How to indicate that your employee is a closely held payee in Payroller
Learn how to indicate that your employee is a closely held payee in Payroller with our simple guide below.
This feature is currently only available for users on STP Phase 2.
To indicate that your employee is a closely held payee, select ‘People’

Select the settings wheel on your closely held employee

Select ‘Tax’

Select the ‘Income Type’ dropdown menu

Select ‘Closely Held Payee’

Select ‘Save’ and ‘Close’

You have now marked your employee as closely held
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