State Tax
The State Tax option allows users to view their current State tax data, establish new State income tax withholding, and make changes to their existing State income tax certificate withholding data.
When allowed by the State, the following changes can be made to existing State income tax withholding data:
- Change the number of exemptions.
- Change the marital status.
- Establish, increase, or decrease the amount of additional withholding.
Note: Users may not change their State, file exempt from State withholding, or claim more than 15 exemptions or dependents through this option.
Entering and Modifying State Tax
Users may enter and/or modify their State Tax information in EPP. The filing status, number of exemptions, and additional deductions may all be entered/modified. Self-service transactions that have been entered are also displayed on this page, if applicable.
- To change State tax data, select the State Tax component. The State Tax Certificate page is displayed. The user’s existing State tax data that is stored in the Payroll/Personnel System as of the last effective pay period is displayed.
Figure 103: State Tax Certificate Page
- Select Self-Service. The Enter State Tax Request page is displayed.
Figure 104: State Tax Certificate Page
- Complete the fields as follows:
Effective Pay Period, Year (Tax) Field Instruction
Number of Exemptions Field Instruction
Additional Amount To Be Withheld Each Pay Period Field Instruction
- Select Continue. The Submit State Tax Certificate Self-Service Request page is displayed.
OR
Select Exit to cancel the action and return to the State Tax Certificate page.
Figure 105: Submit State Tax Request Page
The fields are as follows:
Effective Pay Period, Year (State Tax) Field Instruction
Filing Status (Displays) Field Instruction
Number of Exemptions (Displays) Field Instruction
Additional Amount To Be Withheld Each Pay Period (State Tax) Field Instruction
- Select Submit to submit the new tax data. The State Tax Certificate Self-Service Request Confirmation page is displayed.
OR
Select Back to return to the Enter State Tax Request page.
OR
Select Exit to cancel the action and return to the State Tax Certificate page.
Figure 106: State Tax Certificate Self-Service Request Confirmation Page