Viewing Employee Tax Settings as well as adding Required Occupational Codes
Best practice is to have the employee's fill out Withholding forms for any Federal and State tax setting changes.
If you'd like to look at the tax setting manually, you can do so by navigating to the employee info. Once within the employee's profile, click on the Payroll Tab > Tax Information.
To see the current settings look at the respective tab.
Some states require additional settings to be configured within the state tab. If any employees are assigned to Indiana, Washington, Louisiana, South Carolina, Alaska or West Virginia please follow the steps below to add the "Occupational" or "SOC" code associated to the employee.
Click on the State Tab > Ellipses > "View Jurisdiction"
Within the View Jurisdiction, please key in the code the agency lists that best fits the employee. All state lists of codes are found below.
Agency | SOC Code Resources |
Indiana | |
Washington | 2018 Standard Occupational Classification System : U.S. Bureau of Labor Statistics (bls.gov) |
South Carolina (2024 forward) | |
Alaska | |
West Virginia (2024 forward) | |
Louisiana |
If you have any questions please reach out to your assigned Payroll Specialist.
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