The Missing Tax Information warning appears when an employee record is missing information required for tax submissions. The warning can remain even when the profile appears complete.
Complete all fields marked Needed for submission before the warning clears. In some cases, the Same as Residential Address and Same as Company Address options don't populate all required tax fields. This can leave mandatory address information incomplete and cause the warning to remain.
Open Employees.
Locate the employee with the warning icon and select Edit Employee.
Review and complete all mandatory fields on the following tabs:
Personal
Employment
Payment
Tax
Address
Pay special attention to fields marked"Needed for submission", as these are required for tax submissions.
Save the employee record and reopen the profile to confirm the warning has cleared.
If the warning still appears after completing all fields
A common cause is incomplete address information. Internal support guidance notes that the"Same as Residential Address" and"Same as Company Address" checkboxes may not always populate all required tax fields correctly. Instead:
Manually capture the Residential Address in full.
Manually capture the Postal Address in full.
Manually capture the Work Address in full.
Save through each page until the final screen, then select Save and Close Employee.
More check
Create a Tax Submission Validation Report:
Go to Submissions > Tax Submissions.
Create a tax submission.
Download the Validation Report.
The report will identify any remaining employee validations that are preventing the warning from clearing.