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Configure this setup the following steps if you are using tax Federal and State Withholding Tax activities in the onboarding process. The following steps This will allow System Administrators to configure the additional tax data such as for Federal Employer ID Number (FEIN) and Tax Account ID Number specific to each statefor all states.
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Steps to configure additional tax data
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1) Add tax related Form Fields specific to each state in Supplemental Attribute Smart Form through a Content Revision
The initial step is to create a new Content Revision. On the Content Revision page, click "Review/Update" for Smart Forms.
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In Smart Forms lookup, select "Company Supplemental Attribute" Smart Form.
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The Smart Form page opens as below. By default the Company Federal Employer ID Number (FEIN) field is pre-populated on this page.
Note: For existing cloud customers this field customers Company Federal Employer ID Number (FEIN) may not be available as default. They may have to add this field if needed.
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Insert the Form Fields on the Smart Form. Since the Form Fields for Company Tax ID Number for all states have already been defined in the system, there is no need to create these fields again.
Position the cursor where you want to insert the Form Field and click on "Insert Form Field".
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On the popup page, select the Input Type as "Edit Box" and click on "Lookup" to select the Form Field.
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Use lookup to search for Company Tax ID Number fields.
The Company Tax ID Number fields are available for all states in the lookup. Click on the field for any specific state to insert on the Smart Form.
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The selected field shows on the popup page as shown below. Check "Mandatory" checkbox to make this Form Field as mandatory and enter other fields to customize its display on the Smart Form.
Here, Label Type as "default" is selected and Display Label Colon and Mandatory checkboxes are checked.
Click OK.
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The Form Field will be inserted on the Smart Form page as shown below.
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Repeat this process to insert Company Tax ID Number for other states
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as needed. You may add Company Tax ID Number for other states based on the New Hire's tax withholding states in your organization.
After inserting all the Form Fields, click on "Save" button.
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Click "Return" to navigate back to the Content Revision page.
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On the Content Revision page, click "Return to Manage Revision".
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The content added in the revision will not be available in the system until the revision is applied. To apply the Content Revision, click on "Apply" on the Manage Revision page.
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The Company Supplemental Attribute Smart Form that has been edited in the above Content Revision will be available in Attribute Revision for all Company attributesCompanies.
The current attributes for Company can be seen on the Attribute Revision page. Select an attribute that you wish to configure and click on "Manage Attributes".
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On the Manage Attributes page, click on "Add/View Supplemental Attributes" hyperlink.
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This page will show all fields that have been added in the above Content Revision. Enter the field values and save.
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This will bring you back to Attributes Revision page. If you wish to add different data values to another Company attribute, you can do so by repeating the above process.
After entering the data, click "Return to Manage Revision" and apply the revision.
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After the Attribute Revision is applied, the data entered for Federal Employer ID Number (FEIN) and Company Tax ID Numbers for all states will be available in the system. When invitation is created using an employee is being hired for the Company attribute for which the Supplemental Data above setup is configured done (in this case "Research"), the associated values will be fetched dynamically in the onboarding process.A sample State Withholding Tax print form with in their Federal and State Withholding Tax form reports.
Note: Though the values associated with Federal Employer ID Number (FEIN) and Company Tax ID Number for all states is available in the system, not all the states will have both these values displayed in their State Withholding Tax form reports.
Few examples are given below:
Federal Withholding Tax form report displaying Federal Employer ID Number (FEIN)
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State Withholding Tax form report displaying both Federal Employer ID Number (FEIN) and Company Tax Account ID Number is given below:
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State Withholding Tax form report displaying only Federal Employer ID Number (FEIN):
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State Withholding Tax form report displaying only Company Tax ID Number:
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