Configure the following steps if you are using Federal and State Withholding Tax activities in the onboarding process. This will allow System Administrators to configure the additional tax data for Federal Employer ID Number (FEIN) and Tax Account ID Number for all states. 

Steps to configure additional tax data:

1) Add tax related Form Fields specific to each state in the Supplemental Attribute Smart Form through a Content

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Revision

The initial step is to create a new Content Revision. On On the Content Revision page,   click "Review/Update"   for   Smart Forms. 

In the Smart Forms lookup, select choose "Company Supplemental AttributeAttributes" Smart Form. 

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 Company Federal Employer ID Number (FEIN) may not be available as default. They may have to add this field if needed.  

Insert the Form Fields on form fields into the Smart Form. Since As the Form Fields form fields for Company Company Tax ID Number for all states have are already been defined available in the system, there is no need to create these fields them again. Position

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On the popup page, select the Input Type as "Edit Box" and click on "Lookup" to select the Form Field.

Use the lookup to search for Company Company Tax ID Number fields.

The Company Tax ID Number fields are available for are available for all states in the lookup.   Click on the field for any the specific state you want to insert on into the Smart Form. 

The selected field shows will appear on the popup page as shown below.   Check the "Mandatory" checkbox to make this Form Field as mandatory form field required and enter other fields additional details to customize its display on the Smart Form.

Here, Label Type as In this example, "default" is selected for Label Type, and both the Display Label Colon and Mandatory checkboxes Mandatory checkboxes are checked.  Click OKAfter entering the necessary information, click "OK".

The Form Field will be inserted on into the Smart Form page as shown below.

Repeat this process to insert the Company Tax ID Number for other states as needed. You

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can add the Company Tax ID Number for

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additional states based on the

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new hire's tax withholding states in your organization.

After inserting all the Form Fieldsform fields, click on the "Save" button.

Click "Return" to navigate back return to the Content Revision page.

On the Content Revision page, click "Return to Manage Revision" to return to the main revision page.

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 the "Apply" on the Manage Revision pagebutton.

2) Provide Supplemental Attribute Data in Attribute Revision 

Create a new Attribute Revision and provide specify the Smart Form field values for the Company attributes for which you wish to configure for the Supplemental Attribute Data. 

The Company Supplemental Attribute Smart Form that has been edited in the above previous Content Revision will be available in the Attribute Revision for all Companies.  The You can view the current attributes for Company can be seen on the Attribute Revision page.  Select an attribute that you wish Select the Company you want to configure and click on "Manage Attributes".

On the Manage Attributes page, click on the "Add/View Supplemental Attributes" hyperlink.  

This The page will show displays all fields that have been were added in the above Content Revision as shown below. Enter the field values and save.  

Scroll down the page and click the "Save" on the Manage Attributes pagebutton.

This The system will bring you navigate back to the Attributes Revision page. If you wish to To add different data values to another Company company attribute, you can do so by repeating the above process. repeat the process outlined above. After entering the data, click "Return to Manage Revision" and apply the revision. 

After Once the Attribute Revision is applied, the data entered for Federal Employer ID Number (FEIN) and and Company Tax ID Numbers for all states will be available in the system. When  When an employee is being hired for the Company for which the above setup is done company configured (in this case example, "Research"), the associated corresponding values will be fetched dynamically automatically retrieved and populated in their Federal and State Withholding Tax form reports.

Note: Though While the values associated with Federal Employer ID Number (FEIN) and and Company Tax ID Number Numbers for all states is are available in the system, not all the states will have display both these values displayed in their State their State Withholding Tax form reports.

Few examples are given below: 

Federal Withholding Tax form report displaying Federal Employer ID Number (FEIN):

State Withholding Tax form report displaying both Federal Employer ID Number (FEIN) and Company Tax Account ID Number:

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State Withholding Tax form report displaying only Federal Employer ID Number (FEIN):

State Withholding Tax form report displaying only Company Tax ID Number: