You can complete tax registrations for any US state and Washington, DC, through Pilot. This feature is available for Pilot administrators. It is currently available for companies that use Gusto as their US payroll provider, and we'll be adding more providers soon. There is no cost to add this feature to your account. However, you'll be responsible for paying agent and registration fees, which vary by state.
💡 This feature is in beta and available by request only. Please contact your Customer Success Manager or firstname.lastname@example.org to enable it for your account.
To complete a state tax registration:
Contact our support team at email@example.com to let them know you’d like to complete a state tax registration. They will add a payroll integration to your account, so that you can connect your Pilot account to Gusto. Then, follow the instructions in this help article: How to connect my Pilot account with my US payroll.
Once your payroll integration is complete, go to Company and click the 'Tax registrations' tab. You’ll see a list of states in which you have employees.
In the State section, click ‘Connect Middesk’ in the upper right-hand corner. You’ll be taken to a sign-in page for Middesk, our state registration partner. Sign in to Middesk if you already have an account. Otherwise, click ‘Sign up here’ to create a Middesk account.
After you have signed in to Middesk, go to Company and click the 'Tax registrations' tab. For each state shown where you have employees, you can click “Register in [state]” to register in that state using our partner Middesk. If your company is already registered there, you can mark “I’m already registered…” for that state.