Withholding Info W4/W5 US - Change Existing Record
Use this procedure to make a correction to an employee’s Withholding Allowance W4/W5 US (IT2010) infotype record.
In order to process payroll, employees must have an active federal Withholding Info W4/W5 US (0210) infotype record.
Please note per the Education Jobs and Medicare Assistance Act the W5 has not been used since 2010.
Tax overrides from Add. Withh. Info. US (0234) infotype will appear in Withholding Info W4/W5 US (0210) records. Federal, Idaho, and Oregon tax overrides cannot be maintained directly in Withholding Info W4/W5 US (0210). Refer to Add. Withh. Info. US procedures.
A Withholding Info W4/W5 US record cannot be changed to a different Subtype (STy: Fed, ID, OR). If there is no existing record with the same Subtype, use the Withholding Info W4/W5 – Create New Record user procedure to create a record with the correct Subtype.
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Step 1
Enter transaction code PA30 in the command field and click the Enter button.
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Step 2
Complete the following field:
- Personnel no.
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Step 3
Click Enter to populate the employee information.
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Step 4
On the Payroll tab, select the Withholding Info W4/W5 US radio button.
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Step 5
In the Time period section, select All.
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Step 6
Click the Overview button.
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Step 7
Select the record you wish to correct radio button.
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Step 8
Click the Change button.
TIPS:Using the Change button overwrites the existing record and should only be used when making corrections.
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Step 9
Enter the necessary corrections to the record.
Select the corresponding Subtype guide for guidance:
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.
If updates are made to the Start and To dates, HRMS will not retroactively collect taxes from an employee, but will refund an employee and correctly adjust the employer amounts (both collect or refund). Do not make retroactive changes across business areas or calendar years.
If the employee didn't provide an Oregon or Idaho form W-4, HRMS will withhold amounts based on their Federal Withholding Info W4/W5 US (0210) record. It is strongly recommended that employees submit an Oregon or Idaho form W-4 to ensure withholding amounts are correct.
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Step 10
Click the Enter button to validate the information.
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Step 11
Click the Save button.