Creating a Deduction Set - Federal & State Information

1. Complete the Federal Withholding Information.

   • Filing Status: Select from the pull-down list.

   • Allowances: Enter the number of exemptions this employee is claiming.

   • Additional Withholding: Enter a dollar amount, if this employee wants more withheld than would be withheld under the number of allowances claimed.

   • Earned Income Credit: Select No. The Advanced Earned Income Tax Credit was repealed on 8/10/2010.

   • W-5s Filed: Necessary only when Earned Income Credit is Yes.

   • FICA Exempt: Select Yes if the employee should not have FICA withheld from his/her wages. Select No to withhold FICA from the wages.

   • Medicare Exempt: Select Yes if the employee should not have Medicare withheld from his/her wages. Select No to withhold Medicare from the wages.

   • GTL Coverage Type: Select from Fixed, Multiple of actual pay, Multiple of job salary.

   • • If Fixed:

     • • GTL Coverage: Enter the amount of the GTL coverage.

       • GTL Effective Date: Enter the effective date.

       • Distribution: How should the GTL benefit be distributed? Select from Evenly over Pay or Lump Sum.

     • If Multiple of actual pay or Multiple of job salary:

     • • GTL Factor: Enter the number by which the actual pay or job salary will be multiplied.

       • GTL Additional Amount: Enter the amount of the additional GTL policy, if applicable.

       • GTL Effective Date: Enter the effective date.

2. Complete the State Withholding Information. The fields displayed will vary according to state.

Continue with Create a Deduction Set — Fixed Amount
OR if you don't need to add deductions, benefits, or direct deposit information, click Save or Save and Approve.

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