Purpose

How to Process a Withholding Form

1. Log into your Elevated account and navigate from your menu to the Team Tab > HR > Forms > Government Forms > Withholding.
2. Reference the Status column to see which forms are ready to be processed. Below are values that you could see in this column: 
1. New - This means the employee hasn't completed filling out the withholding form or has not submitted it to be processed
2. Employee Completed - This means the withholding form is ready to be processed
3. Processed - This means the withholding form has already been processed, and the tax settings elected on the withholding form have already been applied to the employee's profile.
3. Once you find the withholding form you are wanting to process and have ensured that the status is Employee Completed, select the pencil icon to view the completed withholding form.






4. Once ready, select Process in the top right corner of the screen






5. A window will pop up showing what is currently set up on the employee's profile and what those values will be changing to once you process with the withholding form.
6. Select to Apply






7. You will see the status change in the top left corner of the screen
   

How to Mass Process Withholding Form(s)

1. Log into your Elevated account and navigate from your menu to the Team Tab > HR > Forms > Government Forms > Withholding.
2. Reference the Status column to see which forms are ready to be processed. Below are values that you could see in this column: 
1. New - This means the employee hasn't completed filling out the withholding form or has not submitted it to be processed
2. Employee Completed - This means the withholding form is ready to be processed
3. Processed - This means the withholding form has already been processed, and the tax settings elected on the withholding form have already been applied to the employee's profile.
3. You can only mass process withholding forms that are within the same jurisdiction. For example: You can mass process all federal withholding forms together. You can mass process all California state withholding forms together. You cannot mass process a federal withholding form and a California state withholding form together because they are different forms.
4. Select the checkboxes next to all of the forms in the same jurisdiction
5. Select the Process button in the top right corner






6. In the pop-up window, select Process






7. Enter your password and then select I Agree