The Withholding Advisor
How can you accurately determine the Withholding Forms an Employee should prepare, given all the situations and rules possible?
The Withholding Advisor is the solution for Human Resources, Payroll and Support teams that help employees through the new hire process, withholding change process or other situations that require adjustments. Getting the right forms prepared means accurate payroll processing.
The Withholding Advisor is an online service that uses the Symmetry Multi-State Wizard, which has built in rules for:
• Resident State and Work State selections
• Reciprocity Agreements between states
• Nexus/business presence in the states
• Optional Withholding Forms, based on specific Employee situations
• Residency definitions, by state
• Local Tax Forms in certain areas
Example of the Withholding Advisor in action:
1. Select your Residence State. Click
image to enlarge.
2. If you are unsure about the Residence state
rules, use the pop-up definition. Click
image to enlarge.
3. Select your Work state. Click
image to enlarge.
4. The Proper Forms are displayed.
Click
image to enlarge.
For more information, click here to have a sales representative contact you .
)
)
)
)
