IRS Lock-In Withholding (PR14.2)

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

Note: Federal withholding tax means the U.S. tax deduction being ‘locked’ is defined as Tax Category 01, and the Tax Authority tied to the deduction is defined as Authority Type FD.

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

Values in the Additional Tax Fields populated via Employee Self Service, PR13.1, PR514 are displayed on this form to provide visibility of previously existing overrides for the employee. Enabling the lock does not disable or otherwise negate the functionality of these fields.

If an employee is subsequently released by the IRS from the mandated withholding levels, use this form to remove the lock on the withholding fields, which enables maintenance of the fields as usual using PR13.1, Employee Self Service, or PR514. Removing the lock is performed by clearing the Lock In field.

Note: Lock-in values are not effective dated, so do 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.