• 2% shareholder employer health insurance cost
  • Reported on Box 14 of W2 and can be recorded during payroll using the extra pay type name “Non Payable Taxable Benefit 2%”.
• Deduction
  • Medical, child support, HSA, retirement, etc.
• Employee data change
  • Name, SSN, etc.
• Local tax correction
• State change correction
• Group term life
  • Reported on box 12 C of W-2 and can be recorded during payroll using the extra pay type name “Imputed Income - GTL”.
• Taxable fringe benefits
  • Employee stock options, personal use of company vehicle, tuition, transportation, etc.
• Third-party sick pay
  • Short or long-term disability pay, insurance provider sick pay, etc.
• Wages paid outside of payroll.
• 1099 creation or correction
• Correct wages for a previous year or quarter and/or terminated employee wages
• Tax Rate Update or Percentage changes
• Void

• Company name
• Payroll client ID
  • This is not your BambooHR ID. To find your Payroll client ID, navigate to Settings > Payroll > Company Information. The ID is listed in the table next to the Company Legal Name column.
• Company contact's first name and last name
• Email
• Confirm Email
• Phone
• The year the correction is for
• The quarter(s) the correction is for
• Correction summary - please enter as much detail as possible about your correction request. Please be sure to submit a separate Correction Request form per year.

1. Yes - I understand a correction is processed to adjust employee information in BambooHR’s internal systems to accurately report tax filings. I acknowledge a correction is processed on a first-come-first-served basis, and BambooHR cannot accommodate expediting a request. I acknowledge the typical turnaround time for processing a correction is 30-60 days.
2. Yes - I understand an amendment may be necessary to notify the associated tax agency of the impacts to taxes as a result of a correction processed in BambooHR’s internal systems. I acknowledge the typical turnaround time for submitting an amendment to the associated tax agency is as follows:
   • April - November: 30-60 days
   • December - March: 60-90 days
3. Yes - I confirm BambooHR has access to all tax types applicable, or I will complete steps to give access. I understand lack of access will delay or cancel this request.
4. Yes - I understand that certain Ancillary Fees (such as corrections, amendments, and other tax-related services) may apply related to my request.
5. Yes - I authorize BambooHR to impound and remit any employer tax liability incurred from the correction/amendment requested.

For all tax correction and employee data correction requests, we ask that you please download and fill out the spreadsheet file below and submit it via the form. Select the appropriate tab at the bottom of the spreadsheet for the type of request you are submitting (see below), and follow the instructions on the spreadsheet to report the corrections needed. Please note that most of the required data can be found in the correct format by pulling a Complete Summary report from the Date Range Reports in BambooHR.

• Void Template- Use for requesting a void for a previous paycheck that was processed in the current quarter. Please note the void process does not collect the net payment already issued to an employee or deposited to their bank account(s). The void corrects year-to-date (YTD) data in payroll, such as hours, taxable and non-taxable wages, deductions, taxes, etc. Only the tax monies associated with the voided paycheck will be refunded with your next scheduled pay cycle.
  • After all the required information has been submitted correctly, the void is typically processed in 1-2 business days. You will receive an email once the void has been completed.
  • If you need to reverse a direct deposit for a check you are voiding please contact the Payroll Support team to request a direct deposit reversal.
• Deduction Template tab - Use for reporting corrections to employee deductions - either increasing or decreasing the deduction amounts.
• Wage Correction Template tab - Use for reporting corrections to employee wages.
• Employee Data - Use for reporting corrections to employee data changes such as name, home address, and SSN. Make sure to update the employee's info in BambooHR before submitting the request.

The EEID can be found in the URL for the employee's profile, as seen in the image below. If you have access to custom reporting, you can also run a report with the EEID for all of your employees.

1. EEID:The id=4 in the url is Charlotte's EEID (employee ID). You'll want to use this number on the spreadsheet.
2. EE #: This is Charlotte's EE # (employee number). Notice that it is a different number than her EEID.

The Wage Correction Template tab includes an example of how to fill out the tab at the top of the template. Please note you must remove this row before submitting the Formstack.

Thanks for submitting your correction request form. Following submission, a tax administrator will be in touch within 48 hours with the next steps and/or further information regarding a timeline for completion.

Void reissue instructions:

If you select to correct a Void, our Payroll Services team will send you confirmation when the void request is complete, typically within 1-2 business days. Once you receive confirmation, you can then reissue the voided check with the correct information through an off-cycle payroll. You can create and process an off-cycle payroll in BambooHR on the Payroll tab. Please contact the Payroll Support team if you have any questions regarding the reissue.