Taxes (Administrator)

taxes

What is this form?       

Taxes allows an Administrator the ability to view and edit certain tax information relating to your employees.

Why/when to use the form?

Use this form to add or delete different tax jurisdiction or withholding elections that an employee may make.

Tips from Your CBS Pros:

  • Employees have the ability to update their own tax information through employee self service, if given access, and then the administrator can simply approve or deny the change
  • Any updated paper-based documents can be uploaded and saved to the employee’s record and accessed within the Forms section  of the Administrator access.

How to use this form:

Taxes allows the Administrator to view and edit tax information for the employees that he/she manages.  If you would like to edit such information, simply click the orange add-icon to begin editing your employees’ information.  Once clicked, a search box will open up under the Jurisdiction column for you to look up the Jurisdiction you wish to add.  Upon completion of your edits, make sure to save your changes by hitting the save button  save-icon.

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 Once you hit the save button, you will be asked to denote the Effective Date and the Change Reason.  Once you have selected the appropriate date and reason and hit “OK”, your changes will be committed to the iManage database and ready for payroll.  No further work or worry is needed by you or the employee.

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