A few weeks ago we had an employee update his address via the portal. He moved from MS to TN, and we noticed that when he made the address change, the Tax State box did not get updated in PR.
So Vista was showing them having an address in TN (his new address), but a tax state of MS. Our HR Department had to go in and override it manually to get the tax state to agree to the address on file.
It would be nice if this happened automatically when the employee submits an address change.
Company | FHG, Inc. |
Job Title / Role | Business Systems Specialist |
I need it... | 3 months |
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Hey there - circling back on this. It seems there would be very few instances where Tax State shouldn't be state of Residence, so can you make this the rule vs the exception. Having to manually update the Tax State takes away some of the benefit of employee self-service.
This is critical as it controls tax reports and unemployment reports. Without these states being right we are sending the wrong information when doing quarterly taxes!