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.

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

Discover more tutorials & get the most out of using Payroller

Try out Payroller for free. Learn how to create and submit a pay run.

You can also get a Payroller subscription that gives you access to all features via the web and mobile app. Read up on our Subscription FAQs.

Invite your accountant, bookkeeper or tax agent to help you run your business payroll with our guide.