Purpose

To provide procedures for entering tax information into PaySR for NYC non-resident employees hired, or transferred to work, in NYC.

Background

In order to use the People Soft delivered functionality and to remove difficult-to-support customization from the Payroll System, changes as to how agencies enter tax- withholding data are necessary. These changes are procedural only and do not affect tax withholding rates.

Effective Date

For employee's Hired or Transferred after:

• 2/13/03 - Administration Lag
• 2/27/03 - Administration Current
• 2/20/03 - Institution Lag
• 3/06/03 - Institution Current

Agency Actions

Agencies will be required to obtain a completed form NYC-2104-E from the employee to claim eligibility for the Non-Resident Status for NYC non-resident employees hired, or transferred to work, in NYC.

Agencies should use the following steps to enter tax information for each newly hired or transferred employee.

1. Open the Federal Tax Data1 panel. Path: Go>Compensate Employees>Maintain Payroll Data U.S.>Use Employee Tax Data>Federal Tax Data 1>Update Display.
2. Select the employee record.
3. Insert a new row.
4. Specify the effective date of the tax data change:
   • If the employee is newly hired, change the Effective Date to one day after the hire date.
   • For all other employees who no longer live in the five boroughs of New York City, change the Effective date to the date of the change.
5. Enter Federal or State Tax information for the employee, if applicable.
6. Tab to Local Tax Data.
7. Uncheck the Resident box.
8. Save the panel.

Please do not remove the P0001 from the panel.

Questions

Questions regarding this bulletin may be directed to the Payroll Deductions mailbox.