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How Do I Update My Tax Information?

How to update deductions and withholdings

Written by Gary

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:

Note:

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

How Do I Update My Tax Information?

You can update your federal tax withholding directly in Paylocity.

  1. Log in at access.paylocity.com (Company ID 42090).

  2. Go to Employees → Person Record.

  3. Click the Pay tab → Tax Setup.

  4. Find Federal Income Tax (FITW) and click the pencil (Edit Tax) icon.

  5. Update your filing status, dependents, or extra withholding as needed, then save.

Note:

Changes can take 24–48 business hours to take effect.

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