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Entering State Tax Data

  1. To enter state tax, select Payroll Documents menu group.
  2. Select the Tax Data menu group. The Tax Data page - Find an Existing Value is displayed. The information on this page will allow the user to locate an existing employee in order to enter or change tax data.

 

Tax Data Page - Find an Existing ValueFigure 44: Tax Data Page - Find an Existing Value

  1. Enter the search criteria.
  2. Select the Search button. A page is displayed with tabs for city, county, State, and Federal taxes.
  3. Select the State Tax Data tab. The State Tax Data tab is displayed.

 

State Tax Data Tab

Figure 45: State Tax Data Tab

  1. Complete the fields as follows:

 

Field

Description/Instruction

Name

Populated from the search criteria. The name of the employee is displayed from the Empl ID entered.

Empl ID

Populated from the search criteria entered.

Record

Displays the number of records for the employee.

SSN

Populated from the search criteria entered. The employee SSN is displayed based on the Empl ID.

 

  1. Complete the State Tax Data fields as follows:

 

Field

Description/Instruction

Effective Date

Required field. Populated with the beginning date of the current pay period. Enter a date or select a date from the calendar icon. This is the date on which a table record becomes effective; the date that an action begins. This date also determines when to view or change information. Select a date from the calendar icon to change the default date.

Pay Period

Populated and cannot be changed.

Date Entered

Populated with the beginning date of the current pay period or select a date from the calendar icon.

User ID

Populated with the system identifier and name of the individual who generates the transaction.

Transaction Status

Defaults to In Progress. Select the down arrow to select a different status.

 

  1. Complete the Exemption Data fields as follows:

 

Field

Instruction

State tax withholding state code

Enter the applicable two numeric positions for the State in this field. The State name is displayed.

Total Number Of Allowances

Enter the total number of allowances claimed (three numeric positions). Select the NFC Tax Instructions link for more tax information.

Additional Withholding Amount

Enter the amount in dollars and cents to be withheld in addition to the amount withheld in accordance with the tax formula.

 

At this point, the following options are available:

 

Step

Description

Select the Save button

Saves the new data entered.

Select the Return to Search button

Returns the user to the applicable page to search for another record.

Select the Previous in List button

Returns to the previous person on the list.

Select the Next in List button

Advances to the next person on the list.

Select the Notify button

Notifies the next individual in the workflow.

Select the Previous Tab button

Views the data on the previous tab.

Select the Next Tab button

Views the data on the next tab.