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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

When advising an Employee, you select their Resident State and Work State(s). Example 1 shows selection of Missouri as the Resident State and Illinois as the Work State.

Example 2 shows the Results, indicating the Federal and State forms required. Your Employee prepares and submits these forms to be processed.

The Withholding Advisor is customized for your company, including your nexus settings, company logo, web hosting and all updates. Symmetry Software also offers several other options for electronic withholding forms.

For more information, contact your Symmetry Software representative at 480.596.1500 or sales@symmetry.com. You may also click on Live Support on the Left side navigation bar.