Document pack
2027 Payroll Tax Setup Checklist: SUTA and FUTA Workbook, State Registration Checklist, Rate Notice and Wage Base Log, Quarterly Filing Calendar
Get state unemployment accounts, rates, wage bases and quarterly dates right before the first 2027 payroll.
$15 one time · Word and PDF · download link by email
Who it is for
Small business owners, office managers and bookkeepers who run payroll in one or more states and need state and federal unemployment tax set up for 2027.
Not the right fit if
Not a payroll service and it does not file returns for you; your own rate comes from your state's rate notice, and most 2027 wage bases are announced in December.
Why it is different
- Covers all 50 states and DC from each state unemployment agency's pages and the US Department of Labor, checked November 2026.
- 2027 wage bases not yet published are marked 'Not announced', never estimated, with a cell to enter them when the state posts them.
- The workbook's quarter-by-quarter SUTA and FUTA match the free online calculator to the cent.
What is inside
- SUTA and FUTA workbook (Excel). State picker with the 2026 and 2027 wage bases and new employer rate; a staff list that shows SUTA and FUTA per employee per quarter, the quarter each base is reached, and quarterly totals.
- Start here. Your first hour, how SUTA and FUTA fit together, and every state's 2026 and 2027 wage base, new employer rate, rate range and employee share.
- State registration checklist. What to have ready, each state's agency and the registration link we confirmed, and a record of your accounts.
- Rate notice and wage base log. How to check a rate notice, every state's new employer and industry rates and extra assessments, and logs for notices and base changes.
- Quarterly filing calendar. The report dates the official pages confirm, a 2027 quarter-by-quarter checklist, and a filing log.
A look inside
The first pages, as you will get them
Get it
2027 Payroll Tax Setup Checklist
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not tax or legal advice. Use the rate on your state notice and confirm bases, rates and dates with the state agency, your payroll provider or a tax professional. Not affiliated with any government agency. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Questions
Common questions
What do I get and how is it delivered?
The 2027 Payroll Tax Setup comes as a zip with four documents, each as an editable Word file and a printable PDF: Start Here, State Registration Checklist, Rate Notice And Wage Base Log, and Quarterly Filing Calendar, plus an Excel workbook (SUTA FUTA Workbook). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Is this legal or tax advice?
General information, not tax or legal advice. Use the rate on your state notice and confirm bases, rates and dates with the state agency, your payroll provider or a tax professional.
Is it the right fit for me?
It is made for small business owners, office managers and bookkeepers who run payroll in one or more states and need state and federal unemployment tax set up for 2027. Skip it if not a payroll service and it does not file returns for you; your own rate comes from your state's rate notice, and most 2027 wage bases are announced in December.
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