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How Do I Update My Tax Information?
How Do I Update My Tax Information?

How to update deductions and withholdings

Gary avatar
Written by Gary
Updated over a year ago

If you do not have a Paylocity account already, you will need to register one. It will not be the same as your Upshifter account. You can find an article below on how to do so:

After signing up for your Paylocity account, you can change your direct deposit information by logging in. If this information is not updated before Tuesday at 5 pm EST, your earnings from the previous week will be sent to the current account on file.

You cannot change your tax information on the app. You will have to go to Paylocity under the Internet on your mobile device or use a Desktop computer.

STEP 1: Navigate to https://access.paylocity.com/

  1. Enter Upshift’s Company ID: 42090

  2. Enter your account details and log in

Step 2: Click on the Employee Profile page (on Mobile: hit "Menu" then Employees).

Step 3: Click on Employee Payroll Files

Step 4: Click on Payroll Setup

Step 5: Click on Taxes

Step 6: Click on Federal Tax Withholding

From there, you can edit your tax information. Make sure to hit "save" to save any changes that you make to your forms.

Please note that these changes can take 24 to 48 business hours to take effect.

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