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Adding tax information (EIN)
Adding tax information (EIN)

Add tax information to each location to easily configure W-4, I-9, or state tax withholding forms

Janina avatar
Written by Janina
Updated over a week ago

To add tax information for your location, follow the steps below:

STEP 1: From your Workstream dashboard, go to Company > Tax entities > Add tax entity.

STEP 2: Enter the Tax entity name, Employer Identification Number (EIN), and complete address.

STEP 3: Once you click Next, verify that the information you've entered is correct then click Add tax entity.

STEP 4: After adding the tax entity, click Link location.

STEP 5: Select which location you wish to link the tax entity and click Save.

You can manage the location's Tax Entity from the Locations tab. To do that follow the steps below:

STEP 1: Go to Company > Locations > select which location you want to manage and click the three dots on the far right side of the location's name. Then, select Edit.

STEP 2: From this menu, you can switch Tax entities by clicking the Tax information tab and selecting which Tax entity you want to switch to.


Want to talk to our support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New Conversation, or send an email to help@workstream.is.

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