Involuntary Deduction Overrides for the US

You can use calculation values as overrides for involuntary deductions. With them, you can override a value or rule associated with an involuntary deduction secondary classification.

There are general overrides applicable to most deduction types, as well as overrides for specific types.

• Some of these you set these through Enterable Calculation Values on Calculation Cards of the appropriate calculation component on the calculation card.

  For further info, see Set Overrides on the Involuntary Deductions Card for the US in the Help Center.

• Others are calculation value definitions that you set through the Calculation Value Definitions task.

  For further info, see Set Legislative Rule Overrides for Involuntary Deductions for the US in the Help Center.

General Overrides

These overrides might apply to multiple involuntary deduction types. Access them through Enterable Calculation Values on Calculation Cards of the appropriate calculation component on the calculation card.

Note: For these value names, <type> represents the deduction type and, when appropriate, the state name, such as Alabama Garnishment Order Amount or Educational Loan Order Amount.

Override name	What it does
<type> Additional Order Amount	Specific amount added to the deduction. For support orders, the payroll process adds this to the total withholding amount. For other involuntary deduction types, this is added to the order amount. Set the effective date override for the appropriate period or periods. The payroll process follows the appropriate legislative rules when applying this amount. This override observes any frequency value you entered on the card component detail.
<type> Exemption Percentage	Override for the exemption limit. For support orders, this percentage overrides the California Consumer Privacy Act (CCPA) limit. This applies to all conditions, such as arrearage and support other family. If you don't set this override, the standard CCPA limit for the governing state and conditions applies. You must enter a percentage in this field. For example, enter 10% as 10.
<type> Federal Minimum Wage Calculation Rule	This calculation value is informational only. Entering an override here has no impact on processing the involuntary deduction.
<type> Federal Minimum Wage Factor	Wage factor the payroll process uses in calculating protected pay. For example, if you set this value to 30, the payroll process would calculate the protected pay for Educational Loan deductions as either: The greater of either 30 times the federal minimum wage An exemption of 85% of disposable income This override applies to these deduction types. Creditor Debt Debt Collection Improvement Act Educational Loan Employee Requested Garnishment Regional Tax Levy Note: Individual states determine whether they use: This value <type> State Minimum Wage Factor value Both
<type> Initial Fee Amount	Override for the initial fee amount. If you don't set this override, the payroll process applies the applicable governing body's initial fee.
<type> Initial Fee Percentage	Override for the initial fee percentage. If you don't set this override, the payroll process applies the applicable governing body's initial fee. Enter this value as a percentage. For example, enter 2% as 2.
<type> Maximum Organization Fee Per Month	Override for the maximum monthly organization fee. If you don't set this override, the payroll process applies the applicable governing state's monthly maximum.
<type> Maximum Organization Fee Per Year	Override for the maximum yearly organization fee. If you don't set this override, the payroll process applies the applicablegoverning state's yearly maximum.
<type> Maximum Processing Fee Per Month	Override for the maximum monthly processing fee. If you don't set this override, the payroll process applies the applicablegoverning state's monthly maximum.
<type> Maximum Processing Fee Per Order	Override for the maximum per order processing fee. If you don't set this override, the payroll process applies the governing state's per order maximum.
<type> Maximum Withholding Amount	This calculation value is informational only. Entering an override here has no impact on processing the involuntary deduction.
<type> Maximum Withholding Duration Days	Maximum number of days the payroll process deducts the amount before stopping. It uses the start date set by the Involuntary Deduction Rules calculation component in the calculation. Note: The payroll process deducts the amount in each pay period including the pay period when the maximum duration is reached.
<type> Minimum Withholding Amount	This calculation value is informational only. Entering an override here has no impact on processing the involuntary deduction.
<type> Order Amount	Total amount to deduct for the order. Applies to all types except: Alimony Child Support Spousal Support Note: Entering a 0 value here doesn't stop payroll processing of this deduction. If you want to stop processing an involuntary order, end-date the card component. For further info, see Involuntary Deductions Card for the US in the Help Center.
<type> Order Percentage	Total percentage to deduct for the order. If you enter both an order amount and order percentage, the order amount takes precedence. By default, the payroll process uses disposable income as the basis for the order percentage calculations. Enter this value as a rate. For example, enter 5% as .05. This override applies to these deduction types. Bankruptcy Debt Collection Improvement Act Educational Loan Note: Entering an order percentage of 0% has no effect. To stop processing an involuntary order, end-date the card component.
<type> Order Rate	Total percentage rate to deduct for the order. If you enter both an order amount and order rate, the order amount takes precedence. By default, disposable income is used as the basis for the order rate calculations. Enter this value as a rate. For example, enter 5% as .05. This override applies to these deduction types. Creditor Debt Garnishment Employee Requested Regional Tax Levy Note: Entering an order percentage of 0% has no effect. To stop processing an involuntary order, end-date the card component.
<type> Organization Fee Amount	Amount override for external organization fee. If you don't set this override, the payroll process applies the governing body's organization fee, if applicable.
