Change Tax Information - Process Help (R12)

Use these instructions to change a person’s tax information, such as federal, state, and city tax withholding and exemptions.

Prerequisites

To change tax information

When completing the Oracle forms referenced in this procedure, note that a white field indicates optional entry or one that is conditional based on the particular process.

  1. Select People > Enter and Maintain to go to the Decision form.
    1. If the current effective date is different than the effective date of the change, click Yes to go to the Alter Effective Date form.
      1. Complete the Effective Date field:

    Field Name

    Required (R) or Optional (O)

    Description

    Effective Date

    R

    Date for which changes will become effective.

    1. Click OK to go to the Find Person form.
    1. If the current effective date is the effective date of the change, click No to go to the Find Person form.
  2. Complete one of the following Find Person form fields:

    Field Name

    Required (R) or Optional (O)

    Description

    Full Name

    O

    Person's last name.

    Social Security

    O

    Person's social security number.

    Type

    O

    Select from the List of Values:

    Contingent Worker

    Applicant

    Employee

     

    Employee Number

    O

    Person's ID Number.

  3. Click Find to go to the People form.
  4. Click Assignment to go to the Assignment form.
  5. Click Tax Information to go to the Federal Tax Rules form.
  6. As required, complete the following fields, if applicable:

    Field Name

    Required (R) or Optional (O)

    Description

    Filing Status (W4 Information)

    O

    Federal filing status. Verify or modify from the employee's IRS Form W-4.

    Allowances (W4 Information)

    O

    Number of exemption allowances. Verify or modify from the employee's IRS Form W-4.

    Additional tax (W4 Information)

    O

    Additional tax to be withheld. Verify or modify from the employee's IRS Form W-4.

    FIT (Tax Exemption)

    O

    Check to claim exemption from federal income tax. Verify or modify from the employee's IRS Form W-4.

    FUTA (Tax Exemption)

    —

    This field is NOT used by the Research Foundation.

    Medicare (Tax Exemption)

    O

    Check to claim exemption from Medicare tax. Verify or modify from the employee's IRS Form W-4.

    SS (Tax Exemption)

    O

    Check to claim exemption from Social Security tax. Verify or modify from the employee's IRS Form W-4.

    Note: An em dash (—) in the table above indicates a field that is automatically populated by the system or that is not needed.

  7. Select File > Save.
    1. If you need to change the state tax information, click State Tax and go to the State Tax form.
      1. If the State field displays New York, complete the following fields:

    Field Name

    Required (R) or Optional (O)

    Description

    Filing Status (W4 Information)

    O

    Filing status for state taxes. Verify or modify from the employee's NYS Form IT-2104.

    Allowances (W4 Information)

    O

    Number of allowances the employee claims. Verify or modify from the employee's NYS Form IT-2104.

    Additional tax (W4 Information)

    O

    Amount of any additional state tax withholding the employee requests. Verify or modify from the employee's NYS Form IT-2104..

    SIT (Tax Exemption)

    O

    Check to claim exemption from state income tax. Verify or modify from the employee’s NYS Form IT-2104E.

    SDI (Tax Exemption)

    —

    This field is NOT used by the Research Foundation.

    SUI (Tax Exemption)

    —

    This field is NOT used by the Research Foundation.

    WC (Tax Exemption)

    —

    This field is NOT used by the Research Foundation.

    Note: An em dash (—) in the table above indicates a field that is automatically populated by the system or that is not needed.

    1. Select File > Save.

    1. If you need to change the city tax information, click County Tax then click City Tax to go to the City Tax Rules form.
      1. As required, complete the following fields:

    Field Name

    Required (R) or Optional (O)

    Description

    Filing Status (W4 Information)

    O

    Filing status for local taxes.

    Allowances (W4 Information)

    O

    Number of exemption allowances the employee claims.

    Additional tax (W4 Information)

    O

    Amount of any additional city tax withholding the employee requests.

    Local Income (Tax Exemption

    __

    This field is NOT used by the Research Foundation.

    School District (Tax Exemption)

    __

    This field is NOT used by the Research Foundation.

    Occupational Privilege (Tax Exemption)

    __

    This field is not used by the Research Foundation.

    Note: An em dash (—) in the table above indicates a field that is automatically populated by the system or that is not needed.

    1. Select File > Save.