Learn 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.

To indicate that your employee is a closely held payee:

Step 1: Select ‘People’.

Step 2: Select the ‘settings wheel’ on your closely held employee.

Step 3: Select ‘Tax’.

Step 4: Select the ‘Income Type’ dropdown menu.

Step 5: Select ‘Closely Held Payee’.

Step 6: Select ‘Save’ and ‘Close’.

You have now marked your employee as closely held.

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