How to update tax rate in 7shifts
If you have received a notice indicating a change in your state tax rate, you can update this information directly in 7shifts Payroll to ensure accurate tax calculations and filings.
Things to Know
Important: You must update tax rates promptly on the effective date indicated in your tax notice.
- Employers are responsible for reviewing tax notices and updating changes to tax rates in their account.
- Effective dates cannot be modified on existing settings.
- Users can add settings with new values and effective dates or modify the values of existing settings.
- These instructions apply only to companies using 7shifts Payroll.
Looking to update your Tax Frequency? If you received a notice regarding your federal or state tax deposit/filing frequency, please see our article: How to update state tax deposit frequency in 7shifts Payroll. Please note that depending on your state, you may be able to update this directly in your account, or you may need to reach out to our Support team with a copy of your notice for assistance.
Update state tax rates
- Log in to the 7shifts web app as an Admin.
- Navigate to Payroll.
- Select Business Settings and click Update tax setup.
- Locate the specific state that requires an update.
- Select View all to see existing values and effective dates for that tax.
- Click + Input additional value to add a new tax rate entry with its own effective date.
- Enter the new rate exactly as indicated in your tax notice.
- Click Save/Next and select Continue to apply the changes.
Note: Keep a copy of the tax notice for your records to reference in case of future discrepancies.