Improved Tax Account Setup for Third Party Access

BambooHR has improved the tax account banners within the Settings > Payroll > Taxes page by consolidating the number of alerts displayed at the top of the page and prioritizing the most important alerts. This will help you easily identify which tax accounts need attention and the urgency of each. The update will replace multiple notifications with a single, prioritized banner message, simplifying your experience.

Additionally, the 'Tax Set Up' section will be enhanced to clearly display accounts requiring action, with specific labels indicating urgency.

Lastly, the update also includes changes to the 'Tax Filing Access' section when setting up a tax account that requires Third Party Access or a Power of Attorney (POA). We are removing the acknowledgment checkbox and instead confirming when access is granted via a banner notification, thus improving communication with you and reducing confusion.

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.