Taxes - Federal Tax

The Federal Tax screen houses federal tax information for the employee. From this page, Federal Tax information can be viewed, added, or edited.

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Before the Federal Tax feature can be utilized on the Employee Portal, you must first turn on Federal Tax Info under Setup > Setup Properties of the Administration Portal. Expand Employee Portal Setup and click on Employee Portal. Click on the tab Quick Links. Check the box for Federal Tax Info.

Create a Federal Tax Record

  • From the Actions drop-down menu, click Create Federal Tax Record.

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  • Fill in relevant federal tax information. Any fields marked in Red are required.
    • Specify the Year
    • Enter the Start Date
    • Enter the End Date
    • Enter Override Amount
    • Enter Override Percent
    • Select Filing Status
    • Check any boxes for:
      • Exempt
      • Two Jobs
      • Employee is Non-Resident Alien
    • Enter Dependents
    • Enter Other Income
    • Enter Deductions
    • Enter Extra Withholding

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  • Click Add Record when finished.
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