Employee Tax Location on the Pay Info Tab
We’ve updated the Pay Info > Taxes tab to provide clearer, more streamlined insights into how employee home and work addresses impact tax calculations, ultimately saving you time and reducing confusion!
What's new?
- New "Tax Location Information" Section: At the top of the Pay Info > Taxes page, you'll now find a "Tax Location Information" section. This section clearly explains that taxes are calculated based on employee's home and work addresses.
- Visible Home and Work Address Details: Depending on your access level permissions, this section will now display the employee's home address and/or work address details, providing immediate visibility into the addresses driving tax calculations.
- Direct Links to Manage Addresses:
- Manage Home Link: If you have edit access to any part of the home address, a "Manage Home" link will appear below the displayed home address. Clicking this link will take you directly to the Personal tab of the employee's profile, where you can modify the home address. This means less navigating and quicker updates!
- Manage Work Link: For users with edit access to the Job tab's Location, a "Manage Work" link will be displayed below the Work or Remote Work address. This link will take you directly to the Job tab of the employee's profile to modify the Work location. This streamlined process saves you valuable time when updating work locations.
- Pending Address Change Notifications: If an employee has a pending home address change that requires approval, a message will appear stating "Your home address change is pending approval—your tax location hasn't changed yet." If you are the approver for information changes, you will also see a "View Request" button, leading directly to the request in your BambooHR inbox. This helps ensure you're always aware of the most current tax location status.
These changes apply to all BambooHR Payroll customers.
Users with "See About Themselves" and/or "See About Others" Access Level permissions that grant "View Only," "Edit - Approval Required," or "Edit" access to any portion of the Home Address, or "View Only" or "Edit" access to the Job Location, will see these updates.
As always, we love your feedback! To provide product feedback on this feature and more, head over to our product feedback page and let us know how we’re doing.