---
title: "My Taxes Desktop"
slug: "my-taxes-desktop"
description: "Review, edit, and sign federal and state tax forms on the desktop My Taxes tab. Includes location selector, search, and section collapse controls."
updated: 2025-12-01T06:00:11Z
published: 2025-12-01T06:00:11Z
canonical: "docs.restaurant365.com/my-taxes-desktop"
---

> ## 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 Desktop

The *My Taxes* tab in the [**Self-Service Portal**](/doc/docs/desktop-employee-self-service) 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](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

Login to the **self-service** portal and select the **My Taxes** tab**. Displays**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RX62IJOG.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A49Z&se=2026-11-13T01%3A56%3A49Z&sr=c&sp=r&sig=oT7%2F%2Fn8M%2FsuFSOqe5Qq7WlXSg0wvAbYm6f%2F0gc1s73M%3D)

---

## My Taxes Tab

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VKV1I6CL.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A49Z&se=2026-11-13T01%3A56%3A49Z&sr=c&sp=r&sig=oT7%2F%2Fn8M%2FsuFSOqe5Qq7WlXSg0wvAbYm6f%2F0gc1s73M%3D)

|  | **Button/Field** | **Description** |
| --- | --- | --- |
| **1** | User actions | \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VKVZ5MTL.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A49Z&se=2026-11-13T01%3A56%3A49Z&sr=c&sp=r&sig=oT7%2F%2Fn8M%2FsuFSOqe5Qq7WlXSg0wvAbYm6f%2F0gc1s73M%3D) \| Profile \| Opens dropdown with: - My Info - Self-service portal - User Preferences - Reset Password - Logout \| \| --- \| --- \| --- \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YZCHD9LC.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A49Z&se=2026-11-13T01%3A56%3A49Z&sr=c&sp=r&sig=oT7%2F%2Fn8M%2FsuFSOqe5Qq7WlXSg0wvAbYm6f%2F0gc1s73M%3D) \| Support \| Opens dropdown with: - Support Center - Knowledge Base - Product Releases \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3T1VGFOD.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A49Z&se=2026-11-13T01%3A56%3A49Z&sr=c&sp=r&sig=oT7%2F%2Fn8M%2FsuFSOqe5Qq7WlXSg0wvAbYm6f%2F0gc1s73M%3D) \| Alerts \| Opens a side panel to show read and unread notifications \| |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-VKVZ5MTL.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A49Z&se=2026-11-13T01%3A56%3A49Z&sr=c&sp=r&sig=oT7%2F%2Fn8M%2FsuFSOqe5Qq7WlXSg0wvAbYm6f%2F0gc1s73M%3D) | Profile | Opens dropdown with: - My Info - Self-service portal - User Preferences - Reset Password - Logout |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YZCHD9LC.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A49Z&se=2026-11-13T01%3A56%3A49Z&sr=c&sp=r&sig=oT7%2F%2Fn8M%2FsuFSOqe5Qq7WlXSg0wvAbYm6f%2F0gc1s73M%3D) | Support | Opens dropdown with: - Support Center - Knowledge Base - Product Releases |
| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3T1VGFOD.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A49Z&se=2026-11-13T01%3A56%3A49Z&sr=c&sp=r&sig=oT7%2F%2Fn8M%2FsuFSOqe5Qq7WlXSg0wvAbYm6f%2F0gc1s73M%3D) | Alerts | Opens a side panel to show read and unread notifications |
| **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. |

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