Automatically Create the Tax Withholding Card

You use the Manage Features by Country or Territory task to activate localization-specific functionality for your enterprise. When you select Payroll or Payroll Interface for the United States localization, your workers automatically receive a Tax Withholding card whenever you:

  • Define them through the New Hire task.

  • Assign them a new payroll relationship.

  • Convert their employee data through batch loaders.

By default, the new card declares a Single or Married filing separately filing status.

Here's how to set up automatic Tax Withholding card creation.

  1. Use the Manage Features by Country or Territory task to set the Selected Extension parameter to either Payroll or Payroll Interface, as appropriate for your implementation.

  2. Confirm you have created element eligibility for the US Taxation element. This element is automatically added to the employee's element entry when you associate the card to the tax reporting unit (TRU).