Adding or Updating Employee Federal Tax Settings
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APS Staff

Created Apr 17, 2024

Adding or Updating Employee Federal Tax Settings

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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.

Payroll Tab
3

Tax Information

Locate the tax information widget by using either the Jump-To panel, or by scrolling down to the Tax Information widget.

Tax Information
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.

Federal Tax Settings
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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.

Begin By Adding New Settings
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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.

Date From
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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.

Filing Status
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Two Jobs

Select yes if the employee marked the box for Step 2 of the W-4 form, otherwise select no.

Two Jobs
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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.

Claim Dependent
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Other Income

Enter the dollar amount from Step 4(a) of the W-4 form.

Other Income
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Deduction

Enter the dollar amount from Step 4(b) of the W-4 form.

Deduction
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Additional Withholding

Enter the dollar amount from Step 4(c) of the W-4 form.

Additional Withholding
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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.

Override Amount
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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.

Double Check and Add
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Completed

Once the system has accepted the new tax settings, a notification will show that it has been completed.

Completed
Well done!
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