Manually Create and Update a Tax Withholding Card

In cases where you need to manually create or update the tax card, use the Calculation Cards task.

For example, in these situations you must manually create a card.

• If you disabled the automatic card creation feature

• If you loaded employee records through HCM Data Loader (HDL)

For further info, see Create a Personal Calculation Card for the US in the Help Center.

When the card doesn't inherit location changes, you must also use the Calculation Cards task to manually update it.

Here are some examples of when you must manually update the location.

If you want to do this	Here's how you do it
Link multiple assignments to a payroll relationship	The card doesn't update: The state used for unemployment and disability calculations The person's primary work address The card doesn't update these values because it can't identify which location record to use. In this case, you must manually update the card with the correct primary work address, SUI, and SDI.
Include employee assignments from different PSUs	Each assignment would have a separate Tax Withholding card.
Include employee assignments from the same PSU	If the assignments are in the same PSU, create the appropriate TRU associations.
Include states that levy school district income taxes	You must manually populate the school district on the Tax Withholding card. Depending on the state, you enter the school district under either the City or County node. For example, you enter Kentucky school districts under County. Enter Ohio school districts under City. For resident addresses in a township, you must populate Tax District on the address first. Then, you can populate the proper school district on the tax card.

For further info, see Examples of Updating the Tax Withholding Card After a Location Change in the Help Center.