How to Add/Edit Employee Tax or Direct Deposit Information
To update your employees' tax or direct deposit information, you'll first need to send them a link that allows them to make the changes.
To send a link for your employee to update their tax or payment method:
Click the 'Payroll' tab in the navigation bar at the top of your Housecall Pro account.
Depending on the size of your browser window, you may need to click 'More' and then select 'Payroll' from the drop-down.
Next, select 'Employees & contractors' from the menu on the left.
Navigate to the desired employee/contractor and click 'Details' on the far right.
Click 'More' in the top right corner of the page, then select 'Update Payment Method' from the drop-down.
The next pop-up on the screen will display a link that can be sent to your team member directly, or you can complete the link on their behalf if they have provided you with the required information.
Click the "Copy link" button in the bottom right corner of the pop-up window to copy the link to your clipboard. You can then paste this link into an email to send it to your employee or contractor, and you're all set!
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.