How do I display retirement eligibility info on the Tax Withholding card?

You enable this by editing the person's Reporting Information Calculation Card.

1. From My Client Groups, click Payroll.

2. Click Calculation Cards.

3. Search for and select the person.

4. Open their Reporting Information Calculation Card for editing.

5. Set Eligible for Retirement Plan to Yes.

You can set this option even if the employee isn't currently contributing to a plan.