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Add an employee exemption
Before adding an exemption, we highly recommend that you consult with a CPA or other tax professional to confirm that your employee is tax exempt before changing the tax status for your employee.
To add a tax exemption to your employee, follow the below steps.
- Click the People tab.
- Click your employee’s name.
- Navigate to the Job & Pay tab.
- Scroll to the bottom of the page and click Add Special Tax Exemption.
- If the employee already has active exemptions, click edit next to the Exempt Taxes section.
- Provide the reason for the tax exemption.
- Choose the date to start new tax exemptions.
- If you need to backdate any exemptions, please reach out to customer support from the Help section.
- Select which tax(es) your employee is exempt from. Make sure to confirm any exemptions with your CPA.
- Click Save.
We will not withhold tax amounts for your employee in upcoming payrolls starting on the selected effective date.
Note: Exemptions may negate wages from being reported on applicable forms.
Payroll, benefits, HR and more.