My Federal Tax Filing Information#
This Employee self-service screen will allow the employee to enter or update only the Federal Misc Parm values.
PA (Personnel Actions) type WEPW4F is attached to the screen to handle the employee's PA. The ISFPT must be setup with the function of WEPW4F.
A default entry (without choosing any state information) should be added here to enter the Federal W4 and Federal level Miscellaneous filing information.
This function is date sensitive and changes made in these areas below the date navigator may be split with a new effective date.Federal W4 tab#
- Addl Tax Per Period
- This field shows the amount of additional tax to be taken each pay period. If the employee does not have enough taxable earnings this amount will only be taken if the additional tax option is set to 'always' in the Payroll Information form and the pay is a 'Regular Pay' pay category.
- If Federal Tax Method = Annualized + %, then this field contains the percentage that will be apply to federal earnings and treats as additional tax. (e.g. 5%, enter as 5).
- If Federal Tax Method = Annualized + Amount, then this field contains a per pay period additional tax amount.
- Flat Tax Amount
- This field contains the flat tax amount that has been pre-calculated by you to be taken for the pay.
- It will be used when Federal Tax Method = Flat Amount Method.
- Tax % Override
- This field contains the federal tax percentage applicable to this employee.
- If the percentage is greater than zero, it will be used whenever the FED-TAX-METHOD or FED-SUP-METHOD specifies to use %. Otherwise the percentage from GOVTREG file (IDGV) will be used.
W4 and Miscellaneous Parameters#
The Misc Tax Parameters provided here are for the Federal level.
- Tax Parm
- Misc Tax Parameter is in the format of 'XXnnnn', where XX is the State code and nnnn is a sequential 4 digit number. The sequence is not pre-determined, it is simply the order in which the parameter was loaded in by UPUTR. The sequence is used to order the parameters and to distinguish them at the state level in IPRLUS.
- W4 Misc. Identifier
- The Miscellaneous Identifier is used to 'identify' the state's tax parameters used to provide additional information as supplied by the client or employee to calculate the taxes. These parameters often simulate information requested on the withholding certificate of the state. For example, FILINGSTATUS is a common Miscellaneous Tax Identifier.
- Description
- The Description field is used to display the name of the Tax Identifier without abbreviations.
- Entered Value
- The Value field allows the Employee to provide their choice for the Tax Parameter. The Value field holds the valid value as indicated in the Reference Text. For example, for Filing Status the value may be S for single or M for married. The Values may be different for each state.
- Default
- The client may provide a default value to a Tax Identifier/Parameter. The default value will be used by UPCALC unless the Employee provides a Value in IPRLU or IPRLUS. The Default Value must be a valid value as indicated in the Reference Text.
