To change your direct deposit, sign in on the web, select your photo or initials at the top right, choose View Profile and open Banking. Select the pencil icon in Banking Info, update the fields and select Save. Your tax info is on the Tax Info tab of the same profile. You can't change either one in the mobile app, but your phone's web browser works.
Who can do this: Workers, for their own bank account and tax info. Admins can view or edit someone else's only if their permission group has the Banking or Tax Info permission and profile access that covers that person's office and position.
Change your bank account
Select your photo or initials at the top right, then View Profile.
Open the Banking tab.
In Banking Info, select the pencil icon.
Update Name of Bank, Routing Number, Account Number, Confirm Account Number, Account Name and Type of Account (Checking or Savings).
Select Save. Select Cancel to discard your changes.
After you save, the routing and account numbers show masked. History Log lists past changes.
Which payday uses your new account depends on your company's payroll. If you change it close to payday, ask your company's payroll admin which account that payment goes to. Paper checks are also your company's decision.
Change your tax info
On your profile, open the Tax Info tab.
Select the pencil icon.
Choose your Entity Type:
Individual: enter your Social Security Number.
Business: enter your Business Name, Business Type and EIN. Business types are Sole Proprietorship, Partnership, LLC, C corp, S corp and Nonprofit.
Select Save.
Your Social Security Number shows as xxx-xx-1234 after you save. Business is only offered to contractors, not W-2 employees.
If your Tax Info tab shows Update W-4 Form
If your Tax Info tab shows Update W-4 Form instead of a pencil, your company runs payroll through SequiPay on Sequifi, and tax changes go through that form. Ask your company admin about this workflow. While a W-4 update is open, you can't edit your banking.
On the mobile app
You can't change your bank account or tax info in the app. The app only asks for them once, while you finish onboarding as a new worker. After that, use any web browser. See Change your direct deposit (web, phone browser, and why not in the app).
Troubleshooting
What you see | What to do |
"You have an incomplete W-4 update in progress. Please complete it in the Tax Info section before updating your bank information." | Open Tax Info and select Resume W-4 update to finish it, or Cancel W-4 update. Then edit your banking. |
"This user has not completed their self-onboarding in Sequifi, hence you can't update Tax info." (or "Banking info.") | You (or an admin viewing your profile) see this when your payroll setup from onboarding isn't finished. Finish onboarding first, or ask your company admin. |
No Banking tab on your profile | Ask your company admin to check your profile. |
You can't sign in on the website | See I can't sign in. |
Will my company know I changed my bank account?
If your company turned on change alerts, its admins get an email that says which banking or tax fields changed. The email never includes the numbers.
Can an admin see my full account number?
The profile displays account and routing numbers, your EIN and your Social Security Number as masked fields. This describes the profile display; authorized editing workflows have separate permissions. Admins using View As can't see or change tax and banking details at all.
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Still stuck? Getting help from Sequifi Support.