Tax Filing Status for Employees

Version 1.1 by christie w on 2023/02/01 16:35

There are no taxes being assigned to new employees that are entered into the program.


    • Go to the "Payroll Items" screen.

    • Select the employee from the list and place a check mark in front of all items that would apply to the employee.

    • Select "New Employee Settings" in green at the top of your employee listing and then select all items that would apply to a newly entered employee.

      The items selected will automatically be assigned to future employees entered into the program.

Learn how to assign tax filing status to existing and future employees.


    • Return to the "Employee Information" screen, select the employee from the list and select their Filing Status for the taxes.