Employee Federal & State(s) Taxation Information

Prerequisites:

• Have set up at least one (1) "Tax State(s)" in the employee profile
• Have your employees' federal and/or state(s) taxation information handy

Solution:

1. Navigate to Payroll Employees > Employee List.
2. Select an employee using the three (3) dots next to their name on the right side of the screen.
3. Select the 'Federal Tax' tab.
   
4. Enter all relevant information.
5. Select the 'State(s) Tax' tab. Your employee's "Tax State(s)" will appear here*. If there are more than one, they will appear as different sections to be expanded. (*see Important Notes below)
   
6. Enter all relevant information.
7. Click the save icon to save your changes.

Important Notes:

Some states do not use the W4 form. For these states, there will be no information to be entered in the 'State(s) Tax' tab. As of the posting of this article, the following states do not require information to be entered: 

• Alaska 
• Florida 
• New Hampshire 
• South Dakota
• Tennessee
• Washington
• Wyoming