Understanding Additional Tax Overrides Entry

You use the Additional Tax Overrides form to enter employee-level Quantum tax overrides. This form can be used to track whether or not an employee has filed a Non-Resident Certificate when the work state differs from the resident state. For employees who live and or work in Arizona, the form also enables users to specify whether an Arizona Voluntary form is on file with the employer. Many states now require that employees file these forms in order to receive tax credit.

The form also provides users with the ability to override the method that the system uses when calculating state and local taxes that are subject to jurisdictional interaction treatment (JIT), also known as reciprocity agreements. If a JIT override exists for an employee, this information is passed to Quantum each time a payment is calculated. The Quantum system determines if reciprocity rules for state withholding taxes should be overridden and calculates state and local taxes accordingly.