HDL Support for Employee Tax Withholding Info

You will find it quicker to define tax withholding info for multiple employees through the new Tax Withholding HCM Data Loader (HDL) business object.  With this HDL template, you can define the tax info for as many people as you need without having to perform multiple operations, and you don’t have to create an HDL upload file from scratch.  This business object supports every level of US tax:  federal, state, county, city, and Pennsylvania political subdivision (PSD) codes.  Each tax card component includes only those attributes relevant to that component.

The template includes sections for these components.

Component Description
Tax Withholding

Identifies the employee based on the assignment values you provide.

Federal Taxes

Captures info that impacts the employee's federal tax calculations.

State Taxes

Captures info that impacts the employee's state tax calculations.

Pennsylvania PSD

Captures info specific to Pennsylvania PSD codes.

County Taxes

Captures info for the employee's related resident or work county tax calculations.

City Taxes

Captures info that impacts the employee's city tax calculations.

US Taxation

Include a US Taxation card component for each tax reporting unit where the employee works.

This feature makes is a much faster option for creating and updating Tax Withholding card info for multiple employees over defining them individually in the UI.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

  • To ensure your Tax Withholding business object reflects the latest field updates, download the newest template before updating it.  To find the template:

  1. Start the View Business Objects task.

  2. Search for the Tax Withholding business object.

  3. Download the .dat file.

  • You must include the Tax Withholding component whenever you create or update the Tax Withholding cards.

  • A Tax Withholding calculation card must have a continuous active Federal Taxes component with an edit record without any gaps.

  • If you don't provide a State Taxes component for a state that imposes resident tax or work taxes, the payroll process uses default values for tax calculation.

  • If you don't provide a County Taxes component for a county that imposes resident tax or work taxes, the payroll process uses default values for tax calculation.

  • If you don't provide a City Taxes component for a city that imposes resident tax or work taxes, the payroll process uses default values for tax calculation.

  • Higher-level components are not needed.  For example, you can define a County Taxes component without a State Taxes component.

Key Resources

See the following in the Help Center.

  • Guidelines for Loading US Tax Withholding Cards

  • Guidelines for Loading US State Taxes Card Components