Current Period Jan 1 - Jan 15, 2026
Total Hours 642.5 hrs
Regular Pay $18,450.00
Location Premiums $2,340.00
Total Payroll $20,790.00

Location-Based Pay Breakdown

Location Hours Base Rate Premium Effective Rate Total
Main Office Standard Rate 245.0 hrs $28.00 — $28.00 $6,860.00
Downtown Site Premium +25% 180.5 hrs $28.00 +$7.00 $35.00 $6,317.50
Factory Floor Hazard +50% 125.0 hrs $28.00 +$14.00 $42.00 $5,250.00
Warehouse Standard Rate 92.0 hrs $28.00 — $28.00 $2,576.00

Employee Payroll Details

Employee Regular Hours Overtime Base Pay Premium Deductions Net Pay
MJ
Mike Johnson Technician
80.0 hrs 5.5 hrs $2,240.00 $385.00 -$425.00 $2,200.00
SK
Sarah Kim Senior Tech
75.0 hrs 0 hrs $2,100.00 $525.00 -$380.00 $2,245.00
TB
Tom Brown Technician
82.0 hrs 2.0 hrs $2,296.00 $168.00 -$395.00 $2,069.00
AL
Amy Lee Installer
72.5 hrs 0 hrs $2,030.00 $0.00 -$340.00 $1,690.00

Tax Forms & Deductions

ā— Auto-Tracking Active

Federal Forms

W-4 Employee Withholding 12 employees on file
Complete
W-4 Updates Needed 2 employees need updates
Action

State & Local

State Tax Forms CA, NY, TX on file
Complete
Local Tax Forms 3 jurisdictions
Complete

Year-End Forms

W-2 Forms (2025) Due Jan 31, 2026
Prep
1099-NEC Forms 3 contractors
Prep
šŸ’°

Phoenix AI Found Potential Tax Savings

Based on your employee profiles and business structure, we've identified $12,450 in potential annual tax savings through optimized deductions and credits.

Work Opportunity Tax Credit (WOTC) +$4,800/yr
Employee Retention Credit +$3,200/yr
Small Business Health Care +$2,450/yr
Retirement Plan Contributions +$2,000/yr

Automatic Deductions by Employee

Employee Federal Tax Social Security Medicare State Tax Local Tax Benefits Total Deductions
MJ
Mike Johnson Single, 0 allowances
$285.00 $151.80 $35.50 $95.00 $28.50 $125.00 $720.80
SK
Sarah Kim Married, 2 allowances
$195.00 $151.80 $35.50 $78.00 $23.40 $185.00 $668.70
TB
Tom Brown Head of Household, 1 allowance
$245.00 $151.80 $35.50 $88.00 $26.40 $75.00 $621.70
AL
Amy Lee Single, 1 allowance
$215.00 $151.80 $35.50 $82.00 $24.60 $95.00 $603.90

Available Tax Credits & Incentives

Auto-Detected
šŸŽÆ Available

Work Opportunity Tax Credit

Hire from targeted groups and claim up to $9,600 per employee

Up to $9,600/employee 3 eligible hires
šŸ„ Active

Small Business Health Care

Credit for providing health insurance to employees

50% of premiums 8 employees covered
šŸŽ“ Available

Education Assistance

Deduct up to $5,250 per employee for education expenses

$5,250/employee 2 employees enrolled
šŸ¦ Upcoming

Retirement Plan Startup

Credit for starting a new retirement plan for employees

Up to $5,000/yr 3 year credit

Payroll History

Dec 16 - Dec 31, 2025 Processed
$19,845.00 Jan 2, 2026
Dec 1 - Dec 15, 2025 Processed
$20,120.00 Dec 17, 2025
Nov 16 - Nov 30, 2025 Processed
$18,950.00 Dec 2, 2025