Adding or Updating Employee Federal Tax Settings
1. My Team > Employee Information > Employee Profile
You can add and update federal tax settings for individual employees from their personal employee information profile. Begin by navigating to the profile for the employee you need to update.
2. Payroll Tab
The payroll tab houses all of the pertinent information for processing payroll for an employee. All of the employee's tax settings are located here.
3. Tax Information
Locate the tax information widget by using either the Jump-To panel, or by scrolling down to the Tax Information widget.
4. Federal Tax Settings
You will notice at the top of the widget that the Federal, State, and Local tax settings are located here. Ensure that the federal tax section is selected to continue.
5. Begin By Adding New Settings
Locate and click on the +Add button located on the right of the widget. This will open a popup to add federal withholding information. All information needed to fill out the federal withholding information will be found on the employee's W-4.
6. Date From
For a new employee, this needs to be set to their hire date. For an existing employee whose settings you are updating, the date should be set based on the date the employee turned in a new W-4.
7. Filing Status
Select the filing status located in Step 1.(c) of the W-4 form. If the employee did not select a filing status, or selected more than one filing status, contact the employee to verify the correct setting.
8. Two Jobs
Select yes if the employee marked the box for Step 2 of the W-4 form, otherwise select no.
9. Claim Dependent
Enter only the total dollar amount for Step 3 of the W-4 form. If the employee filled the total out incorrectly or only listed the total number of dependents and not a dollar amount, you will need to confirm with them the correct amount based on the calculation from the W-4 if they want their taxes to be withheld correctly.
10. Other Income
Enter the dollar amount from Step 4(a) of the W-4 form.
11. Deduction
Enter the dollar amount from Step 4(b) of the W-4 form.
12. Additional Withholding
Enter the dollar amount from Step 4(c) of the W-4 form.
13. Override Amount
Very rarely, an employee will want to withhold a different amount than what the federal income tax calculation is. You can use the Override Amount field to enter either a dollar or percentage for the employee's personal override to take effect. The "Type" field to the left of the Override Amount is where you select if the override amount is a dollar amount or a percentage of the employee's subject wages.
14. Double Check and Add
Once you have completed entering the tax settings, click the Add button at the bottom of the popup to add the new tax settings.
15. Completed
Once the system has accepted the new tax settings, a notification will show that it has been completed.
