View and Modify My Tax Information

Modified on Wed, 3 May, 2023 at 12:46 PM

My Tax Information

If your security permissions are allowed, you can view and modify your employee tax information.

Access My Tax Information

You can view, but not edit your federal, state, and local tax information.

Navigation: Menu > My Info > My Pay > Tax Information

From the Tax Information page, select from the following Jump To links:
1. General: Contains rules applied to applicable tax sections. Settings are not specific to each employee.
2. Federal: Contains Federal tax-related information and data from your Form W-4.
3. State: Contains state-related tax information and data from your state withholding certificate.
4. Local: Contains local tax information.

Add a Tax Withholding Form

You can add state and federal withholding forms to the solution.

Navigation: Menu > My Info > My Pay > Forms > Withholding

From the Withholding page, select Add New. The Add New Withholding window appears.
Select the applicable year from the drop-down list.
Select +Add for the applicable withholding form. The selected form appears.
Complete the editable fields as needed.
Select from the following options:
1. Save: Select this option to keep any changes made to the form.
2. Submit: Select this option to submit the form for approval and processing.
3. Download PDF: Select this option to download a PDF version of the form.
Select the Back arrow to return to the Withholding page.
Note: The Status column on the Withholding page indicates each form’s status.
1. New: The form has been created.
2. Employee Completed: The form has been submitted for approval.
3. Processed: The form has been approved and changes have been processed