<type> Organization Fee Percentage	External organization fee percentage override. If you don't set this override, the payroll process applies the governing body's organization fee, if applicable. Enter this value as a percentage. For example, enter 2% as 2.
<type> Processing Fee Amount	Override for the per pay period processing fee amount. If you don't set this override, the payroll process applies the governing body's processing fee, if applicable. This override applies to these deduction types. Debt Collection Improvement Act Educational Loan
<type> Processing Fee Per Pay Period Amount	Override for the per pay period processing fee amount. If you don't set this override, the payroll process applies the governing body's processing fee, if applicable. For states with a processing fee, it applies to these types. Alimony Child Support Employee Requested Garnishment Creditor Debt Regional Tax Levy Spousal Support
<type> Processing Fee Per Pay Period Percentage	Override for the per pay period processing fee percentage. If you don't set this override, the payroll process applies the applicable governing body's processing fee. For states with a percentage processing fee, it applies to these types. Alimony Child Support Garnishment Creditor Debt Regional Tax Levy Spousal Support
<type> Processing Fee Percentage	Override for the per pay period processing fee percentage. If you don't set this override, the payroll process applies the applicable governing body's processing fee. This override applies to these deduction types. Debt Collection Improvement Act Educational Loan
<type> Protected Pay Amount	Amount you want excluded from disposable income calculations. If entered, the payroll process doesn't apply legislative rules for protected pay in its calculations. For example, if the employee has a 401 (k) loan amount with a bankruptcy, use the Bankruptcy Order Protected Pay Amount override. Enter the flat amount of the 401 (k) loan. This reserves enough money to deduct the loan in the payroll run. If you set both an exemption percentage and protected pay amount, the protected pay amount takes precedence.
<type> Protected Pay Rate	Rate you want excluded from disposable income calculations. If entered, the payroll process doesn't apply legislative rules for protected pay in its calculations. If you set both an exemption percentage and protected pay rate, the protected pay rate takes precedence.
<type> Replacement Order Amount	For support orders, this value replaces the total withholding amount. For other involuntary deduction types, this value replaces the order amount. You must date this override effective for the appropriate period or periods. This override observes any frequency value you entered on the card component detail.
<type> State Minimum Wage Calculation Rule	This calculation value is informational only. Entering an override here has no impact on processing the involuntary deduction.
<type> State Minimum Wage	State minimum wage the payroll process uses in its calculation of protected pay. For example, Alabama State Minimum Wage. Set this override to the appropriate local minimum wage when the employee is working in a location where there's a higher local minimum wage. Examples for California would be Los Angeles, San Francisco, and Santa Monica. Examples for New York would be Nassau county, New York City, Suffolk county, and West Chester county. For further info, see Minimum Wages for the US in the Help Center.
<type> State Minimum Wage Factor	Wage factor the payroll process uses in its calculation of protected pay. For example, if you set this value to 40, the payroll process calculates protected pay for Maine Creditor Debt as the greater of: 40 times the federal minimum wage 40 times the state minimum wag Exemption of 75% of disposable income This override applies to these deduction types. Creditor Debt Garnishment Regional Tax Levy Note: Individual states determine whether they use this value, the <type> Federal Minimum Wage Factor value, or both.
<type> Total Owed Amount	Total debt amount for the order. Note: When creating the involuntary deduction element, if you select Yes for Processing stop when the total is reached, the payroll process stops the deduction after the total owed is reached.If you select No, the deduction continues beyond the total owed. In these cases, the total owed is informational. When defining deductions of federal tax levy, always select No.
<type> Total Withholding Amount	Total amount to deduct for the order. If you enter both a total withholding amount and total withholding rate, total withholding amount takes precedence. This override applies to these deduction types. Alimony Child Support Spousal Support Note: For child support orders, this value appears on field 12a of the IWO form.
<type> Total Withholding Rate	Total percentage rate to deduct for the order. If you enter both a total withholding amount and total withholding rate, the total withholding amount takes precedence. This override applies to these deduction types. Alimony Child Support Spousal Support Enter this value as a rate. For example, enter 5% as .05.
Calculate Fee After Deduction	Enter Yes to calculate the fee based on the deduction amount derived by the payroll process. Use this override for cases where you want to use a percentage-based fee. You don't need this override for states that already use a percentage-based fee. Such cases include: Alimony, Child Support, and Spousal Support orders in Ohio and Tennessee Garnishments and Creditor Debts in Georgia and Illinois Regional Tax Levies in Indiana and Pennsylvania
Earnings Type for Deduction Rate Calculations	Identifies the earnings source used by the payroll process in rate calculations. Gross Earnings Disposable Income If you don't set this override, the payroll process uses disposable income as the source. Note: The process uses this override for rate calculations only. It doesn't impact the legislative rules the process uses to determine the maximum amount it can deduct.
Federal Minimum Wage	Override for the federal minimum wage. If you don't set this override, the payroll process uses the current federal minimum wage. For further info, see Minimum Wages for the US in the Help Center.
Statutory Rules Override Amount	Total amount to deduct for the order. This value overrides any value you set in other overrides as well as any legislative rules. This override ignores the frequency value entered on the card component detail.

