Assign or Unassign Payroll Taxes

As a payroll administrator, you can assign or unassign federal, state, and local taxes for non‑contract employees that have already been added to your company. How you make changes depends on whether the employee has already been included in a fully processed pay run.

For employees who have not been included in a fully processed pay run, taxes can be assigned or unassigned directly from the employee’s profile in the uAttend web portal. Once an employee has been included in a fully processed pay run, tax assignment changes must be requested through the Contact Us form.

Before You Begin

Before assigning or unassigning employee taxes:

• State taxes must be set up for the company before they can be assigned to employees - typically completed during the initial Payroll setup process.
• Available state tax options reflect the states assigned to your company.
• Local taxes can only be assigned after state taxes are assigned to the employee.

If a required tax is not available to assign, it may need to be added at the company level. For instructions, see Add or Remove Payroll Taxes.

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.

Assign or Unassign Taxes Before a Pay Run is Processed for the Employee

If the employee has not yet been included in a fully processed pay run, payroll administrators can assign or unassign taxes directly from the employee’s profile.

• The employee must be a non‑contract employee.
• The employee must not have been included in a fully processed pay run.

To assign or unassign a tax from a person's profile:

1. Log in to the uAttend web portal as the Payroll Administrator.
2. Navigate to the person's profile. 
3. Click Job and Pay in the left navigation menu. 
4. Select the Tax Settings tab near the top of the profile.
5. Click +Assign Tax in the appropriate section.
6. Select one or more available taxes to assign.
7. Click Confirm. 
8. Update any tax-specific information, if necessary. 
9. Click Save.

Changes made before payroll is started will be included in the upcoming 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.

Assign or Unassign Taxes After a Pay Run is Processed for the Employee

Once an employee has been included in a fully processed pay run, taxes cannot be assigned, or unassigned directly in the uAttend web portal. You will need to submit a request using the Contact Us link in the person's profile. A form will open in a new window where you can select your request type and enter details.

To request a tax change:

1. Log in to the uAttend web portal as the Payroll Administrator.
2. Navigate to the person's profile. 
3. Click Job and Pay in the left navigation menu. 
4. Select the Tax Settings tab near the top of the profile.
5. Click the Contact Us link in the appropriate section.
6. Select a topic using the dropdown (required). If you're not sure which topic to choose, see Choosing the Right Topic.
7. Provide any necessary details.
8. Click Submit. 

After submitting the form, an email is sent to our payroll specialist team with key details like your account name and number, the person's name, any information you provided, and additional system-generated details. You will receive a response at the email address listed within one business day.