Manage Payroll Tax Settings Follow
As the payroll administrator, you can view, assign, unassign, and update payroll tax settings directly from a person's profile in the uAttend web portal. This feature is available for any active person who pending or onboarding for uAttend Payroll.
In this article:
- Who Can Edit Tax Settings
- Locating Tax Settings
- How Taxes Are Displayed
- What Tax Details You Can Manage
- When Changes Take Effect
Who Can Edit Tax Settings?
Only the Payroll Administrator for the account can view and update tax settings in uAttend. If you are not the payroll administrator, reach out to your account administrator for assistance.
Locating Tax Settings
Federal, State, and Local taxes are located in the Tax Settings tab of the Job and Pay section within a person's profile. The Tax Settings tab appears only when your account is ready to process payroll and the employee is pending or onboarding for Payroll.
To view a person's assigned taxes:
- Log in to the web portal as the Payroll Administrator.
- Navigate to the People tab.
- Select the person's name to go to their profile.
- Click Job and Pay in the left navigation menu.
- Select the Tax Settings tab near the top of the profile.
How Taxes Are Displayed
Taxes are grouped based on government level - Federal, State, Local, and State Unemployment Tax (SUTA) - within the Tax Settings tab of an employee's profile.
Each tax applied to the person is listed in its respective section. If a tax name is long, it may be shortened in the list view; hover over it to see the full name. Click the expand icon (if available) to update editable settings or view additional details, such as exemptions or additional withholdings.
Understanding Add vs. Assign Tax Terminology
Adding or removing a tax refers to company‑level tax setup. Adding a tax makes it available to assign to employees. Removing a tax makes it unavailable to all employees.
Assigning or unassigning a tax applies to individual employees. A tax must be added to the company before it can be assigned to an employee.
What Tax Details You Can Manage
While company‑level tax changes, such as adding or removing taxes, must be requested through the Contact Us form, payroll administrators can assign or unassign taxes for eligible employees directly in the portal, subject to payroll timing restrictions.
Adding or Removing Taxes at the Company Level
Adding or removing taxes for the company is a structural change that affects tax availability across all employees. These changes must be submitted through the Contact Us form and cannot be completed directly in the portal.
For detailed instructions and impact, see Add or Remove Payroll Taxes.
Assigning and Unassigning Employee Taxes
Payroll administrators can assign or unassign federal, state, and local taxes for non‑contract employees who have not been included in a fully processed pay run. These changes are made directly from the employee’s Tax Settings page.
Once an employee has been included in a fully processed pay run, assigning or unassigning taxes must be requested through the Contact Us form.
For step‑by‑step instructions, see Assign or Unassign Payroll Taxes.
View and Update Tax Settings
Some assigned taxes allow additional details to be viewed or edited in the portal. For each tax, you will see the name of the tax and details such as the tax rate. Click the expand icon to view and edit additional details such exemptions or additional withholdings.
If a tax is not expandable and you need to make changes, click the Contact Us link and submit the form.
For taxes like Medicare and Social Security, withholding amounts can be viewed on employee pay stubs and payroll reports.
Editable Taxes:
Federal, State, and local taxes that are editable will display an expand icon next to the tax name.
- Federal Income Tax can be expanded to show W4 settings, if available.
- State Income Tax can be expanded and edited, if assigned to the person.
Non-Editable Taxes:
- SUTA (State Unemployment Tax)
- Medicare Tax
- Social Security
- Other State Taxes (not classified as State Income Tax)
Tax Assignment Requirements
Tax assignment options are based on your company’s payroll tax setup.
State taxes must be set up at the company level before they can be assigned to employees. Only states assigned to the company will appear as available options. Local taxes become available only after the applicable state tax has been assigned to the employee.
If a tax does not appear for someone who should have them, click the Contact Us link on the tax settings page in their profile. Complete and submit the short form with any necessary details. Once you submit the form, our payroll specialist team will be notified and you should receive a response within one business day.
When 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.