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March 5, 2026

March 5, 2026

Explore new Roth Simple IRA benefits, filing API updates, and enhanced CheckAI features for partners.

New Benefit Type: Roth Simple IRAs

We have added a new benefit type (roth_simple_ira) for Roth contributions to Savings Incentive Match Plan for Employees Individual Retirement Account (SIMPLE IRAs). Roth contributions to SIMPLE IRAs were allowed by Section 601 of the Secure 2.0 Act.

Refer to Types of Benefits for the full list of supported benefit types.

Benefit and Workplace Corrections in Console

We have enabled new tools in Console for submitting corrections to benefit contributions and earning workplaces on approved payrolls. These can be found on the Payrolls page, under a new tab labeled Corrections.

Previously, partners would have been required to submit corrections to benefit contributions or earning workplaces via a corrections template in Zendesk. These new Console flows enable partners to easily select and remap benefits or workplace in bulk across paydays for a number of employees.

For instructions on how to use the new Console tools, refer to the Submitting payroll corrections guide in the Help Center.

Adding submitted status value to the Filing API

We are introducing a new submitted status to the Filing API that provides visibility into filings that have been sent to the agency but are not yet accepted. This will be available in Sandbox on March 16th and will merge to production on March 30th.

What is changing:

  • The Filing API now supports five statuses: inapplicable, pending, blocked, submitted, and filed
  • The new submitted status indicates a filing has been sent to the tax agency and is awaiting processing. The definitions of the other statuses are unchanged.
  • The filing date (when a filing was submitted to the agency) is available via the status_history array. Use the most recent entry where status = "submitted" and read its status_at value. We recommend labeling this as "Filing Date" in your UI.
  • filed_at continues to represent when the agency accepted the filing

What you need to do:

  • If you filter by status: Add submitted to your recognized statuses
  • If you display filing status: Add a display treatment for submitted
  • If you display a filing date: Use status_history to extract the submitted date (see API documentation below)

CheckAI supports additional actions

We've expanded CheckAI with 29 new actions across 6 resource types, giving partners more self-service capabilities directly through the AI assistant.

What's New

  • Pay Schedules — List, view, create, update, and delete pay schedules, plus retrieve upcoming paydays for a schedule.
  • Employee Benefits — Full management of employee-level benefit enrollments: list, view, create, update, and delete.
  • Company Benefits — Configure and manage company-level benefit plans with list, view, create, update, and delete support.
  • Post-Tax Deductions — Set up and manage post-tax deductions (including miscellaneous and child support types) with list, view, create, update, and delete actions.
  • Earning Rates — List, view, create, and update earning rates for employees.
  • Earning Codes — List, view, create, and update company earning codes.

For more details on what CheckAI can do, visit our Help Center for details.

Automation of Refiles + Delayed Filings

We’re changing how refiles and delayed filings are processed, effective April 1, 2026.

  1. Refiles & delayed filings will be automated

      2. Previously, refiles and delayed filings (e.g. EIN change, Tax ID provided, Bad → Good Standing) had to be requested by submitting a Zendesk ticket to our team. Starting April 1, Check will automatically detect and process these on your behalf without any action needed from you. This means less operational overhead for your team and faster resolution for your customers.

  1. Billing implications

      2. Because these filings will now be processed automatically, your invoice will include charges for any delayed filings and refiles we process on your behalf, including those not directly requested or submitted by you. If you do not want us to process a given filing, please reach out in Zendesk asking us to block it. As a reminder, these charges appear under delayed_filing in the Usage API and on your invoice.

What this means for your upcoming invoices:

  • Starting with your May invoice (sent in early May), you may see charges from automatically processed refiles and delayed filings for April usage. We will be waiving any fees related to refiles or delayed filings from Jan’26-Mar’26.

You can find details on these events in the Usage API. If you have questions or want help understanding the impact, please reach out to growth@checkhq.com.

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March 26, 2026 March 12, 2026