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Issue Overview: Improving the Payroll Tax Credit Process (H.R. 3223)
One-pager on the specifics of H.R. 3223, a bill to improve the payroll tax credit process and draw clear lines of liability for payroll tax claims between PEOs and clients.
Fact Sheet: Overview of the PEO Industry
One page fact sheet containing key facts and figures about the PEO industry and an overview of what PEOs and the impact they have on businesses and communities.
Template: Letter to Lawmakers
Use this letter template to emphasize the positive impact of PEOs and the need for pro-PEO policies to lawmakers at the local, state and federal levels.
State PEO Fact Sheets
State-by-state one-pagers containing data about the PEO industry in each state, including the number of businesses using a PEO and the number of worksite employees.
Calendar: Key Opportunities for Advocacy
A comprehensive calendar of key dates that can be used as opportunities to highlight the significant role PEOs play in supporting small businesses and the economy overall.
Past IRS Update on ERTC Claims (April 2026)
This document provides additional context and practical guidance for PEOs with outstanding Employee Retention Tax Credit (ERTC) claims. It reflects information shared with NAPEO by the IRS in April 2026 regarding processing status, documentation requirements and steps members can take to move claims forward.
Annual Survey of Small Business Owners
NAPEO's annual survey of 500 small business owners and decision-makers on PEO awareness and top business concerns.
Communications Audit
Research to assess and categorize themes in narrative and messaging content across the industry and understand how PEO companies are communicating messaging around their offerings externally
NAPEO State Action Plan
NAPEO's 2026 State Action Plan as approved by the Board of Directors
NAPEO Buyers’ Guide
Discover tailored promotional opportunities designed to enhance your brand visibility and effectively reach your target audience.