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7shifts Payroll: Update Personal Legal and Tax Information

Updated

Keeping your legal, tax, and payroll information accurate is essential for correct pay statements and tax reporting. This includes:

  • First and Last Name 
  • Address (including City, State/Province, and Zip/Postal Code) 
  • Consent for Paperless W-2 Statements
  • Tax Withholding Information (W-4)

Who Can Update Information?

  • Employees: Can update their personal legal and address information.
  • Admins & Managers: Can update employee legal and address information, subject to permissions.
  • W-4 Forms: Employees must complete these forms themselves. Admins/Managers cannot do this on their behalf.

Updating Legal Information

For Admins & Managers

⚠️ Important Considerations:

  • Admins can edit all employee information. 
  • Managers and Assistant Managers with the "Can edit employees" permission can edit employees within their assigned 7shifts locations and departments.
  • Consider sharing the employee-specific instructions below with your team to guide them through updating their own information.

Steps to update an employee's legal payroll information (Admin/Manager): 

  1. Log in to the web app. 
  2. Navigate to Team in the left navigation bar. 
  3. Select an employee's name to open their profile. 
  4. Scroll to the Legal and Tax Information section and enter the necessary details. 
  5. Click Save to confirm changes.

Learn more about paperless tax statements (W-2 or 1099) in 7shifts here.

For Employees

Updating Personal Legal Information:

Mobile Web
  1. Log in to the 7shifts mobile app. 
  2. Tap your profile icon (top left). 
  3. Select Edit Profile. 
  4. Fill in the Legal and tax information section. 
  5. Tap Save.


     

Updating Tax Information (W-4 Forms):

Learn how to submit an updated W-4 form here.

Browse our Help Center for self-guided resources on payroll reports, tip management, and more.

Didn't find the answers you were looking for? Log in to your account to start a chat with our Support team, or give us a call at 1-888-979-5877.

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