---
title: "My Taxes Page"
slug: "my-taxes-page"
description: "View and manage tax withholdings on the My Taxes mobile screen. Edit federal and state tax form details and sign forms electronically."
updated: 2025-12-05T19:25:24Z
published: 2025-12-05T19:25:24Z
canonical: "docs.restaurant365.com/my-taxes-page"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# My Taxes Page

Employees can view and edit current tax withholding information in the R365 app. This page lists current federal and state tax forms and displays form details.

From this page users can:

- Review tax details
- Edit tax information
- Sign tax forms electronically

---

## Security

The following permissions are associated with the Taxes tab:

- Labor → Employees → Taxes → View Taxes
- Labor → Employees → Taxes → Edit Taxes

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Navigation

****Navigation Menu****

1. Select **More** from the bottom tab bar.
2. Select **My Taxes**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7P40TRBQ.png?sv=2026-02-06&spr=https&st=2026-11-11T05%3A19%3A45Z&se=2026-11-11T06%3A19%3A45Z&sr=c&sp=r&sig=NCEly6LjNX0ysPjK%2FKL5Vp%2BW2kZJAEilXtltIeVz2rQ%3D)

---

## My Taxes Page

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-S27XSN4Z.png?sv=2026-02-06&spr=https&st=2026-11-11T05%3A19%3A45Z&se=2026-11-11T06%3A19%3A45Z&sr=c&sp=r&sig=NCEly6LjNX0ysPjK%2FKL5Vp%2BW2kZJAEilXtltIeVz2rQ%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Back button | Returns to the previous page |
| **2** | Location selector | Displays the active location name and provides options to switch locations |
| **3** | Search field | Filters tax forms and certificates by keyword |
| **4** | Tax forms | Tap a document to expand the **tax form details overview**. |

### Tax Form Details Overview

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W9UQ43HC.png?sv=2026-02-06&spr=https&st=2026-11-11T05%3A19%3A45Z&se=2026-11-11T06%3A19%3A45Z&sr=c&sp=r&sig=NCEly6LjNX0ysPjK%2FKL5Vp%2BW2kZJAEilXtltIeVz2rQ%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Selection expand/collapse arrow | Tap the top of the overview to collapse the current tax form details. |
| **2** | View button | Opens the tax form as a PDF. Available to download or expand. |
| **3** | Pencil icon | Opens the onboarding documents wizard. |

Access rights granted to users or user roles that dictate what actions they can perform within the system.