- From the Dashboard, select Employee Changes > Other Employee Information
- Select
to open the Employee’s profile for changes
- Select the 'Payroll' tab, then click the "Jump To" option for Tax Information on the left
- Within the ‘Tax Information’ widget, click on either Federal or State, depending on the withholding you want to update
- To Update FEDERAL Tax Settings, Select the
option on the far right to enter a new record. This will add another row to enter the new withholding information
-
- Enter a Date From (or start date) of the current check date
-
- This date field can change historical pay statements “Tax Allowance Settings” section, that is why the date needs to be the current check date
-
- In the Form 2020 W4 field, select if a 2020 or later W4 form was completed
-
- If "Yes" is selected, the options for Filing Status, Two Jobs, Claim Dependent, Deduction, and Other Income become available. These settings follow Step 1, 2, 3, and 4 of the 2020 and later W4 form. Enter what the employee has elected on the form or if the entire form is blank, all fields can be left blank
- If "Yes" is selected, the options for Filing Status, Two Jobs, Claim Dependent, Deduction, and Other Income become available. These settings follow Step 1, 2, 3, and 4 of the 2020 and later W4 form. Enter what the employee has elected on the form or if the entire form is blank, all fields can be left blank
- If "No" is selected, the options for Filing Status and # of Allowances will be available. These setting follow Box 3 & 5 of the 2019 and prior W4 form. If the form is blank in Box 5, enter 0 allowances
-
- In the Additional Withholding field you can enter an additional amount ($) or percent (%) to withhold for Federal Income Tax on top of the employees' filing status elections
- In the Override Amount field you can enter an amount ($) or percent (%) to withhold for Federal Income Tax to only deduct that $ or % and ignore the employees' filing status elections
- If an employee has requested to be “Exempt” on Line 7 of their W4:
-
- 2019 and prior, change the # Of Allowances to ‘99’.
- 2020 and above, update EE Withhold dropdown to 'Block W/H'. If you do not have access, please send in a request to your CSR. (Do NOT use ‘Exempt’, as this causes the employee's wages to be excluded from their W-2.)
-
- Select 'Add' to update the Federal tax settings
- You will need to review the Tax Jurisdiction settings to ensure OASDI and FUTA are marked as 'Exempt' due to your 501(c) status
-
- After saving the new Federal Income Tax settings, select the Actions icon
on the right then click 'View Tax Jurisdictions'
- Ensure ONLY the OASDI (FICA) and Federal Unemployment Tax (FUTA) EE Withhold dropdown are set to 'Exempt'. If not, these will need to be updated
- Click
- After saving the new Federal Income Tax settings, select the Actions icon
-
- Enter a Date From (or start date) of the current check date
-
- To update STATE Tax Settings, select the Actions icon
on the right then click 'Edit'
-
-
- Within the sub window, select
next to Filing Status if there is a change to the setting to add a new record and enter the Effective Date as the current check date
-
- Do NOT just update the current Filing Status as this field can change historical pay statements “Tax Allowance Settings” section
-
- Please contact your CSR if you need to make changes to any additional State taxes, as changes will affect the W-2’s!!
-
- Update the Number of Allowances if there is a change to the setting
- Select
- Do NOT just update the current Filing Status as this field can change historical pay statements “Tax Allowance Settings” section
-
- You will need to review the Tax Jurisdiction settings to ensure CA SUTA is marked as 'Block W/H' and CA SDI is marked as 'Exempt' due to your 501(c) and SUTA Reimburser status. Select the Actions icon
on the right then click 'View Tax Jurisdictions'
- Ensure the ER SUTA CALIFORNIA (SUTA) and CA ETT (SUTA_SC) ER Withhold dropdowns are set to "Block W/H". If not, these will need to be updated
- Ensure the California SDI (SDI) EE Withhold dropdown is set to ‘Exempt’. If not, this will need to be updated
-
-
- Due to SDI being exempt, you will need to manually update the EE's Wage Plan Code needs to display a "P", meaning apply Personal Income Tax (PIT) only
- Due to SDI being exempt, you will need to manually update the EE's Wage Plan Code needs to display a "P", meaning apply Personal Income Tax (PIT) only
-
-
- Select
- Within the sub window, select
-
-