Tax Filing

The "View Tax Filing" information page provides access to review your payroll tax filing status and exemption information.

Example of Tax Filing

For more information about part of the screen, click on that part of the following image.

Sample Tax Filing View

Parts of a Tax Filing View

A header describes the tax. For instance, "Fed. Income Tax" is for federal income tax. For each tax that is currently associated with your payroll records, the following displays.

• Filing Status.  The system tax filing status code and description.
• Number of Exemptions.  The number of exemptions claimed.
• Additional Tax Amount.  Any additional tax amount requested. Typically, this is  0.0000.
• Additional Tax Percent.  Any additional tax percentage requested. Typically, this is 0%.
• Exempt?  Typically, this is No.
• Update Filing.  To request a change to your tax filing information for the tax filing authority, click on the "Update Filing" link.

Add Work State

To submit a request to add another work state for tax purposes, completed the following,

1. In the field under "View Tax Filing," select the additional state where you work.
2. Click on the link to Add Work State. The Tax Filing Wizard opens.
3. Read and follow the on-screen instructions. Click Next to continue.
4. Click on a form to view it. You may need to click on Open.

Print and complete the form(s) as needed. In many cases, your Payroll department will require a printed copy of the form to finalize the tax filing change.

5. I have view the applicable forms above. Select the checkbox to certify that you have viewed the applicable forms listed above.
6. The work state displays but cannot be changed from this panel. If you choose the wrong work state, click on Cancel.
7. Complete the following:

• Work State Filing Status (required). The system code for the tax filing status.
• State Income Tax exemptions (required). The number of exemptions claimed.
• State Income Tax additional $ (enter if needed). Typically, this is  0.0000. Enter the amount of additional tax to withhold, if any. For instance, $250.00 would be entered as 250 or 250.00
• State Income Tax additional % (enter if needed).  Typically, this is 0%.
• Exempt?  Typically, this checkbox is left clear. Only select this checkbox if you are claiming to be exempt from this state tax.
• Under penalties of perjury, I declare that I have examined this certificate and to the best of my knowledge and belief, it is true, correct, and complete. Select this checkbox to certify that this is true.
• Enter your first name and last name (required). To sign the certification, type your first name, a space, and your last name.
• Enter your password (required). To complete the certification, enter your system password, and click on Next. The following displays:

"Your information has been successfully saved in the system. Once approved by the supervisor, you will receive a confirmation email."