EPY: What Are the Benefits of the Updatable Tax Withholding Federal and State Forms via PDFs Versus the Classic Page (Doc ID 3051325.1)

Last updated on OCTOBER 04, 2024

Applies to:

Goal

What are the benefits and shortfalls of PeopleSoft HCM Payroll for North America Updateable Federal and State Tax Withholding PDFs versus the Classic page?

In Fluid, the tax withholding updateable Federal and State forms uses Updatable PDF tax forms via Fluid Home > Employee Self Service > Payroll > Tax Withholding.

In Classic, you can update Federal withholding information using standard Peoplesoft page from Self Service > Payroll and Compensation > W4 Tax information.

1. What are the pros and cons of using updatable PDF forms?
2. What are the considerations for enabling updatable PDF forms for employees?
3. Can the customer continue to use delivered classic page for updating Federal tax withholding data (page PY_IC_W4_DATA_2020).?

How long is this page supported since this is Classic? 
 

Solution

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