Washington Long Term Care - Exempting Employees with Valid Waivers

Employees with valid waivers should be marked as exempt from the tax on their employee profile.

NOTE: These settings are not available on the employee until the tax has been added at the company level first.

Navigation Path:

•  Team > Payroll > Employee Payroll Maintenance > Taxes > Tax Jurisdictions

Steps:

1. Filter the State/Province column to 'Washington'.
2. For employees with a valid waiver, click the edit pencil next to the Washington state tax jurisdiction.
3. Locate Washington Long-Term Care Insurance (LTI) and add a new row.
   1. Update the effective date:
      1. The date specified in the letter
      2. The employee's start date if they present it upon hire
      3. Or the day start of the pay period the employee provided the document to the client.   

   **Important** - The date in the system determines if the system will be refunding any previously withheld taxes. See WA Cares Exemptions for more information.

1. 1. Then choose under the EE Withhold column the Exempt setting.
2. A popup warning will appear. Click ok to confirm that the tax is exempt, stopping wages and taxes from calculating.
3. Click the “Save” button.
4. Use the “Upload Document” button to upload the letter.

**Note** - Document Storage is required for this feature

      5.    Review the next payroll to make sure no tax is calculated or being refunded on the                                 employee’s pay statement.

 

**Note** - Clients using the HR module can have employees submit their waiver documents via an HR action request for approval and processing.