EE Tax Settings (New UI)

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  1. From the Dashboard, select Employee Changes > Other Employee Information image11.png
  2. Select image2.jpg  to open the Employee’s profile for changes
  3. Select the Payroll tab image1.png
  4. Scroll down to the ‘Tax Information’ widget
  5. Select either Federal or State, depending on the withholding you want to update image12.png
  6. To Update FEDERAL Tax Settings, Select the image3.jpg on the far right 
    1. This will add another row to enter the new withholding information image4.png
    2. Enter the new Filing Status, # of Allowances, Additional Withholding, etc
    3. Enter a ‘From’ date (or start date) of the current check date 
      1. This date field can change historical pay statements “Tax Allowance Settings” section, that is why the date needs to be the current check date
    4. If an employee has requested to be “Exempt” on Line 7 of their W4, change the # Of Allowances to ‘99’. 
      1. DO NOT use ‘Exempt’, as this causes the employee's wages to be excluded from their W-2
  7. In the From field, enter the date for this new tax setting to take place
    1. The date used should be your next scheduled check date image5.png
  8. Select image6.jpg
  9. To update STATE Tax Settings, select the image7.jpg  on the left to open the full tax jurisdictions for state image8.png
    1. Within the  Tax Jurisdictions screen, select the image3.jpg  next to Filing Status and next to the ‘California (SIT)’ sections to update # of Allowances and Filing Status image10.png
      1. Please contact your CSR if you need to make changes to any additional State taxes, as changes will affect the W-2’s!!
    1. Enter the ‘From’ date (or start date) of the current check date  image9.png
    2. If an employee has requested to be “Exempt”, change the # Of Allowances to ‘99’. 
      1. DO NOT use ‘Exempt’, as this causes the employee's wages to be excluded from their W-2
    3. Select image6.jpg