Employee State Tax Profiles

Follow the below steps to manage your employees' State Tax profiles:

Adding State Tax Profiles via the employee profiles:

  1. Once the employee has been entered, you will land on the employee's profile.
  2. Click Taxes in the left column to go to the employee Tax Profile setup screen. 
    • Depending on the state your employee lives AND/OR works in, setup options will vary:
      • If the employee lives and works in a state that does not have State Withholding, the system will note that no additional information is needed for that state
      • If the employee lives AND works in a state that requires state income tax withholding, click Setup to enter the employee's filing status for that state 
        • Be sure to Save your changes at the bottom of the screen
      • If the employee lives in one state and works in another, two State Tax Profiles will need to be setup for that employee 
        • Be sure to Save your changes at the bottom of the screen

**If you are unsure which employee is missing a State Tax Profile, follow the steps below for adding tax profiles via the Continue Setup steps below. 

 

Adding State Tax Profiles via the "Continue Setup" option:

  1. Click Continue Setup in the top right corner of the payroll application
  2. Scroll down the page to Employees
  3. Select "Continue Setup" in the right side of the Employees box
  4. You'll be taken to the Taxes section of the first employee missing the state tax setup
    • Depending on the state your employee lives AND/OR works in, setup options will vary:
      • If the employee lives and works in a state that does not have State Withholding, the system will note that no additional information is needed for that state
      • If the employee lives AND works in a state that requires state income tax withholding, click Setup to enter the employee's filing status for that state 
        • Be sure to Save your changes at the bottom of the screen
      • If the employee lives in one state and works in another, two State Tax Profiles will need to be setup for that employee 
        • Be sure to Save your changes at the bottom of the screen
  5. "Continue Setup" will appear in the top right corner of the payroll application until all employee State Tax Profiles have been setup in the system

Managing State Tax profiles for existing employees: 

  1. Go to Employees in the top blue navigation bar
  2. Select the employee you would like to update
  3. Choose Taxes from the left column
  4. Click Manage to edit the employee's filing status
  5. Be sure to Save your changes at the bottom of the screen
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