---
title: "Taxes Tab"
slug: "workforce-employee-records-taxes-tab"
description: "The Taxes tab on employee records displays payroll tax withholding elections by payroll company when R365 Payroll is enabled."
updated: 2026-08-05T23:23:59Z
published: 2026-08-05T23:23:59Z
canonical: "docs.restaurant365.com/workforce-employee-records-taxes-tab"
---

> ## 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.

# Taxes Tab

The **Taxes** tab appears when R365 Payroll is enabled and the employee has been onboarded to payroll. It displays all payroll-related tax withholding elections for the employee, organized by payroll company. Each company’s elections apply only to that company’s pay runs.

Use this page to:

- Review an employee’s tax details

---

## 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

1. Navigate to the desired employee’s **Employee Record**.
2. Select the Taxes tab.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RZHNG7EK.png?sv=2026-02-06&spr=https&st=2026-11-11T14%3A17%3A10Z&se=2026-11-11T15%3A17%3A10Z&sr=c&sp=r&sig=7y9Q2VcmfUMS0Din6Temzbdgp9GydTlLUrmYvttRmNg%3D)

****Search** for an employee record:**

Navigate to employee records with the [R365 global search bar](/doc/docs/r365-search):

1. Enter all or part of the **employee’s** **name** or **email address** in the global search bar.
2. Select the employee from the results list.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-11T14%3A17%3A10Z&se=2026-11-11T15%3A17%3A10Z&sr=c&sp=r&sig=7y9Q2VcmfUMS0Din6Temzbdgp9GydTlLUrmYvttRmNg%3D)

---

## Taxes Tab Buttons and Fields

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MP8ILJHJ.png?sv=2026-02-06&spr=https&st=2026-11-11T14%3A17%3A10Z&se=2026-11-11T15%3A17%3A10Z&sr=c&sp=r&sig=7y9Q2VcmfUMS0Din6Temzbdgp9GydTlLUrmYvttRmNg%3D)

|  | **Field** | **Description** |
| --- | --- | --- |
| **1** | Company | Indicates which legal entity that the displayed tax withholdings are associated. |
| **2** | Tax Withholding | Expands or collapses the selected state tax record to show withholding details. |
| **3** | View | Opens the tax form as PDF. Available to download or expand. |
| **4** | More Options | Click to open a dropdown menu: - Edit - Download document > [!WARNING] > While tax withholdings can be edited on this tab, changes made here are **not** reflected in the printable tax forms found on the [Documents tab](/doc/docs/workforce-employee-records-documents-tab). It is **highly recommended** to **always** have all tax withholding changes **completed by the employee** via the [My Taxes](/doc/docs/my-taxes) section of the R365 Mobile App. |

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

An organization or company configured in R365 that represents a distinct legal and tax-reporting unit. Legal entities contain one or more locations and define how financial and operational activity is grouped, reported, and filed.