Complete Tax Withholdings

FEDERAL TAX WITHHOLDING

1.  From the Workday main menu, select the Pay application.  
2.  Under the Tasks column, select Withholding Elections.  
3.  Select the Federal Elections tab.
4.  Click Update.   
5.  The Complete Federal Elections screen displays.
6.  Confirm the Company.
7.  The Effective Date defaults to today’s date. You may edit this date to coincide with a future pay period if you would like your withholding changes to begin later.
8.  Click OK.  
9.  Review the W-4 form and complete all required fields. Consult a tax professional to ensure the fields are filled out accurately.
10.  Click the I Agree checkbox when finalized.
11.  Click OK.

STATE & LOCAL TAX WITHHOLDINGS

1.  From the Workday main menu, select the Pay application.  
2.  In the Tasks column, select Withholding Elections.  
3.  Select the State/Local Elections tab.
4.  Click Update.  
5.  The Complete State and Local Withholding Elections screen displays.
6.  Confirm the Company.
7.  The Effective Date defaults to today’s date. You may edit this date to coincide with a future pay period if you would like your withholding changes to begin later.
8.  Confirm the State and Withholding Form Type that default.
9.  Click OK.  
10.  Review the state form and complete all required fields.  
11.  Click the I Agree checkbox when finalized.  
12.  Click OK.