Alimony

In addition to the general overrides, the following alimony overrides are available as calculation value definitions. Access them through in the Calculation Value Definitions task. When performing the search, replace <state> with the state name, such as Texas Alimony Exemption Percentage when Employee has Dependents and Payments In Arrears.

For further info, see Alimony Deductions for the US in the Help Center.

Override name	What it does
<state> Alimony Exemption Percentage when Employee has Dependents and Payments in Arrears	Percentage of allowable disposable income that's exempt from deduction. An entry in this field overrides the federal CCPA limit.
<state> Alimony Exemption Percentage when Employee has Dependents and Payments not in Arrears	Percentage of allowable disposable income that's exempt from deduction. An entry in this field overrides the federal CCPA limit.
<state> Alimony Exemption Percentage when Payments in Arrears	Percentage of allowable disposable income that's exempt from deduction. An entry in this field overrides the federal CCPA limit.
<state> Alimony Exemption Percentage when Payments not in Arrears	Percentage of allowable disposable income that's exempt from deduction. An entry in this field overrides the federal CCPA limit.

Bankruptcy Order

Other than the general overrides, there are no bankruptcy-specific overrides.

For further info, see Bankruptcy Order Deductions for the US in the Help Center.

Child Support

In addition to the general overrides, the following child support overrides are available as calculation value definitions. Access them through in the Calculation Value Definitions task. When performing the search, replace <state> with the state name, such as Texas Child Support Exemption Percentage when Employee has Dependents and Payments not in Arrears.

For further info, see Child Support Deductions for the US in the Help Center.

