Override Factors

The override factors dialog box will appear when you click on the Factors button on the Federal, State, or Local Taxes tab in the Employee Information Taxes tab. If an override factor has been set up for the federal, state, or local tax authority selected in the Tax Factor Prompts function, you will be prompted to click on the Factors button and enter a factor for the employee when you save the withholding record.

To add a record, use the Append button (). To delete a record, use the Delete button ().

The Extra amount the employee is Withholding in addition to the federal, state, or local withholdings is displayed.

The Fixed Withholding amount being withheld for the employee is displayed.

The Status of the employee for the tax is displayed.

The number of Exemptions the employee is claiming is displayed.

For the State Override Factors, the SUI and Withholding state is displayed.

Override Factors dialog box - Employee tab

Override Factors Dialog Box—Employer Tab

Select the Tax Code to enter the overriding factor for.

Enter the Override Factor amount into the factor field for those that have a factor description.