How to Add Tax Info to an Employee Record

Add Tax Info to an Employee Record

This section of the course will walk you through how to add tax information to an employee record. First, ensure that all roles that need access to the employee Taxes tab have it. Click on Configure→ Security→Configure Roles→Select the role that needs access→Desktop Security→Expand Employees→Taxes checkbox and Save.

1. With the employee record open, click on the Taxes tab

2. Locate the “Federal Taxes” section and enter the information as indicated below (if applicable).

3. Select the Filing Type from the drop-down.

• Note: choices include Single, Married or Head of Household.

4. Add any Witholding Allowances (required).

• Helpful Hint: Enter a “99” here for individuals who should receive a 1099 tax form instead of a W2.

5. Locate the “State 1 Taxes” section and enter the information as indicated below (if applicable).

6. Select the Tax Type from the drop-down. Note: this is the state selection.

7. Select the Filing Type from the drop-down. Note: selections may vary depending on the state selection.

8. Add any Witholding Allowances (required).

• Helpful Hint: Enter a “99” here for individuals who should receive a 1099 tax form.
  • Note: Optional Fields for “Additional W/H Amount” & “No. of Dependents” are available. State 2 Taxes is available if information is required for a second state filing. Local Taxes section is available if applicable.

9. Click on the Save button

Federal Taxes

State Taxes