Tax Withholding Lock-In

Use Tax Withholding Lock-In (PR14.2) to enter and maintain a lock to the withholding level for Federal or State withholding tax for U.S. employees for whom the employer has received a lock-in letter from the IRS or state agency. Maintenance on employee Additional Tax Fields should be performed using Employee United States Taxes (PR13.1) prior to enabling the lock-in on the Federal or State withholding tax deduction.

Marital Status and Exempt Number may be maintained using Tax Withholding Lock-In (PR14.2). Changes entered on this screen for these fields overwrite any employee-elected amounts on PR13.1. Once the IRS or state-mandated withholding levels are locked using the Lock-In field, no changes in withholding levels (marital status, exemptions, additional amounts, etc) via Employee United States Taxes (PR13.1), Employee Self Service, or Employee Deduction Master Load (PR514) are allowed to any of these fields.

If an employee is subsequently released by the IRS from the mandated withholding levels, then use this form to remove the lock on the withholding fields, which enables maintenance of the fields as usual using Employee United States Taxes (PR13.1), Employee Self Service or Employee Deduction Master Load (PR514). Removing the lock is performed by blanking out the Lock In field.

Note: Lock-in values are not effective dated, so users should not enter lock-in values in advance of when they are to take effect. Instead, you will need to wait for the appropriate pay cycle to be reached before entering the lock-in values.