Maintaining Employee Lock-in Information
Employers and employees might receive a lock-in letter from the IRS if they are in debt to that organization. This letter states how much withholding allowance the employee can claim — typically zero. Employees who have a lock-in letter cannot change their allowances in Employee Portal. A lock-in can also be set for a particular state.
When an IRS employee lock-in is set, any users who are not Service Providers will see the following message when they try to change their withholding amount:
Note: Federal taxes for this employee are locked and may not be changed.
To maintain employee lock-in information:
| 1. | Click Back Office. |
| 2. | From Employer|Change, select IRS Employee Lock In Letter. The IRS Employee Lock In Letter form opens. |
| 3. | Fill in the form as shown in the following table. When searching for information, you have the following options for displaying search results: |
| • | Display the previous or next page. |
| • | Go to a particular page. |
| • | Narrow your search by entering information in any of the available text boxes and then click Refine. |
| • | Return to the default display by clicking Reset. |
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
|
Client ID |
Click the link and select a Client ID. The form displays the Client ID and Name. |
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Employee ID |
Click the link and select an Employee ID. The form displays the Employee ID and Name. |
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| IRS Lock-In Date |
Click and select the IRS Lock-In Date. Note: The system will ignore any future dates entered in this field. The lock will go into effect immediately, even if a future date is entered. |
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| Lock-In State | If applicable, expand the list and select the Lock-In State. | ||||||
| Lock-In Date | If applicable, click and select the Lock-In Date for the state. | ||||||
| Lock-In Auth User |
Click the link and select a service provider who is authorized to change the withholding amount for an employee who has a lock-in letter. The system displays the ID and username of the service provider in the list.
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| 4. | Click Save. |
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