Entering W-4/Tax Changes in PPS

Before You Start . . .

The primary reason for making changes to an employee's tax information in PPS is because s/he has submitted a new W-4. You are required to make the changes in PPS immediately and forward the W-4 to the Payroll office.

Before you start:

Obtain the the signed, completed W-4 form;
Contact Payroll for employee's who are non-California residents performing service outside of California to determine if out-of-state withholding is required;
Contact Payroll if the employee requests earned income credit

Step-by-Step . . .

Entering W-4/Tax Changes
a	From main menu in PPS, enter etax in the Next Func field and the employee ID number in the ID field. Press Enter.
b	Enter the updated information from the employee's W-4 form into the appropriate fields.
c	Entry is allowed in the following fields only: Federal Marital Status Federal Personal Allowances California Marital Status California Personal Allowances California Itemized Deductions Addl Fed Tax Withholding Addl CA Tax Withholding
d	Press Enter to confirm the information. Press F5 to update the employee record.
e	This transaction will NOT generate a PAN. Forward the original W-4 to Payroll.

Entering W-4/Tax Changes

From main menu in PPS, enter etax in the Next Func field and the employee ID number in the ID field. Press Enter.

Navigating to the ETAX screen from the main menu.

Enter the updated information from the employee's W-4 form into the appropriate fields.

Entry is allowed in the following fields only:

Federal Marital Status
Federal Personal Allowances
California Marital Status
California Personal Allowances
California Itemized Deductions
Addl Fed Tax Withholding
Addl CA Tax Withholding

Press Enter to confirm the information. Press F5 to update the employee record.

This transaction will NOT generate a PAN. Forward the original W-4 to Payroll.

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