How to: add a work location for my company

Tags: Process, Subcontractors, Tax

Overview

Accurately documenting the primary work location is crucial for proper tax administration and regulatory compliance.

Work location affects state and local taxation, as well as compliance with employment laws specific to that location. Even if an employee works in a different state for a short period, it may still impact tax withholding and reporting requirements.

⚠️ To ensure compliance, it's best to consult with a tax professional or legal advisor familiar with multi-state employment and tax laws. They can provide specific guidance based on the details of your situation.

Process

1. Click the Settings options on the left side navigation bar. Then, click on the Configure option under “Settings”
2. Once you are on the “Settings” screen, click on the Work locations tab listed on the top of the page. Then, click on the Create work location button.

1. In the “Create work location” right-side drawer, fill out all the relevant fields for the new work location. When you’re done, click the Save button.

👉 Once you have saved the new location, you’ll see it listed under your company’s work locations. Now, you will have to submit the relevant state-level tax information for the new location.

1. On the left side navigation bar, click the Taxes option. Here, you will see the new location’s state along with a list of the relevant information needed to complete the tax setup. When you’re ready to begin, click the Start button.

1. Make sure to accurately fill out all the required fields when completing the tax setup.

1. After completing all the required fields, click on the > button next to the Authorization form to sign it.

All done! On the “Tax setup” page you will see the new state has a status of “Complete”