How to update tax rate in 7shifts

If you have received a notice indicating a change in your state tax rate or filing frequency, you can update this information directly in 7shifts Payroll to ensure accurate tax calculations and filings.

Things to know

• Employers are responsible for reviewing tax notices and updating changes to tax rates or filing frequencies 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.

Update state tax rates or filing frequencies

1. Log in to the 7shifts web app as an Admin.
2. Navigate to Payroll.

3. Select Business Settings and click Update tax setup.

   

4. Locate the specific state that requires an update.

5. Select View all to see existing values and effective dates for that tax.

   

6. Click + Input additional value to add a new tax rate entry with its own effective date.
7. Enter the new rate or filing frequency exactly as indicated in your tax notice.
8. Click Save/Next and select Continue to apply the changes.