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 Revision

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

In the Smart Forms lookup, select "Company Supplemental Attributes" 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 into the Smart Form. As the form fields for Company Tax ID Number for all states are already defined in the system, there is no need to create them again.

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

Use the 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 the specific state you want to insert into the Smart Form.

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

In this example, "default" is selected for Label Type, and both the Display Label Colon and Mandatory checkboxes are checked. After entering the data, click "OK".

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

Repeat this process to insert the Company Tax ID Number for other states as needed. You can add the Company Tax ID Number for additional states based on the new hire's tax withholding states in your organization.

After inserting all the form fields, click the "Save" button.

Click "Return" to 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 the "Apply" button.

2) Provide Supplemental Attribute Data in Attribute Revision 

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

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

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

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

Scroll down the page and click the "Save" button.

This will navigate back to the Attributes Revision page. To add different data values to another Company attribute, repeat the process mentioned above. After entering the data, click "Return to Manage Revision" and apply the revision.

Once 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 an employee is hired for the company for which the setup was done (in this case, "Research"), the associated values will be dynamically retrieved in their Federal and State Withholding Tax form reports.

Note: Although the values for Federal Employer ID Number (FEIN) and Company Tax ID Numbers for all states are available in the system, not all states will display both values in 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:

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

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