Add or edit employee tax details

Changes to an employee’s tax profile reflect on the next pay period. If information is missing from any employees’ Tax Details page, this may affect their calculations and deductions.

United States

Canada

United States

When you add a new employee to your payroll, enter their tax details using the Form W-4 they completed. Learn more about Form W-4.

        1. On the left-side menu, click Payroll > Employees.
        2. Click the name of the employee.
        3. Click Tax Details.
        4. Fill in the required details.
        5. Click Save.

When an employee works from another state, the employer portion of their taxes may differ from your state's amount. Learn how to enter your details in Update your business tax profile.

Canada

When you add a new employee to your payroll, enter their tax details using the federal and provincial or territorial TD1 forms they completed. Learn more about TD1 forms.

        1. On the left-side menu, click Payroll > Employees.
        2. Click the name of the employee.
        3. Click Tax Details.
        4. Fill in the required details.
        5. Click Save.

If your employee is exempt from CPP, click Change Status and enter an effective date. You can restart their contributions anytime. Learn how to mark an employee as exempt from CPP.