Edit State Income Tax Details for a Person

As the payroll administrator, you can edit state income tax settings for employees who are active for uAttend payroll. Only taxes with the State Income Tax liability type are editable.

Fields may include:

• Number of exemptions
• Filing status
• Extra withholding
• Special flat rate
• (Arizona only) Fixed Rate Allowance
   

Before You Begin 

• Your account must be fully onboarded for uAttend Payroll. For more information on uAttend Payroll, see our uAttend Payroll FAQs.
• Only payroll administrators can update this information. If you are not the payroll administrator for your account, reach out to your admin.
• The employee must be active for payroll.
• State Income Taxes must already be assigned to the employee. For more information on assigning taxes, see Add or Remove Payroll Taxes.
• State taxes must be set up at the company level before they can be assigned to an employee.

To edit state income tax details for a person:

1. Log in to the web portal as the payroll administrator. 
2. Navigate to the People tab.
3. Click the person's name.
4. Select Job and Pay from the left-side menu.
5. Click the Tax Settings tab.
6. Scroll to the State Taxes section.
7. Click the arrow icon to expand the State Income Tax row.
8. Review and update the tax settings: 
   • Filing Status 
   • Number of Exemptions 
   • Special Flat Rate
   • Extra Withholding
9. Click Save to apply the changes.

When will changes take effect?

Updates to taxes apply to payroll based on when the change is made:

• Before running payroll: Changes made before a pay run is started will be included in that pay run.
• During a pay run: If payroll is already in progress, changes will apply starting with the next pay run. To apply changes to the current pay run: delete the pay run, make the updates, and restart it.
• After submitting payroll: If the pay run has already been submitted, contact us to request changes.