How to Mass Process Withholding Forms
Processing Withholding Forms
The guide below will go through all steps required to process withholding forms. This step is important to ensure employees’ tax withholding elections are updated and withheld accordingly.
STEP 1: Click on the Home tab and navigate to the Process Payroll &Payroll Reports widget.
STEP 2: Select the Withholding Forms to Approve drop down.
STEP 3: On the left side, select the box for all STATE-SPECIFIC withholding forms. Once you have made your selection, navigate to the top right and click Process.
- This step will process the forms and remove them from this report.
STEP 4: On the left side, select the box for all FEDERAL withholding forms. Once you have made your selection, navigate to the top right and click Process.
- This step will process the forms and remove them from this report.
*You cannot process state and federal forms together. If you attempt to do so, you will receive the following error message*
- If you receive this message, you can click cancel on the screen below and adjust your selection to be state OR federal and re-process.
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