1. Implementing Payroll for the United States
  2. Tax Withholding Card

Tax Withholding Card

The Tax Withholding card is the default employee federal tax card for the US. The info this card captures is used for populating federal forms, such as the W-4, and regional cards, such as the Pennsylvania Residency Certificate.

This card provides important info the payroll process needs to calculate taxes.

  • Filing status

  • Number of allowances

  • Exemptions from taxes

This info is based on the employee's selections on their Form W-4.

Note: You can use this card to manage employee federal and W-4 tax info if you have an HR Only implementation. For further info, see Tax Withholding Card for HR Only Implementations on the Help Center.

There are multiple actions you can perform on this card.

What you want to do

How you do it

View the tax card

As the employer, use the Calculation Cards task.

Employees can view it from their Me page.

Create and update the card

Use the Calculation Cards task.

For employees hired prior to 2020, the default federal settings for the card are Single 0.

For the 2020 and onward, the default is Single or Married filing separately.

Calculate an employee's work state

If you have enabled sync actions, the card determines this automatically. For further info, see Sync Calculation Cards below.

Employees working in multiple states may require special tax card configuration.

Perform additional tax card configuration

Once you have created the tax card, it may require some additional configuration.

For further info, see the following in the Help Center.

  • Tax Withholding Card Regional Info

  • Tax Withholding Card Withholding Overrides

  • Tax Withholding Card Tax and Wage Accumulation Exemptions

For further info, see the following in the Help Center.

  • View the Tax Withholding Card

  • Create and Update the Tax Withholding Card

  • Configure the Tax Withholding Card

  • Calculate an Employee's Work State

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