7shifts Payroll: Update Legal and Tax information

Updating your information for tax reporting and pay statements is an important task that ensures you and your team's 7shifts payroll information is up-to-date. 

For Admins & Managers

You may find it helpful to send your team this handy article that will walk them through the steps to update their own 7shifts payroll information: Update your Legal and Tax information.

⚠️ Managers/Assistant Managers require permission 'Can edit employees', and can only edit those with whom they share the same Location settings within their Assignments.

⚠️ Managers can edit Assistant Managers and Employees. They cannot edit Admins or other Managers.

Follow these steps to update your team's information: 

  1. Log into the web app as an Admin or Manager with permissions.
  2.  
  3. In the left navigation bar, head to Team:



  4. Search and click on an Employee's name to expand their profile:

  5. Scroll to the section Legal and Tax Information, and enter their details:



  6. Be sure to hit Save to complete these changes.
Update Your Legal and Tax Information

Follow these steps to update your own legal and tax information:


  1. Login to the web app.

  2. In the left navigation bar, select Settings > My Account (or, your profile icon at the top right > My Account):

    Screenshot 2023-09-13 at 1.24.09 PM.png

  3. Scroll to the section Legal and Tax Information, and enter your details:

  4. Be sure to hit Save at the bottom of the page!
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