Select Employee to Record Withholding Allowances

Select Employee to Record Withholding Allowances

Click “Record Withholding Allowances” under “Employee Tax Data - US” to navigate to “Select Employee to Record Withholding Allowances” page.
Enter the following details in the header:

Employee Tax Data Unit	From the drop-down list box, select the tax data unit for which withholding allowances are to be declared. Mandatory.
Date Format	The date applicable to the login user.

Enter the following details under “Search Criteria” to search for the employee to record withholding allowances.

Employee Code	The relevant code of the employee.
Employee Name	The name of the employee.
SSN	The social security number of the employee. Note: This refers to the number issued by the Social Security Administration to a U.S. citizen or to a person sanctioned by the Immigration and Naturalization Service to work in the United States.
Tax Year	From the drop-down list box, select the tax year for which withholding allowances are to be declared. The drop-down list box displays all the tax years defined in the “Create Tax Year” activity. By default the system displays the latest tax year. Note: When you select previous year then the last submitted record available for that respective year is displayed.

Click “Search” to search for the relevant employee details.
The following details are displayed in the “Search Results” multiline:

Employee Code	The relevant code of the employee.
Employee Name	The name of the employee.
SSN	The social security number of the employee.
Tax Year	The tax year for which the withholding references are to be declared.
W4 Status	The status of the W4 record is displayed in this field. Filled: The status is “Filled”, if the employee has declared his W4 record. The employee is allowed to make any further changes, if needed. Not Filled: The status is “Not Filled”, if the employee has not declared his W4 record. The employee is allowed to fill his record for the first time.
State/Local Withholding Declaration Status	The status of the state and local withholding allowance is displayed in this field: Filled: The status is “Filled”, if the employee has declared his state/local withholding allowance. The employee is allowed to make any further changes, if needed. Not Filled: The status is “Not Filled”, if the employee has not declared his state/local withholding allowance. The employee is allowed to fill his record for the first time.

Click the link under “W4 Status” column to navigate to “Record W-4” page. You are allowed to enter the field details and submit.
Click the link under “State/Local Withholding Declaration Status” column to navigate to “State/Local Withholding Allowance Certificate” page. You are allowed to enter the field details and submit.