- 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 "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
- 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
- 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' setting to 'Block W/H'. If you do not have access, please send in your request to the Client Support Team. (Do not use ‘Exempt’, as this causes the employee's wages to be excluded from their W-2.)
- Select
- 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
- Within the sub window, select
- If an employee has requested to be “Exempt”, change the Number Of Allowances to ‘99’.
- DO NOT use ‘Exempt’, as this causes the employee's wages to be excluded from their W-2
- Select