In this Topic Hide
Follow this procedure to submit a state tax change request.
Click the Request Tax Changes link on the Payroll page. The Tax Requests page displays.
Click the New Request link. The Tax Requests page displays.
The Request Type field defaults to Federal, and the Current Federal Tax Information area displays your current federal tax values defined in your electronic personnel record.
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The message displayed in the General Information area is entered by the LINQ EP administrator. This message may change so it is important to read the message each time you make a request. |
Click the Request
Type Drop Down List
button 
and select State
from the list. The Current State
Tax Information area displays your current state tax values
defined in Alio.
In the Effective
Date field, click the Show
Calendar button 
to select the date the change to go into effect; or type the date
in mmddyyyy format. This field is required if submitting changes to
your State Code, Plan, and/or Exemptions or if you are exempt from
state tax withholding.
Leave this field blank if your Exempt status, State Code and Exemption values have not changed.
Click the State
Code Drop Down List
button to select the current withholding state.
Click the Plan
Drop Down List button
to select the current state tax plan.
If applicable, in the Exempt field, select the appropriate value:
Click to select the Yes option if you are exempt from the state tax withholding. The state tax amount is not withheld from the your pay. If the Exempt status is equal to Yes, leave the remaining fields blank.
Click to select the No option if you are not exempt from state tax withholding.
If the Exempt field is equal to No or is blank, enter the following fields, if applicable.
Click the State
Code Drop Down List
button to select a different withholding state,
if applicable. Leave this field blank if your withholding state did
not change.
If your marital status
has changed, click the Plan Drop
Down List button
to select your current marital status for tax filing purposes (i.e.,
married or single).
In the Exemptions 1 and Exemptions 2 fields, type the number of exemptions you want to claim on your state taxes. Leave these fields blank if your exemptions have not changed.
In the State Tax Change Request area under Additional Withholding Changes, enter the following fields if applicable to your situation:
In the Start
Date field, click the Show
Calendar button
to select the date this additional withholding change will begin.
This field is required.
In the End
Date field, click the Show
Calendar button
to select the date this additional withholding change will end, if
applicable. Leave the End Date
field blank to make the additional withholding change permanent until
another change request is submitted.
In the Amount field, type the additional withholding amount for the request.
In the Comments area, type comments to the approver about this request.
Click to select one of the following options:
E-mail me each step of the approval process radio button to receive an e-mail notification each time the request is approved.
E-mail me only on the final step of the approval process radio button to receive an e-mail notification only when your request receives final approval.
Do not e-mail me about this request radio button to not receive any e-mail notification about the approval status of your request.
Click the 
button to submit your request. If the E-mail
me each step of the approval process radio button is selected,
you will receive an automated e-mail that contains the request details
and its current status (pending).
The request is automatically routed to the first approver in the approval chain.
