), and why.
SDC and USA 829
For payees who are already set up as Contractor, Loan-out, or Vendor type (never for W-2 employees — see Union Setup for why union assignment can't change that), SDC and USA 829 (United Scenic Artists) payments can be split across two different 1099 forms — 1099-NEC for their fee and 1099-MISC for advances or royalties — rather than reporting entirely on one form. See Union Setup for the full union list and Union Rate Reference for confirmed vs. pending rates. Fee/advance/royalty-based pay itself (as opposed to a weekly salary) isn't available in the product yet — see Known Gaps.
An earlier version of this page described a 'SDC-only companies' tax parameter limitation
A prior draft claimed that SDC-only companies never generate state-level employer tax parameters (like a NY unemployment EIN) because those parameters supposedly derive from CheckHQ employee work locations, plus a specific "retry mechanism" and an in-app alert about it. An exhaustive search of gr-app-next (schema, tax/withholding code, Check integration docs) found no tax_parameter concept, no such retry mechanism, and no SDC-only alert anywhere in the codebase. That claim has been removed rather than carried forward — it could not be verified and reads as invented detail, not a real product behavior.
Common issues
A payee can't be paid because of withholding
Check their tax withholding status — if any jurisdiction shows "Needs attention," they haven't finished their W-4 (or state equivalent) with Check yet. Send them the tax setup link from their profile.
Looking for a "Tax Configuration" settings page
There isn't one — see the callout at the top of this page. FEIN lives in Production info; withholding is Check's; employer taxes are calculated automatically when you run payroll.
Next steps
See Tax Authorization Forms for the history of company-level filing authorization, or continue to Adding Payees to begin building your payroll roster.