OmegaOS
Client Pipeline Portal
Full-service accounting, tax, payroll & compliance for Arizona businesses — gas stations, casinos, liquor stores, bars & startups. From first contact to recurring revenue.
2432 W Peoria Ave, Ste 1003 • Phoenix, AZ 85029 • 602.726.0007 • omegaos.co
Client Pipeline & Onboarding
5-step onboarding workflow, IT partnership, Stripe billing, AZ TPT compliance, and go-live checklist.
Podio Workspace Blueprint
Field-by-field specs for 7 Podio apps, views, automations, and 16 Zapier integration recipes.
Compliance Center
Arizona state and federal tax, payroll, and business compliance requirements for OmegaOS operating in Phoenix, AZ 85029. Data sourced from azdor.gov, az.gov, and irs.gov.
🏛 Arizona Transaction Privilege Tax (TPT)
| Item | Detail |
|---|---|
| State Rate | 5.6% |
| Maricopa County | 0.7% |
| City of Phoenix | 2.8% |
| Combined Retail Rate | ~8.6% (Phoenix 85029) |
| Prop 104 Threshold | $14,338 (effective Jan 1, 2026) |
| TPT License | Required per location — apply at AZTaxes.gov |
| E-File Requirement | MANDATORY if annual liability ≥ $500 (5% penalty for paper) |
| Accounting Credit | 1.2% of tax due, max $12,000/year (e-filers only) |
Filing Frequency
| Annual TPT Liability | Filing Frequency | Due Date |
|---|---|---|
| Less than $2,000 | Annual | By last day of month following year-end |
| $2,000 – $8,000 | Quarterly | By last day of month following quarter-end |
| Over $8,000 | Monthly | By 20th of following month |
Model City Tax Code — Section 465 Retail Exemptions
Phoenix follows the MCTC. Key retail exemptions include: (a) sales for resale, (b) food for home consumption, (e) prescription drugs, (g) machinery/equipment for manufacturing, (j) motor vehicle fuel, (p) sales to government entities, (yy) marketplace facilitator transactions. Full list at modelcitytaxcode.az.gov.
💰 Arizona Employer Withholding
| Form | Purpose | Due Date | E-File |
|---|---|---|---|
| A1-QRT | Quarterly withholding return (reconciles payments made during quarter) | Last day of month after quarter | Required via AZTaxes.gov |
| A1-R | Annual reconciliation (reconciles full-year withholding) | January 31 | Required via AZTaxes.gov |
| A1-APR | Annual payment return (for annual filers only) | February 28 | Required via AZTaxes.gov |
| A1-E | Employee withholding election (AZ equivalent of W-4) | Upon hire / change | Retained by employer |
| UC-018/020 | Unemployment tax (DES) | Quarterly | Via UI Tax website |
🏢 Arizona Business Licensing
| Requirement | Where | Notes |
|---|---|---|
| Entity Registration (LLC/Corp) | AZ Corporation Commission | Must be in good standing before any other licenses |
| AZ Business One Stop | businessonestop.az.gov | Single portal for state registrations, TPT, withholding |
| Phoenix City Business License | City of Phoenix | Required for businesses operating in Phoenix |
| TPT License | AZTaxes.gov | Per-location; required for any taxable activity |
| Contractor License (if applicable) | AZ Registrar of Contractors | Required if labor + materials > $1,000 or permit needed |
| Professional Licensing | Board of Technical Registration | For accountants, engineers, surveyors (if applicable) |
🇸🇲 Federal IRS Forms & Requirements
| Form | Purpose | Key Requirements | Submit |
|---|---|---|---|
| Form 2848 Power of Attorney | Authorizes CPA/EA to represent client before IRS on specific tax matters | Requires representative's CAF number, PTIN, specific tax types & periods on Line 3. Joint filers need separate forms. Recorded on Centralized Authorization File. | IRS.gov/Submit2848 |
| Form 8821 Tax Info Auth | Authorizes viewing of client's tax info only (no representation rights) | Does NOT allow advocacy or signing. 120-day validity for non-tax-matter use. Auto-revokes prior auths unless Line 5 checked. | IRS.gov/Submit8821 |
| Form 8655 Reporting Agent Auth | Authorizes payroll agent to make federal tax deposits and file employment returns | Required for third-party payroll processing. Agent must be enrolled in EFTPS. | Mail/fax to IRS |
| W-9 | Request for TIN and certification | Required from all clients for 1099 reporting | Retained by requester |
| EFTPS | Electronic Federal Tax Payment System | Required for all federal tax deposits (payroll, estimated). Enrollment takes 5-7 business days. | EFTPS.gov |
| IRS e-Services | Online tools for tax professionals | E-file, TIN matching, transcript delivery. Requires PTIN and EFIN. | IRS e-Services |
📝 DocuSign Compliance Envelope — 14 Forms
All forms sent as a single DocuSign envelope during onboarding Step 2. Client signs digitally; completed docs auto-route to Google Drive.
| # | Form | Authority | Purpose |
|---|---|---|---|
| 1 | Engagement Letter | Omega | Defines services, fees, responsibilities |
| 2 | IRS Form 2848 | IRS | Power of Attorney |
| 3 | IRS Form 8821 | IRS | Tax Information Authorization |
| 4 | IRS Form 8655 | IRS | Reporting Agent Authorization (payroll) |
| 5 | AZ Form A1-E | AZDOR | Employee Withholding Election |
| 6 | W-9 | IRS | TIN & Certification |
| 7 | Direct Deposit Authorization | Omega | Payroll direct deposit setup |
| 8 | Bank Access Authorization | Omega | Read-only bank feed (Plaid) |
| 9 | Prior Return Release | Omega | Authorization to obtain prior returns from previous preparer |
| 10 | Business Info Questionnaire | Omega | Entity type, fiscal year, state registrations |
| 11 | Payroll Setup Form | Omega | Pay frequency, employee list, benefits |
| 12 | Insurance Needs Assessment | Omega | Current coverage, gaps, referral interest |
| 13 | IT Services Opt-In | Omega/IT Partner | Managed IT trial program enrollment |
| 14 | Privacy & Data Consent | Omega | Data handling, Plaid access, third-party sharing consent |
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