| 3 |
Enter the following fields as required:
AGENCY NUMBER (Key)EMPLOYEE SSN (Key)STATUS (Required)- Enter a value to indicate the employee’s federal income tax (FIT) status.
| 1 |
Use this value only if you do not report an employee’s income to the IRS. The system will not accumulate taxable wages or withhold federal taxes. This is rarely used (for example, use when an employee dies). If you do not want to withhold for taxes but want to report taxable income, see value 3. |
| 3 |
Withholds the amount entered in the EXTRA AMOUNT field. If you do not need to deduct withholdings (that is, if the W-4 is marked Exempt), use this value but enter 00 in the EXTRA AMOUNT field. |
| 4 |
Withholds taxes based only on the tax tables, the employee’s filing status and any income adjustments entered, i.e., Steps 2-4(b) on IRS Form W-4 (default). |
| 6 |
Withholds taxes based on the tax tables, the employee’s filing status and any income adjustments entered, i.e., Steps 2-4(c) on IRS Form W-4. In addition, withholds the amount entered in the EXTRA AMOUNT field. |
FILE STATUS (Required)- Enter a value to indicate the employee’s filing status from the employee’s IRS Form W-4, Step 1(c).
| 1 |
Single or married filing separately (default) |
| 2 |
Married filing jointly |
| 3 |
Head of household |
STEP 2 BOX (Required)- This field defaults to N. If the Step 2 box on the employee’s IRS Form W-4 is checked, enter a Y.
NO EXEMPTS (Display)- USPS sets this field based on the values entered in the
STEP 2 BOX and FILE STATUS fields.
DEP CREDIT (Optional)- Enter the amount from box 3 of the employee’s IRS Form W-4. This must be a whole dollar amount without decimals; for example, enter 02000 for $2,000.
OTHER INCOME (Optional)- Enter the amount from box 4(a) of the employee’s IRS Form W-4. This must be a whole dollar amount without decimals; for example, enter 0010000 for $10,000.
DEDUCTIONS (Optional)- Enter the amount from box 4(b) of the employee’s IRS Form W-4. This must be a whole dollar amount without decimals; for example, enter 0002500 for $2,500.
EXTRA AMOUNT (Optional)- Enter the amount from box 4(c) of the employee’s IRS Form W-4. This must be a whole dollar amount to withhold in addition to the calculated FIT amount. The
STATUS field must contain a value of 3 or 6. Enter this amount without decimals; for example, enter 00050 for $50.
FICA (Required)-
| 1 |
Exempt from Social Security taxes |
| 4 |
Withhold Social Security taxes (default) |
BRP LEVEL (Required)-
Note: It is important to review eligibility requirements for benefit replacement pay (BRP) before entering a value in this field.
| Y |
Yes (Individual receives an equal installment of BRP for each pay period worked) |
| N |
No (Individual receives BRP with all eligible payments until reaching maximum Social Security wages of $16,500) |
| W |
Not eligible for BRP |
FIT LOCK/EXEMPTS (Display)-
Note: Additional modifications may be needed once the IRS has published guidance pertaining to lock-in letters.
The maximum value that is allowed to be entered into the FIT NO EXEMPTS field. When the FIT LOCK/MS field is blank, this field must be zero.
FICA CHG DATE (Optional)- The date the employee is no longer exempt from FICA withholding.
FIT LOCK/MS (Display)-
Note: Additional modifications may be needed once the IRS has published guidance pertaining to lock-in letters.
The maximum value that is allowed to be entered in the FILE STATUS field.
-
| Blank |
When field is blank, it indicates no federal lock-in letter is in effect (default) |
| 1 |
Single |
| 2 |
Married |
| 3 |
Head of household |
|