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Update or correct a tax code

Guidance on updating or correcting a tax code manually.

Debs avatar
Written by Debs
Updated over 5 months ago

You can update a team members tax code by following the steps outlined below. If you are not familiar with using the Tax Status functionality, we recommend you familiarise yourself with using the Tax Status tab.

  1. Click Team

  2. Click the action cog βš™οΈ against the employee record

  3. Click View Profile

  4. Click on the Tax Status tab

  5. Click Add Update +

  6. Make the required changes

  7. When ready, click Save

If you need to apply a tax refund for any reason, refer to our guidance on applying a tax refund for an employee.

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