Override name	What it does
<state> Child Support Exemption Percentage when Employee has Dependents and Payments in Arrears	Percentage of allowable disposable income that's exempt from deduction. An entry in this field overrides the federal CCPA limit.
<state> Child Support Exemption Percentage when Employee has Dependents and Payments not in Arrears	Percentage of allowable disposable income that's exempt from deduction. An entry in this field overrides the federal CCPA limit.
<state> Child Support Exemption Percentage when Payments in Arrears	Percentage of allowable disposable income that's exempt from deduction. An entry in this field overrides the federal CCPA limit.
<state> Child Support Exemption Percentage when Payments not in Arrears	Percentage of allowable disposable income that's exempt from deduction. An entry in this field overrides the federal CCPA limit.
<state> Child Support Multiple Orders Dependents	Percentage of allowable disposable income that's exempt from deduction when the employee: Has multiple child support orders Is supporting a spouse or other dependents Applies to North Carolina only.
<state> Child Support Multiple Orders No Dependents	Percentage of allowable disposable income that's exempt from deduction when an employee: Has multiple child support orders Isn't supporting a spouse or other dependents Applies to North Carolina only.

Creditor Debt

In addition to the general overrides, the following creditor debt overrides are available. Access them through Enterable Calculation Values on Calculation Cards on the appropriate calculation component on the calculation card. Replace <state> in the field name with the state name, such as Tennessee Creditor Debt Number of Dependents.

For further info, see Creditor Debt Deductions in the Help Center.

Override name	What it does
<state> Creditor Debt Exemption Amount Per Dependent	Additional exemption amount per dependent override. If you don't set this override, the payroll process applies the governing state's exemption amount for dependents. Used by North Dakota, South Dakota, and Tennessee.
<state> Creditor Debt Maximum Withholding Duration Days for Multiple Orders	This calculation value is informational only. Entering a value here has no impact on processing the involuntary deduction. Available for Ohio only.
<state> Creditor Debt Number of Dependents	Number of dependents claimed by the employee. Used by North Dakota, South Dakota, Tennessee, and Virginia.

Debt Collection Improvement Act

Other than the general overrides, there are no DCIA-specific overrides.

For further info, see Debt Collection Improvement Act Deductions in the Help Center.

Educational Loan

Other than the general overrides, there are no Educational Loan-specific overrides.

For further info, see Educational Loan Deductions in the Help Center.

Employee Requested

In addition to the general overrides, the following Employee Requested field is available as an override. Access it through Enterable Calculation Values on Calculation Cards on the appropriate calculation component on the calculation card. Replace <state> in the field name with the state name, such as Texas Employee Requested Person Fee Amount.

For further info, see Employee Requested Deductions for the US.

Override name	What it does
<state> Employee Requested Person Fee Amount	Fee amount payable to a person.

Garnishment

In addition to the general overrides, the following garnishment overrides are available. Access them through Enterable Calculation Values on Calculation Cards on the appropriate calculation component on the calculation card. Replace <state> in the field name with the state name, such as Tennessee Garnishment Exemption Amount Per Dependent.

For further info, see Garnishment Deductions for the US.

Override name	What it does
<state> Garnishment Estimated Annual Gross Earnings	Enforces the state's yearly maximum withholding limits. If you don't set this override, the payroll process continues to follow the federal CCPA limits. Used for Iowa nonconsumer Garnishment debts.
<state> Garnishment Exemption Amount Per Dependent	Additional exemption amount per dependent override. If you don't set this override, the payroll process applies the governing state's exemption amount for dependents. Used by North Dakota, South Dakota, and Tennessee.
<state> Garnishment Maximum Withholding Duration Days for Multiple Orders	This calculation value is informational only. Entering a value here has no impact on processing the involuntary deduction. Available for Ohio only.
<state> Garnishment Number of Dependents	Number of dependents claimed by the employee. Used by North Dakota, South Dakota, and Tennessee.
<state> Garnishment Exemption Percentage When Employee Is Head of Family	Exemption percentage when claiming head-of-household status. If you don't set this override, the payroll process applies the governing state's exemption percentage. Available for Florida only.

