Add or change your personal info in QuickBooks Workforce

Find out how to add your personal, W-4, and bank account info for your new employer online.

If you were recently hired by your employer, they may have invited you to add some of your personal info online through QuickBooks Workforce. 

If you need to make any changes to your personal info, you can also do that in QuickBooks Workforce.

Note: Adding or changing your info in QuickBooks Workforce isn’t available to everyone. It depends on the payroll service your employer uses. 

Check out this video to set up and use QuickBooks Workforce.

To watch more how-to videos, visit our video section.

Select what you'd like to do with your personal info:

• Add your personal info
• View your personal info
• Change your personal info

Add your personal info

Look for the email invitation from your employer. 

1. Select Get set up or Complete setup now (or Sign in).
2. Fill in all info: personal, W-4, and bank account. Bank account only appears if your employer has selected to pay via direct deposit.
3. Check all of your info to make sure it's correct and sign your W-4.
4. Select Save or Submit.

Once you submit, your info is saved and your employer can see it. 

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View your personal info

1. Sign in to workforce.intuit.com. 
2. Go to the Profile menu. 

Here you can view your:

• Name
• Address
• Birth date
• Gender
• Federal and state tax withholding info

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Change your personal info

You can make changes to the following info:

• Name
• Address (if it's in the same state)
• Birth date
• Gender
• Federal and state tax withholding info

You can also upload profile pictures:

• Employers and employees can update the picture.
• Only one picture will be saved and will override previously uploaded pictures.
• Employers are able to turn on or off the ability to upload photos on the employee side
• Note that we do not monitor the content of the photo.

If you moved to a new state, need to change your bank account, or Social Security number, contact your employer.

If you need help understanding or filling out your tax withholding info, it’s best to talk to a tax professional. Your employer and Intuit can’t provide tax advice or help filling out the form. 

View or change your info:

1. Sign in to workforce.intuit.com. 
2. Go to the Profile menu. 
3. Select Edit on Personal info or Tax withholding. 
4. Verify your identity via text message to the phone number on file. 
5. Make changes to your information. If you're making changes to your tax info, you'll add your digital signature. This will create a new W-4 form for your employer.
6. Select Save or Confirm. 

Your employer will get an email with the changes, and can see the changes in their payroll product. 

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