Tax Status

Use Tax Status to view or update the tax information entered from your W-4 or state filing form. This information is included in the payroll tax calculations and populates some of the tax forms that Paychex provides. You must submit such changes in the normal process to the appropriate Human Resources or Payroll departments.

To display tax status requests, refer to Display Tax Status Requests.

To change federal or state withholding, refer to Print Tax Forms.

To update Tax Status:

Click employee | Compensation | Tax Status.
In the Federal column:
1. Select the filing status from the Filing Status: drop-down menu.
2. Type the number of your allowances in the Allowances: field.
3. Type your additional withholding amount in the Additional Withholding ($ or %): field. This number can be a percentage or flat dollar amount.
4. Select your withholding status in the Exempt from Withholding? drop-down menu. Refer to the Exempt from Withholding? table below for additional information.
5. Click Submit. This information is updated in your payroll through the HR administrator.
In the State column:
1. Select your state in the Employee Tax State: field.
2. Select the state in which you are employed from the Filing Status: drop-down menu. The Filing Status: drop-down menu only lists tax states valid for this company.

Note:

A notification is sent to an administrator when you change your tax state from what is currently listed.
If the state in which you are employed has special tax values for compliance purposes, the State Filing Status Override drop-down menu containing relevant values becomes available.

If this is the case, select the appropriate value from the State Filing Status Override drop-down menu.

1. Type the number of your allowances in the Allowances: field.
2. Type your additional withholding amount in the Additional Withholding ($ or %): field. This number can be a percentage or flat dollar amount.
3. Select your withholding status in the Exempt from Withholding? drop-down menu. Refer to the Exempt from Withholding? table below for additional information.
4. Click Submit. This information is updated in your payroll through the HR administrator.

Refer to the information below when updating the listed fields:

Exempt from Withholding?

Note:

If you need to change your Exempt from Withholding status, print and complete a blank Federal W-4 and the appropriate state withholding form. Return the completed forms to your company administrator.

Exempt from Withholding? Option	Description
No,Subject to Tax	Earnings are subject to state, federal, and any local taxes that apply and are withheld from the employee's paycheck.
Yes,Exempt	Earnings that are exempt from being taxed at the current time and, therefore, no taxes are withheld from the employee's paycheck.
No,Subject but not withholding	Earnings are subject to state, federal and any local taxes that apply, but are not currently withheld from the employee's paycheck.

Display Tax Status Requests

Note:

The Display Tax Status Requests link only displays if your company participates in the Tax Status Approval process.

Use Display Tax Status Requests to view pending requests, see a history of tax status change requests, or cancel tax status change requests.

The Requests Pending Approval section displays requests that are pending supervisor or administrator approval.
To cancel a request, click Cancel Request.
To view tax status request history, select the applicable status from the Tax Status Request History drop-down menu.

Print Tax Forms

Use Print Tax Forms to print certain tax forms:

Form W-4

Print a new Form W-4 to change federal withholding by clicking Print W-4.
Complete, sign, and date the Form W-4.
Submit the Form W-4 for processing.

State Withholding Certificate

1. Print a new state withholding certificate to change state withholding by clicking Print Form.
2. Complete, sign, and date the state withholding certificate.
3. Submit the state withholding certificate for processing.