Client Level Withholding
Withholding values can be assigned to a specific client. The Withholding screen is accessed from the Client Entity Navigation list. When a client record is opened that is configured to support client level withholding, the Withholding link will be listed in the Entity Navigation list.
Withholding Detail
An explanation of the fields on the Withholding Detail portion of the Withholding screen is given below.
- Federal Percent: Percent of disbursements that should be held for federal taxes.
- State Percent: Percent of disbursements that should be held for state taxes.
- Opt-Out: "Yes" means that the client is not subject to withholding. "No" means that the client is subject to withholding.
- Federal Amount: Dollar amount that should be held for federal taxes.
- State Amount: Dollar amount that should be held for state taxes.
- State Form Returned: "Yes" means that the state withholding form has been sent to the state. "No" means that the state withholding form has not been sent to the state.
Steps to Set Client Level Withholding
- Search for the client.
- Click Withholding from the Entity Navigation list. The Withholding detail will open.
- Enter the withholding percents or amounts in the fields provided.
- Click Save when the withholding details are complete.
Client level withholding is applicable when money is being disbursed at a client level via a client level activity. If client withholding has been established and activity withholding has been configured, then the Withholding Type combo field on the activity withholding window would have client and activity values available. In this scenario, when activity is selected, the fields hold the client withholding values but are enabled and available for update.