Regional Tax Levy

In addition to the general overrides, the following regional tax levy overrides are available. Access them through Enterable Calculation Values on Calculation Cards on the appropriate calculation component on the calculation card. Replace <state> in the field name with the state name, such as Arizona Regional Tax Levy Additional Allowances.

For further info, see State Tax Levy Deductions in the Help Center.

Override name	What it does
<state> Regional Tax Levy Additional Allowances	Additional allowances claimed by the employee. To claim this allowance, the employee counts one for each of the following. Taxpayer is 65 or older Taxpayer is blind Taxpayer's spouse is 65 or older Taxpayer's spouse is blind Used by Arizona.
<state> Regional Tax Levy Deductions at Time of Writ After-Tax Amount	Total dollar amount of an employee's after-tax deductions. Used by Arizona.
<state> Regional Tax Levy Deductions at Time of Writ After-Tax Rate	Total percentage of an employee's after-tax deductions. This override uses disposable earnings as the basis for the percentage calculation. Enter this value as a rate. For example, enter 10% as .10. Used by Arizona.
<state> Regional Tax Levy Deductions at Time of Writ Deferred Compensation Rate	Percentage deduction for employee's 401 (k) deferred compensation plan. This override uses the Deferred Compensation 401K Eligible Earnings balance as the basis for the percentage calculation. If using 401 (k) plans, you must ensure feeds exist for this balance. Use this override for both pretax and Roth deferred compensation plans. Enter this value as a rate. For example, enter 10% as .10. Used by Arizona.
<state> Regional Tax Levy Deductions at Time of Writ Deferred Compensation 403b Rate	Percentage deduction for employee's 403 (b) deferred compensation plan. This override uses the Deferred Compensation 403b Eligible Earnings balance as the basis for the percentage calculation. If using 403 (b) plans, you must ensure feeds exist for this balance. Use this override for both pretax and Roth deferred compensation plans. Enter this value as a rate. For example, enter 10% as .10. Used by Arizona.
<state> Regional Tax Levy Deductions at Time of Writ Deferred Compensation 457 Rate	Percentage deduction for employee's 457 (b) deferred compensation plan. This override uses the Deferred Compensation 457 Eligible Earnings balance as the basis for the percentage calculation. If using 457 (b) plans, you must ensure feeds exist for this balance. Use this override for both pretax and Roth deferred compensation plans. Enter this value as a rate. For example, enter 10% as .10. Used by Arizona.
<state> Regional Tax Levy Deductions at Time of Writ Pretax Amount	Total dollar amount of an employee's pretax deductions. Used by Arizona.
<state> Regional Tax Levy Deductions at Time of Writ Pretax Rate	Total percentage of an employee's pretax deductions. This override uses gross earnings as the basis for the percentage calculation. Enter this value as a rate. For example, enter 10% as .10. Used by Arizona.
<state> Regional Tax Levy Exemption Amount For Self	Additional exemption amount for the employee to claim. If you don't set this override, the payroll process applies the governing state's exemption amount for self. Used by Kentucky, Massachusetts, and Rhode Island.
<state> Regional Tax Levy Exemption Amount Per Dependent	Additional exemption amount per dependent override. If you don't set this override, the payroll process applies the governing state's exemption amount for dependents. Used by Kentucky, Massachusetts, and Rhode Island.
<state> Regional Tax Levy Exemption Percentage	Exemption limit override. For example, the default exemption percentage for Massachusetts is 75%. If mandated by the order, you can use this field to override to 0%. Enter this value as a rate. For example, enter 10% as .10.
<state> Regional Tax Levy Hardship	Override to indicate if employee is claiming hardship. If you enter Yes, the payroll process derives the protected pay amount by using these amounts. Total Allowances override Legislative Virginia hardship exemption If the order specifies to take 100% of disposable income, enter a value of 1 in the Order Rate override. Used by Virginia.
<state> Regional Tax Levy Number of Dependents	Number of dependents claimed by the employee. Used by Kentucky, Massachusetts, Rhode Island, and West Virginia.
<state> Regional Tax Levy Total Allowances	Number of exemptions claimed by the employee. Used by Arizona, Michigan, and Virginia.

