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Click a Request Tax Changes link to submit a request to change any of the following federal and/or state tax details (if applicable):
Federal tax changes:
Prior to January 1, 2020: Marital Status, Number of exemptions and Additional withholding
On or after January 1, 2020 (new federal tax regulation goes into effect): Marital Status, Step 2 - Two Jobs, Step 3 - Dependent $ Amount Total (Annual), Step 4(a) - Other Income $ Amount (Annual), Step 4(b) - Deductions $ Amount (Annual), Step 4(c) - Extra Withholding $ Amount (Per Paycheck), and Exempt status.
State tax changes: State Code, Exempt status, Number of Exemptions, and Additional withholding
Enter a value in a field on the Federal or State Tax Requests page only when the current value of that field has changed.
The following links display at the top of the Tax Requests page.
Link |
Purpose |
Click the link for more information |
Payroll |
Click the Payroll link to display the Pay Check Calendar. |
|
New Request |
Click the New Request link to submit a request to add a tax change request. |
|
Request Date link |
Click a Request Date in the Request History grid to display the corresponding request details. |
The grid associated with each view displays the following information.
Column Heading |
Definition |
Request Date |
This column displays the date the request was submitted. This date is a link; click the date to display details for the request. |
Request Type |
This column displays the type of request: Federal or State. |
Changes To |
This column displays all fields for which changes were requested. |
Status |
This column displays the current status of each request. Possible statuses are Pending, Approved, Rejected, Canceled, and Approved - Finalized. |
Next Approver |
This column displays the names of the next persons in the approval chain responsible for approving or denying the request. |
You can filter the Request History grid by status and/or grid column heading. All filter criteria is retained until you manually remove or change the filter criteria, close the grid filter, or log out of LINQ EP. The filter values are also removed if your LINQ EP session is timed out.
Click the Status
Drop Down List button to select the status of the tax requests to be displayed
in the grid. The grid is refreshed to show only the requests that
match the selected status.
Select All to list requests with all statuses.
Follow these steps to filter the Tax Request History grid using the data displayed in the grid columns. Applying multiple filter criteria limits the number of requests displayed.
If necessary, click the
Filter button
to display the filter criteria boxes that correspond to each heading
in the grid.
Type the filter criteria in each applicable box; use the % sign as a wildcard character. You can type the percent sign in the following positions: X%, %X, and %X%.
Press the Enter key to filter the grid.