The My Taxes tab in the Self-Service Portal allows employees to review, edit, and sign their tax forms. This page lists current federal and state tax forms and displays form details.
Use this page to:
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 or individual users. The Permission 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.
Navigation
Login to the self-service portal and select the My Taxes tab. Displays
My Taxes Tab
Button/Field | Description | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
1 | User actions |
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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 | Section collapse/expand arrow | Expands or collapses the tax details. | |||||||||
5 | View button | Opens the tax form as PDF. Available to download or expand. | |||||||||
6 | Pencil icon | Opens the onboarding documents wizard. |
