How to Edit Payroll Tax Settings for Your Team

As a Payroll Admin, you can easily update your team's:

• Dependents
• Other expected income
• Filing status
• Expected deductions

W-2 Employees can update their personal tax settings at any time in the Homebase mobile app or through their web browser. 

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Editing Payroll Tax Settings for Your Team

1. Navigate to the employee's profile in the Team > Roster
2. Click into the Personal Information tab
3. Scroll down to the Tax Withholdings section
4. Click Update Federal W-4
5. Choose to either send a request to the employee to enter their personal settings, or click "Add Federal W-4 Details" to enter them manually 
6. If entering the settings manually, you'll fill in the boxes of a W-4 directly in Homebase.
   1. This will not generate a pdf document of the W-4 - we recommend keeping a paper copy signed by your employee at your business or uploading it to their Documents tab for record keeping purposes
7. Click Save.

Once updated, tax settings are applied to payrolls processed moving forward. Settings changes will not impact already submitted payrolls. 

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See Also

For additional information regarding income tax settings and the calculation of these taxes, see here.