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
• Federal Tax for Employee Profile
  • Create a Federal Tax Record
  • Edit a Federal Tax Record
  • Deleting a Federal Tax Record

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

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 Federal Tax Record
• Delete Selected Record(s)

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. 
    • If there is an existing active tax record when a new tax record is added, a stop/end date will be automatically added to the previous active tax record that is one day earlier than the start date of the new record. If there are multiple records with no end date, the system will add an end date to the most current record.
  • 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
  • Do not add end date to previous federal tax record - This option should be enabled if you do not want to auto-add an end date to the previous active record.
  • 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).