[PR] When to Initialize Tax Updates

You will want to initialize the tax update before you process your first pay period of 2026, once initialized do not go back and reprocess any prior pay period of 2025. 

Download and update taxes after you print and post the last payroll of the old year and close the year, but before you process checks for the first payroll of the New Year.

Although initializing tax routine updates makes tax rates current for the New Year, you may still need to change local taxes and rates specific to your company such as state unemployment rates.

To initialize the tax update open PR Routines select file then initialize. This will need to be done in each PR company you have.