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Federal Taxes for Employee Profile in Core HR

The Federal Tax screen houses federal tax information for the employee their Federal Tax information can be viewed, added, or edited.

Table of Contents

Enabling Federal Tax for the Employee Portal

The 'Federal Tax Info' option can be enabled so your employees can add their federal tax records from their employee portal.

We highly encourage Admins to use the 'Federal Tax Withholding Change' Event instead of enabling the 'Federal Tax Info' quick link as the event allows your administrators to review and confirm any changes made and sends a notification/approval to an admin.

  • Expand Setup and click Setup Properties from the menu.


  • Hover over Employee Portal Setup and click Employee Portal.


  • Click on the Quick Links tabs.


  • Check the box for Federal Tax Info. Click Save when finished.


Federal Tax for Employee Profile

Navigating to Federal Tax for an Employee
  • Expand Employee, expand Payroll, and click Taxes from the menu.


  • If already viewing an employee profile, you can hover over "Payroll" to show the available pages and click Taxes.



There are columns for:

  • Tax Year
  • Start Date
  • End Date
  • Override Amount
  • Override Percent
  • Modified By
  • Date Added
  • Exempt?
  • Additional Withholding
  • Filing Status
  • Last Name Differs?
  • Allowances
  • Two Jobs
  • Non-resident Alien
  • Dependents
  • Other Income
  • Deductions

From the Actions drop-down menu, you can:


Create a Federal Tax Record

  • From the Actions drop-down menu, click Create Federal Tax Record.


  • Fill in relevant federal tax information. Any fields marked in Red are required.


    • Year - (Required) The system will default to the current year.
    • Start Date - (Required) The start date indicates when the record is effective. The start date year and year must be the same. 
    • End Date - Indicates when the record should terminate. If the end date is not set, it is assumed it is an active record.
    • Override Amount
    • Override Percent
    • Filing Status - The status will default to Single or Married Filing separately.
      • Values displayed within the dropdown menu are controlled by the Year selected.
    • Check any boxes for:
      • Exempt
      • Two Jobs
      • Employee is Non-Resident Alien
    • Dependents
    • Other Income
    • Deductions
    • Extra Withholding
  • Click Add Record when finished.

Edit a Federal Tax Record

  • Click the tax year.


  • Edit the federal tax record. Click Add Record when finished.


Deleting a Federal Tax Record

  • Use the checkbox towards the far left of the federal tax record(s).


  • Click Delete Selected Record(s) from the Actions drop-down menu.


  • Confirm the deletion of the selected record(s).


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