Skip to content
Rubric Financial

Payroll

Tax Withholding

Income and payroll tax an employer takes out of each paycheck and remits to the government on the employee's behalf.

The U.S. tax system is pay-as-you-go, and withholding is how W-2 employees pay as they go. Each paycheck, the employer deducts federal income tax (based on the employee's Form W-4), the employee's share of FICA, and any state and local income tax, then deposits those amounts with the tax agencies on a strict schedule.

Withholding is a prepayment, not the final tax — the annual return settles up. Where owners get burned is supplemental income: bonuses, RSU vests, and option exercises are typically withheld at a flat federal supplemental rate (22% below $1M) that is far below a high earner's actual marginal rate, producing a large balance due at filing.

Business owners paid on K-1s or Schedule C have no withholding at all — they cover the same obligation through quarterly estimated tax payments. S-corp owner-employees can use extra W-2 withholding late in the year as a planning lever, since withholding is treated as paid evenly through the year regardless of when it happened.

Common pitfalls

  • Leaving the W-4 untouched after a raise, a second household income, or large equity vests — the default tables won't keep up
  • Assuming the 22% supplemental withholding on a bonus or RSU vest covers the tax — top-bracket earners owe the difference in April
  • Missing federal deposit deadlines as an employer — payroll tax deposit penalties escalate fast and the trust-fund recovery penalty reaches owners personally

Related service

Visit relevant service

Have a Tax Withholding situation in your business?

We'll show you how this applies to your specific facts — and scope a plan if you want us to handle it. Fixed monthly fee, tailored to your needs.

Talk to a partner
Call