Manually Define the Tax Withholding card

For most employees, the sync process creates their Tax Withholding card automatically upon hire or assignment of their payroll relationship. You must manually define the card when:

You've disabled the sync process
You're using the HR-only product extension
You loaded employee records through HCM Data Loader (HDL)
You have employees with multiple payroll relationships

How to create the default card

In this example, you're creating a Tax Withholding card for an employee who didn't receive one upon hire. They work and live in Cincinnati, Ohio and have requested $100 in extra federal withholding.

From the Calculation Entries task, search for and select the person.
Click Add, and select Tax Withholding.
Click Submit.
Open the new card.
Click Regional.
Click Add and then Add Default State and Local Withholdings.
Add regional components for Ohio and Cincinnati.
1. Click Add and then Add Tax Withholdings.
2. Select state taxes for Ohio, and click Submit.
3. Click Add and then Add Tax Withholdings.
4. Add city taxes for Cincinnati, and click Submit.
Enter the Ohio state tax details.
1. Click Edit to open the State Taxes component for editing.
2. Enter the employee's Ohio tax details.
  
  For example, as this employee is an Ohio resident, click No for Nonresident.
3. Click Submit.
Enter the Cincinnati city tax details.
1. Click Edit to open the City Taxes component for editing.
2. Enter the employee's Cincinnati tax details.
3. Click Submit.
Enter the federal tax details.
1. Click Federal.
2. Click Edit to open the Federal component for editing.
3. Enter the $100 extra withholding requested by the employee.
4. Click Submit.
Define the employee's tax reporting unit (TRU) associations.
1. Click Associations.
2. Click Add.
3. Select the TRU you are associating with the employee.
4. Select the other required values in US Taxation.
5. In Assignment details, click Add.
6. Select the person's assignment.
7. Click Submit.
Click Done.