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How do I Change the Tax Status for an Employee?
How do I Change the Tax Status for an Employee?

Changing an Employee's Tax Status

Jake Ellis avatar
Written by Jake Ellis
Updated over 2 weeks ago

An employee's tax status is determined by the Tax profile, which can be setup from the Employment Details section of the employee setup file.

  1. Go to HR > Employees.

  2. Select the employee whose tax status you would like to change and click on the Edit icon. 

  3. Scroll down to the Employment Details section and choose the new Tax profile from the drop down menu.

  4. Click the Save ✔️ icon to commit any changes.

⚠️ Caution

Once the Tax profile is changed, Indigo will recalculate the tax contributions owed for the whole payroll year based on the new tax profile.
This means that if you change the Tax Profile mid-year, it will affect also previous tax contributions.

🧠 Tip

To set up a new Tax profile please visit the Set up new Tax profiles setup tutorial.


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