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’

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Select the settings wheel on your closely held employee

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Select ‘Tax’

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Select the ‘Income Type’ dropdown menu

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Select ‘Closely Held Payee’

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Select ‘Save’ and ‘Close’

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You have now marked your employee as closely held

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