Employee Tax Setup Tab

Use this tab to view the payroll-related tax information of the selected employee on the Manage Employee Earnings History screen.

Federal and SUTA

Field	Description
Federal Filing Status	This field displays the employee's federal filing status, such as S (Single) or M (Married).
Federal Exemptions	This field displays the number of federal tax exemptions claimed on Form W-4 by the employee.
Federal Override Amount	This field displays the employee’s federal withholding override amount (in lieu of the Costpoint-calculated amount withheld).
Federal Override Percent	This field displays the employee’s federal withholding override percentage (not the percentage from the Federal Tax tables).
Federal Additional Amount	This field displays any additional federal tax amount the employee elected to withhold, above the Costpoint-calculated amount.
Subject to Social Security	This field displays if the employee is subject to Social Security Payroll Tax.
Subject to Medicare	This field displays if the employee is subject to Medicare Payroll Tax
Subject to FUTA	This field displays if the employee is exempt from federal unemployment tax.
Subject to SUTA	This field displays if the employee has unemployment insurance coverage for the specified SUTA State.
Social Security Number	This field displays the social security number assigned to the employee at the time the record was computed or recalculated.
Step 2 of W-4	This check box indicates if the table for Step 2 of W-4 will be used for this employee's filing status (W-4 Step 2).
Form W-4 Version	This field displays the version of Form W-4 used by the employee, 2019 or 2020 or greater. If 2019 is selected, it means the most recent W-4 form submitted by the employee is 2019 or its earlier versions. If 2020 or greater is selected, it means the employee has submitted the 2020 W-4 form or its succeeding versions.