Other Taxes US - Change Existing Record

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Procedure Updated: 
08/09/2022

Use this procedure to make a correction to or end an employee’s Other Taxes US (0235) infotype record.

Tips: 

Certain groups of employees are exempt from some taxes because of the nature of the work they do. These may include:

Exemptions from Federal Taxes

Exemptions from State Taxes

These groups of employees require an Others Taxes US (0235) record created to exempt them from these taxes processing through payroll.

If exemptions are needed for Federal Withholding, refer to the Withholding Info W4/W5 US - Create New Record procedure instead.

  1. Step 1

    Enter transaction code PA30 in the command field and click the Enter button.

    Command field with transaction code PA30.

  2. Step 2

    Complete the following field:

    • Personnel no.

    Personnel no. field selected.

  3. Step 3

    Click Enter to populate the employee information.

  4. Step 4

    On the Payroll tab, select the Other Taxes US radio button.

    Payroll tab with Other Taxes US selected.

  5. Step 5

    Click the Overview button.

  6. Step 6

    Select the record you wish to correct or end.

    Other Taxes record to correct or end selected.

  7. Step 7

    Click the Change button.

    TIPS:
    • Using the Change button overwrites the existing record and should only be used when making corrections.

  8. Step 8

    Enter necessary changes to the record:

    Other Taxes Tax 087 changed selected

    TIPS:
    • In most cases, the Start and To dates should not be changed. Changing the Start or To dates will delete the record being updated.

    • Exemption selections are as follows:

      • Blank - Not exempt
      • R - Exempt, reportable: use for an employee that is exempt from taxation, but whose earnings are reportable.
      • X - Exempt, partly reportable: use for an employee when no tax is withheld and the /6XX wage types are built, but the /7XX wage types are not.
      • Y - Exempt, not reportable: use for an employee that is both exempt from certain taxes and whose earnings should not be reported, such as a foreign national.
    • Paid Family and Medical Leave (PFML) Tax Types are:

      • 087 – Employee Family Leave Insurance Tax
      • 099 – Employee Medical Leave Insurance Tx
      • 100 – Employer Medical Leave Insurance Tx
    • Refer to the Washington Paid Family & Medical Leave program on the Employment Security Department’s website for questions related to an employee’s PFML exempt status or contact the PFML program at paidleave@esd.wa.gov.

    • WA Cares Fund / LTSS Tax Type is:

      • 113 – WA Cares Fund LTC Tax - EE
    • You may notice tax type 114 – WA Cares Fund LTC Tax – ER listed on this infotype. This was created and delivered by SAP and should be ignored. WA Cares Fund is funded entirely by employee contributions, there are no employer premiums for this program.

    • Employees who have received an ESD approved exemption to the WA Cares / LTSS premiums, should have their Exempt status set to R – Exempt, reportable.

      Other employees who are not liable for WA Cares / LTSS premiums, should have their Exempt status set to Y – Exempt, not reportable.

      For more information on LTSS premiums and exemptions, see the Employer Long Term Services and Supports FAQ and the Employer LTSS & PFML IT0235 Decision Matrix on the Payroll Resource webpage.

    • It is strongly recommended to record the reason for exemption using Maintain Text.

  9. Step 9

    Click the Enter button to validate the information.

  10. Step 10

    Click the Save button.

    TIPS:
    • Be aware that most exemptions should be delimited in the event of a Separation or Transfer to a new agency, as many exemptions do not follow the employee.

    • One exception is employees with an ESD approved exemption to the WA Cares Fund / LTSS program. These employees’ Exempt status (R – Exempt, reportable for tax type 113 – WA Cares Fund LTC Tax -EE) should remain active upon transfer or separation.