As an administrator, you can update an employee’s state or federal tax withholding information for payroll calculations if the employee completed the tax form outside of the system.

Step 1: Access the Employee Record

1. In Payroll, click People.
2. Click the employee’s name to open their profile.

Step 2: Review their Locations

Federal, state, and local tax forms are automatically assigned based on the employee’s work locations listed on the Locations tab and the residence address entered on the Employee Information tab.

Review the employee’s locations to ensure that all jurisdictions in which the employee works or resides are included. If a required tax form is missing, add the appropriate work location to the employee’s record on the Locations tab.

Step 3: Update Tax Setup

1. Navigate to the Tax Setup tab.
2. Complete the acknowledgment to confirm receipt and understanding of the applicable compliance requirements.
   • Click the applicable tax form and update fields as needed, such as filing status, exemptions, allowances, and additional withholding amounts, to ensure accurate payroll tax calculation. Click Save once updates are complete.

Once saved, the changes take effect immediately and will be applied to the employee’s next payroll run.

Important Notes

• If any tax-related fields are locked or uneditable and changes are needed, please contact Support for assistance.
• Always verify both the residential address and work location for accurate tax withholding.