PR14.2 – Tax Withholding Lock-In

About PR14.2

Use Tax Witholding Lock-In (PR14.2) to enter and maintain a 'lock' to thewithholding level for Federal or State withholding tax for U.S. employees for whom the employer has received a "lock-in letter" from the IRS or state witholding jurisdication. Maintenance on employee Additional Tax Fields shouldbe performed using Employee U.S. Taxes (PR13.1) prior to enabling the lock-inon the Federal or State withholding tax deduction(s). Important: Lock-in values are not effective dated, so do not enter lock-in values inadvance of when they are to take effect. Instead, you will need to wait for the appropriate pay cycle to be reached before entering the lock-in values. NOTE: Federal withholding tax means the U.S. tax deduction being 'locked' isdefined as Tax Category 01, and the Tax Authority tied to the deduction is defined as Authority Type FD. State withholding tax means the U.S. tax deduction being 'locked' is definedas Tax Category 01, and the Tax Authority tied to the deduction is defined as Authority Type ST. Marital Status and Exempt Number can be maintained using Tax WithholdingLock-In (PR14.2). Changes entered on this screen for these fields overwrite any employee-elected amounts on PR13.1. Once the IRS-mandated withholding levels are 'locked' using the "Lock-In" field, no changes in withholding levels (marital status, exemptions, additional amounts, etc) via Employee U.S.Taxes (PR13.1), Employee Self Service, or Employee Deduction Master Load (PR514) are allowed to any of these fields. Values in the Additional Tax Fields populated via Employee Self Service,Employee U.S. Taxes (PR13.1) Employee Deduction Master Load (PR514) are displayed on this form to provide visibility of previously existing overridesfor the employee. Enabling the 'lock' does not disable or otherwise negate the functionality of these fields.

Updated files (6)

Referenced files (16)

Related forms

• PR14.1 Employee Deduction

Program calls

Invoked programs (12)

ACAC, ACTA, API4, HRLO, IFAC, IFCU, IFLU, IFOB, IFSG, IFUP, SLSE, SLSU

Calling programs (1)

ZP580