Spousal Support

In addition to the general overrides, the following spousal support overrides are available as calculation value definitions. Access them through in the Calculation Value Definitions task. When performing the search, replace <state> in the field name with the state name, such as Texas Spousal Support Exemption Percentage when Employee has Dependents and Payments In Arrears.

For further info, see Spousal Support Deductions for the US in the Help Center.

Override name	What it does
<state> Spousal Support Exemption Percentage when Employee has Dependents and Payments in Arrears	Percentage of allowable disposable income that's exempt from deduction. An entry in this field overrides the federal CCPA limit.
<state> Spousal Support Exemption Percentage when Employee has Dependents and Payments not in Arrears	Percentage of allowable disposable income that's exempt from deduction. An entry in this field overrides the federal CCPA limit.
<state> Spousal Support Exemption Percentage when Payments in Arrears	Percentage of allowable disposable income that's exempt from deduction. An entry in this field overrides the federal CCPA limit.
<state> Spousal Support Exemption Percentage when Payments not in Arrears	Percentage of allowable disposable income that's exempt from deduction. An entry in this field overrides the federal CCPA limit.

Tax Levy

In addition to the general overrides, the following federal tax levy overrides are available. Access them through Enterable Calculation Values on Calculation Cards on the appropriate calculation component on the calculation card.

For further info, see Federal Tax Levy Deductions in the Help Center.

Override name	What it does
Tax Levy Additional Allowances	Additional allowances claimed by the employee. To claim this allowance, the employee counts one for each of the following: Taxpayer is 65 or older Taxpayer is blind Taxpayer's spouse is 65 or older Taxpayer's spouse is blind
Tax Levy Deductions at Time of Writ After-Tax Amount	Total dollar amount of employee's after-tax deductions.
Tax Levy Deductions at Time of Writ After-Tax Rate	Total percentage of employee's after-tax deductions. This override uses disposable earnings as the basis for the percentage calculation. Enter this value as a rate. For example, enter 10% as .10.
Tax Levy Deductions at Time of Writ Deferred Compensation 403b Rate	Percentage deduction for employee's 403 (b) deferred compensation plan. This override uses the Deferred Compensation 403b Eligible Earnings balance as the basis for the percentage calculation. If using 403(b) plans, you must ensure feeds exist for this balance. Use this override for both pretax and Roth deferred compensation plans. Enter this value as a rate. For example, enter 10% as .10.
Tax Levy Deductions at Time of Writ Deferred Compensation 457 Rate	Percentage deduction for employee's 457 (b) deferred compensation plan. This override uses the Deferred Compensation 457 Eligible Earnings balance as the basis for the percentage calculation. If using 457 plans, you must ensure feeds exist for this balance. Use this override for both pretax and Roth deferred compensation plans. Enter this value as a rate. For example, enter 10% as .10.
Tax Levy Deductions at Time of Writ Deferred Compensation Rate	Percentage deduction for employee's 401 (k) deferred compensation plan. This override uses the Deferred Compensation 401K Eligible Earnings balance as the basis for the percentage calculation. If using 401 (k) plans, you must ensure feeds exist for this balance. Use this override for both pretax and Roth deferred compensation plans. Enter this value as a rate. For example, enter 10% as .10.
Tax Levy Deductions at Time of Writ Pretax Amount	Total dollar amount of employee's pretax deductions.
Tax Levy Deductions at Time of Writ Pretax Rate	Total amount of employee's pretax deductions. This override uses Gross Earnings as the basis for the percentage calculation. Enter this value as a rate. For example, enter 10% as .10. Note: You can include other order rates in this override. This includes order rates for any involuntary deductions in place before the levy that are based on a percentage of gross.
Tax Levy Total Allowances	Number of exemptions claimed by the employee. Note: For orders received before 5/1/18, the employee is entitled to an exemption for self. For orders on or after this date, don't include a total allowances value for self.