Manually Configure the Tax Withholding Card

The Tax Withholding card represents the employees' federal and state tax withholding form.

This card is very flexible and can support multiple manual configurations.

When you're doing this	Where's what you can do
Manually creating the card	Create a default card. For example, you must manually create the card in these situations. You've disabled the automatic card creation feature. You loaded employee records through HCM Data Loader (HDL). Create additional cards for an employee with multiple payroll relationships.
Modifying an existing card	Add a tax reporting unit (TRU) association. Add more work locations. For example, when a card doesn't inherit location changes, you must use the Calculation Cards task to manually update it. Adjust filing status, allowances, and withholding exemptions.
Transferring an employee	When transferring between payroll statutory units (PSUs), create a card for the new PSU. Update the card for an employee transferring between TRUs. Update the card for an employee transferring to a new location.
Capturing other HR changes	Sync the tax card to reflect changes to a person's HR data.