What can I do to minimize my chance of getting tax variances?

• Make rate change updates as soon as you receive notices from tax jurisdictions.

• Follow our Payroll Processing Validation Best Practices.

• Ensure that employees are setup correctly with the right applicable tax rates in Namely. Any time an employee has a change to his or her W4 filing status, make sure that change is updated in Namely.

• Make sure applicable taxes are part of the employee profile.

• Default taxes may appear on the employee’s profile based on where he or she resides and works. Please do not remove or override system default taxes without ensuring that the employee meets the criteria for the override. You can do that by checking with your company’s payroll or tax team and the employee.