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.
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Filing status
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Number of allowances
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Exemptions from taxes
This info is based on the employee's selections on their Form W-4.
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.
What priority this card has
During tax calculation, the payroll process uses any settings you make on these cards over settings you've made at the organization card or legislative data group (LDG) levels.
What actions you can perform
There are multiple actions you can perform on this card.
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What you want to do |
How you do it |
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View the tax card |
As the employer, use the Calculation Cards task. Employees can view it from their Me page. |
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Automatically create the card |
Automatic card creation is based on your Oracle Cloud HCM license. For most employees, the New Hire process automatically creates the Tax Withholding card. For further info, see Automatically Create the Tax Withholding Card in the Help Center. |
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Automatically update the card |
The card syncronization process manages how and when the tax card is updated based on changes you make to the employee's info. For further info, see Automatically Update the Tax Withholding Card in the Help Center. |
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Manually 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. |
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Calculate an employee's work state |
If you have enabled sync actions, the card determines this automatically. Employees working in multiple states may require special tax card configuration. |
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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.
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- Create and Update the Tax Withholding Card
- Employee Work State Considerations
- Examples of Updating the Tax Withholding Card After a Location Change
- How the Payroll Process Determines the Employee Work State
- State Reciprocity Agreements
- View the Tax Withholding Card
- Configure the Tax Withholding Card
- Create a Personal Calculation Card for the US
- Sync Calculation Cards for the US
- Tax Withholding Card for Non-Payroll Extensions