My State Tax Filing Information#

This Employee self-service screen will allow the employee to enter or update only the State Misc Parm values.

PA (Personnel Actions) type WEPW4S is attached to the screen to handle the employee's PA. The ISFPT must be setup with the function of WEPW4S.

This function is date sensitive and changes made in these areas below the date navigator may be split with a new effective date.

State W4 tab#

Add'l Tax Per Period

This field indicates 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 State 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 State 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. This field will be used when State Tax Method = Flat Amount method.

Tax % Override

This field contains the state tax percentage applicable to this employee.

If the percentage is greater than zero, it will be used whenever UST_TAX_METHOD or UST_SUPPL_TAX_METHOD specifies to use %. Otherwise, the percentage from GOVTREG file (IDGV) will be used.

Add'l Tax for Res.

This field indicates whether the additional tax per period is for Residence State tax:

• Add Tax not for RES
• Add Tax for RES

Add'l Tax for Work

This field indicates whether the additional tax per period is for Work State tax:

• Add Tax not for WORK
• Add Tax for WORK

W4 and Miscellaneous Parameters#

The Misc Tax Parameters must be provided for all States the employee lives and works in

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.

W4 Meaning and Misc Parm Explanation#

This section will hold detailed information and allowed values that a user can enter in the ‘Entered value’ field corresponding to the selected parameter in the miscellaneous section.

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Notes #

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