The Benefit Tax Withholding Elections screen stores the Person's federal, state, and local tax-withholding elections. Each section is enabled by its own Withhold check box.

• Federal Withholding: configure the Person's federal withholding method and Form W-4P information.
  • Withhold: select this check box when federal income tax should be withheld.
  • Basic Entries: enter the withholding information used by the selected method.
    • Type: select the federal withholding method.
    • Fixed Annual Amount: enter the annual amount to withhold when the selected method uses a fixed amount.
    • Fixed Percentage: enter the percentage to withhold when the selected method uses a fixed percentage.
    • Form Year: enter the applicable Form W-4P year, or select Pre-2022 for an earlier election.
    • Filing Status: select the filing status used by the pre-2022 or basic withholding calculation.
    • Number of Allowances: enter the number of federal withholding allowances.
    • Annual Adjustment (+/-): enter an annual amount to add to or subtract from calculated withholding.
  • IRS Form Values - Form W-4P: store the values from the selected Form W-4P year.
    • Filing Status: select the filing status reported on Form W-4P.
    • Line 2(b)(i), Line 2(b)(ii), and Line 2(b)(iii): enter the applicable multiple-pensions or multiple-jobs values. Line 2(b)(iii) is calculated by the application.
    • Line 3 - Qualifying Children, Other Dependents, and Other Credits: enter the applicable credit information. The separate Line 3 field displays the combined value.
    • Line 4(a) - Other Income: enter other income reported on the form.
    • Line 4(b) - Deductions: enter deductions reported on the form.
    • Line 4(c) - Extra Withholding: enter the additional amount requested on the form.
    • Signature and Date: display the signature information stored with the election.
    • View Form: open the associated Form W-4P.
• State Withholding: configure the Person's state withholding election.
  • Withhold: select this check box when state income tax should be withheld.
  • Percentage: enter the percentage to withhold.
  • State Code and Lookup: identify the state whose withholding rules apply.
  • Filing Status: select the applicable state filing status.
  • Number of Exemptions: enter the applicable number of state exemptions.
  • Annual Adjustment (+/-): enter an annual amount to add to or subtract from calculated state withholding.
• Local Withholding: configure the Person's local withholding election.
  • Withhold: select this check box when local income tax should be withheld.
  • Percentage: enter the percentage to withhold.
  • Local Code: enter the applicable locality code.
  • Filing Status: select the applicable local filing status.
  • Number of Exemptions: enter the applicable number of local exemptions.
  • Annual Adjustment (+/-): enter an annual amount to add to or subtract from calculated local withholding.