Configure Employee Level Reporting Parameters

In some cases, you might need to configure particular tax parameters for a specific employee. Employee-level reporting parameters can override the value for the same parameters configured at the legal entity level, if they are set. Some other tax parameters are exclusively employee-specific.

Before You Begin: You need to enable the Reporting Parameters role feature under Application Container > People > Employee Profile > Payroll > Tax Definitions > United States in the Features tab of System Admin > Roles to access the Quarterly/Annual Reporting Parameters section.

To configure tax reporting parameters for specific employees:

1. Go to People, open the employee profile, and click Payroll > Tax Definitions.
2. In the Quarterly/Annual Reporting Parameters section, click Add.
3. Provide an effective date range for the reporting parameters using the Start Date and End Date fields.
4. Select a tax authority in the State drop-down list.
5. Enter or set the reporting parameters, as needed.
6. Click Save.

See US Employee-Specific Tax Reporting Parameters.