Tax Return Review for Payroll Managers with Paylocity
The Problem
Senior reviewers spend hours tick-and-tying Multi-State Payroll returns against source documents and prior year — and small-dollar variances still slip through into partner review.
What We Build in Paylocity
AI reconciles each line of the return against source docs in ADP Workforce Now and the prior year, explains variances over 5%, and produces a review workpaper the senior can sign off on — cutting review time in half. Purpose-built for teams running Paylocity — uses the native API or agent integration so nothing leaves the system of record.
Paylocity Integration Approach
Audit your Paylocity configuration
We map the specific Paylocity objects, custom fields, and workflows the automation needs to touch for your multi-state payroll practice.
Build on the Paylocity API or agent
Integration happens inside Paylocity — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Paylocity with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Paylocity instance
30-minute call. We'll look at your actual Paylocity setup and show exactly how this workflow fits.