Overview
If you recently changed banks, moved to a new address, or discovered an error on your tax form, you’ll need to update your information in the payroll platform. Keeping your details up to date ensures you get paid on time without delays or returned deposits.
Step 1: Request Access to Edit Your Documents
- If you have already submitted your Direct Deposit Form or Tax Forms, they will be locked for security reasons.
- First, email support@everyset.com and request that Payroll Support unlock your documents.
- Once unlocked, log in to the payroll platform with your username and password.
- Navigate to the Profile or Account Settings section to begin making updates.
Step 2: Choose What to Update
🔹 Bank Information
- Select Direct Deposit Settings.
- Enter your new routing number and account number.
- Choose the correct account type (Checking or Savings).
- Upload a new voided check or bank deposit slip for verification.
🔹 Tax Forms
- Select Tax Documents.
- Upload an updated W-4 if you wish to change your withholdings
- Update your state tax form (if applicable)
🔹 I-9 Information
- Only needs to be re-submitted if your work authorization status changes
Step 3: Submit Your Changes
- Once updated, click Submit.
- You should receive an on-screen confirmation or an email receipt.
- Keep a screenshot or copy for your records.
Step 4: Timeline for Updates
- Bank Info: Updates typically take effect in the next payroll cycle.
- Tax Forms: Updates apply immediately, but may be reviewed by Payroll for accuracy.
- If payroll was already processed before you updated, your old info may still apply to that check.
Tips & Reminders
- Always double-check numbers before submitting—mistakes can cause bounced deposits and create delays.
- If you close your old bank account, update immediately to avoid lost payments.
- You are only required to submit a W-4, I-9, and state form (if applicable) — do not submit W-9 or W-8BEN
Related Articles
- Common Mistakes to Avoid When Submitting Your Paperwork
- Required Employment Forms: I-9, W-4, and State Withholding
- How to Fill Out Your Direct Deposit Form