Submitting State Tax Requests

Accessing the State Tax Change Request Page

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.

Note: 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 LINQ ERP.

Entering the W-4 Changes

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 the button to submit your request. 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.