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W4 PDF: Unable To Submit W4 PDF When LOCK-IN Is In Force (Doc ID 2793734.1)

Last updated on APRIL 15, 2024

Applies to:

PeopleSoft Enterprise HCM Payroll for North America - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Goal

The employee does have a Lock-In Letter. In some instances, a Lock-In Letter allows ZERO changes to withholdings. However in other instances, a Lock-In Letter sets an allowance threshold that cannot be exceeded, but changes below that threshold can still be made.

In the current situation, the employee has an allowance threshold of 4 and was only intending to change allowances within that threshold. However, the Fluid Tax Withholding page does not present the employee with the clickable “arrow” that allows the specific withholding to be opened and edited. Employees are unable to change Federal Withholdings in the Fluid Tax Withholding page.

Solution

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In this Document
Goal
Solution
References


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