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Employee Self-Service (ESS) Tax Withholding Forms

Presented by SDCOE PeopleSoft Support Team

October 16, 2020

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Overview�

  • Materials to share with employees:

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  • Demo Employee Actions for W-4:
    • Review Federal W-4 information
    • Add information for Filing Status
    • Add information for Steps 2-4
    • Review Claiming Exemption from Withholding
  • Demo Employee Actions for DE 4 :
    • Review CA State DE 4 information
    • Add information for Filing Status
    • Add information for Ca State Withholding
    • Review Military Spouses Residency Relief Act
  • Questions

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Demo

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M_PY_FED_STATE_TAX_DATA

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  • CO
  • Employee ID
  • Last
  • First Name
  • Eff Date
  • Fed Special Tax Status
  • Fed Marital Status
  • Fed Withholding Allowance
  • Fed Additional Amount

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  • Fed Additional Percentage
  • W4 Form
  • Multi Jobs
  • Dependent Amt
  • Other Income
  • Deductions
  • State
  • Eff Date
  • State Special Tax Status

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  • State Marital Status 
  • State Withholding Allowance
  • State Additional Amount
  • State Additional Percentage
  • State Additional Allowances
  • Lock-In Letter Received
  • Last Updated By
  • Date of Last Update – Fed
  • Date of Last Update - State

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Materials Available on PeopleSoft Support Website�

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Under Resources>Guides & Job Aids>Employee Self-Service:

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