Manually Update a Tax Withholding Card

Many updates to a person's Tax Withholding card occur automatically. However, in some cases, you must make manual updates.

• Adding or updating the tax reporting unit (TRU) associations

  • Unless you've disabled it, the sync process runs automatically whenever you submit the person's HR data changes.

  • To run it manually, use the Sync Calculation Cards process.

• Adjusting the person's filing status, allowances, and withholding exemptions

How to manage TRU associations

Some payroll actions automatically establish TRU associations, such as adding assignments, hiring, and employee transfers.

• If you select a TRU during the transfer process, it creates the association if one doesn't exist.

• If you don't select a TRU, and a single TRU association exists on the card, the process uses that association.

• If you don't select a TRU, and multiple TRU associations exist, the process doesn't establish any association for the assignment.

• If you don't provide any payroll info at all, the process doesn't create the TRU association.

There are cases where you need to add or update a person's TRU associations. For example, the person has a new assignment operating in a different TRU than their primary.

After you've updated the person's employment record with the new assignment info, you would configure the TRU associations on their tax card.

1. Open the Tax Withholding card for editing.

2. Click Associations.

3. Click Add.

4. Select the TRU.

5. In Assignment Details, click Add.

6. Select the person's assignment, and click Submit.

How to adjust filing status, allowances, and withholding exemptions

Any changes to a person's Form W-4 could impact the Federal, state, or local components on their tax card. Each state and local component could impose its own default settings, or they could follow the federal settings.

When you update the tax card, be sure to set the effective as-of date to the date these changes take effect.