How do I set withholding overrides on the tax card for the US?

You can set tax withholding overrides in the Withholding Exemption section on the card's federal or state components.

Here are the overrides you can set for these components.

  • Regular Amount

  • Regular Rate

  • Supplemental Amount

  • Supplemental Rate

When you do, consider the following.
  • If you enter values for both amount and rate overrides, the amount takes priority over the rate.

  • If the employee is exempt from federal (FIT) or state income tax (SIT) withholding or wage accumulation, the payroll process ignores these overrides.

  • For employees who want to withhold a specific amount, use the Regular Amount and Supplemental Amount overrides. Don't mark them as exempt.

  • Regular earnings always use the regular overrides, regardless of which run processes them.

  • If you've enabled period-to-date calculations, the payroll process doesn't consider the prior run values for these when calculating the current pay period.