Select this check box to include records that are Add transactions.

Select this check box to include records that are Delete transactions.

Select this check box to include records that are Update transactions.

Enter, or click to select, the ID for the employee whose records you want to include in the record selection process. This is an optional field; if this field is left blank, Costpoint includes all employees in the search.

Enter, or click to select, the ID (Costpoint login ID) for the user who is responsible for the modifications you want to include in the record selection process. This is an optional field; if this field is left blank, Costpoint includes records regardless of who made the modifications.

Enter, or click to select, the date of the transaction modifications to include in the displayed output. This is an optional field; if this field is left blank, Costpoint includes records regardless of when the modifications were made. The format for date is MM/DD/YYYY.

This non-editable field displays the employee ID for the employee whose record was modified.

This non-editable field displays the name that corresponds to the employee ID related to this transaction.

This non-editable field displays the pay cycle code that is assigned to the employee as of the transaction date/time.

This field displays the Tax Service Group ID to which the employee is assigned. This field is used to group the employee for tax reporting purposes.

If this check box is selected, the employee referenced in this transaction is a nonresident alien as of the transaction date/time.

If this check box is selected, the employee referenced in this transaction is covered under a retirement plan for W-2 reporting purposes as of the transaction date/time.

This non-editable field displays the user ID (Costpoint login ID) for the user who made the modifications shown in this transaction.

This non-editable field displays the date on which the modifications took place for this transaction.

Select the version of Form W-4 used by the employee. Valid values are:

• 2019: Select this option if the most recent W-4 form submitted by the employee is 2019 or its earlier versions.
• 2020 or greater: Select this option if the employee has submitted the 2020 W-4 form or its succeeding versions.

This non-editable field displays the employee's federal filing status as of the transaction date/time. Valid values are:

• S (Single)
• M (Married)
• H (Head of Household)
• E (Exempt)

This non-editable field displays the number of federal tax exemptions claimed on Form W-4 by the employee as of the transaction date/time.

Select this check box if the table for Step 2 of Form W-4 will be used for this employee's filing status. (Step 2 of Form W-4)

Enter the number of qualifying children under 17. (Step 3 of Form W-4)

Enter the number of other dependents. (Step 3 of Form W-4)

Enter the number of other tax credit amount such as education tax credits and other foreign tax credits. (Step 3 of W-4).

Enter the amount of employee's other income. (Step 4a of Form W-4 Step 4a)

Enter the total amount of employee's deductions. (Step 4b of Form w-4W-4 Step 4b)

This non-editable field displays any additional federal tax amount the employee elected to withhold, above the Costpoint-calculated amount as of the transaction date/time.

This non-editable field displays the employee’s federal withholding override amount (in lieu of the Costpoint-calculated amount withheld) as of the transaction date/time.

The field displays the percentage for the related tax that overrides the system-calculated amount. Costpoint uses this amount each pay period.

This method is not supported by IRS W-4 and Deltek assumes no liability if it is used.

When the checkbox is selected, the employee will not be able to access the ESS Federal W-4 screen to change their W-4. If an employee is sent a Lock-in Letter from the IRS, they are not allowed to change their W-4 to withhold a lesser amount.

If this check box is selected, the employee is exempt from Federal unemployment tax as of the transaction date/time.

If this check box is selected, the employee is subject to Medicare Payroll Tax as of the transaction date/time.

If this check box is selected, the employee is subject to Social Security Payroll Tax as of the transaction date/time.

This check box is used in conjunction with the Social Security check box to comply with the presidential memorandum signed 8/8/2020 which mandates a deferral of the employee portion of Social Security tax for compensation paid to employees whose biweekly pretax compensation generally is less than $4,000.

If an employee is subject to deferral of their Social Security withholding under the memorandum, but the employer is still responsible for their portion of the Social Security tax, this screen should be set up as follows:

This check box will only be visible if the Social Security check box in the Subject to group box is not selected.

This non-editable field displays the employee's withholding state as of the transaction date/time.

This non-editable field displays the state where the taxable entity is located.

This field displays the employee's state withholding filing status as of the transaction date/time. The state withholding filing status field determines which tax withholding tables will be used to calculate the employee’s state taxes.

This non-editable field displays the number of state tax exemptions claimed by the employee as of the transaction date/time.

This field displays the number of blindness exemptions.

This field displays the number of age 65 or over exemptions.

This non-editable field displays the number of dependent credits claimed by the employee as of the transaction date/time.

This non-editable field displays the actual number of adopted child dependent exemptions claimed on line 8 of Form WH-4.

This non-editable field displays the number of state tax credits claimed by the employee as of the transaction date/time.

This non-editable field displays the employee’s state tax withholding override amount as of the transaction date/time.

This non-editable field displays the employee’s state tax withholding override percent as of the transaction date/time.

This non-editable field displays the employee's additional state tax withholding amount as of the transaction date/time.

This field displays whether the employee wants to use the state standard deduction amounts or the amount from the employee's Colorado DR 0004. Valid options are:

This field displays the annual withholding allowance amount. This field is only visible and enabled if the Use Amount from the Colorado DR 0004 option is selected.

If this check box is selected, the employee was exempt from Nebraska's minimum withholding rule as of the transaction date/time.

This check box is selected if the taxable wages will be reduced by the veteran exemption amount. This check box is applicable only if the withholding state is PR (Puerto Rico).

This check box is selected if the taxable wages will be reduced by the special deduction amount. This check box is applicable only if the withholding state is PR (Puerto Rico).

If this checkbox is selected, the employee has an approved WA Cares exemption as of the transaction date/time.

This field displays the date the employee's WA Cares Fund exemption takes effect.

This field displays the end date of employee's Washington Cares Fund conditional exemption.

This non-editable field displays the employee's SUTA state as of the transaction date/time.

If this check box is selected, the employee has unemployment insurance coverage for the specified SUTA State.

If this check box is selected, the employee is a company owner.

If this check box is selected, the employee was employed no longer than 28 consecutive calendar days on a test or trial basis as of the transaction date/time.

This field displays the employee's occupational code as of the transaction date/time.

Enter the seasonal designator (optical) code.

This field displays the county to be reported in the SUTA file. For West Virginia, this is the county name in which the majority of the employee's job duties are performed.

This non-editable field displays the employee’s Alaska primary work site geographic code as of the transaction date/time.

This field displays the worksite number as of the transaction date/time.

This field displays the employee's class code as of the transaction date/time. Valid class code options are:

• C: Corporate Officer
• I: Inmate Worker
• J: Job Training Program Act (JTPA) Worker
• P: Partner
• S: Sole Proprietor
• V: Volunteer
• W: Welfare
• I: Independent Contractor
• N: No Class Code

If the WY Class Code is C (Corporate Officer), this non-editable field displays the employee's corporate officer ID as of the transaction date/time. Valid options are:

• P: President
• V: Vice President
• S: Secretary
• T: Treasurer
• O: Other
• N: None

This non-editable field displays the coverage type to which the employee was subject as of the transaction date/time. If the employee was subject to both unemployment and workers' compensation, this field displays B (Both). Valid options are:

• U: Unemployment Only
• W: Workers Compensation Only
• B: Both
• N : None

This field displays the employee’s Employee/Employer Relationship code entered on the Manage Employee Taxes screen.

This field is optional if you are not reporting D.C. SUTA wages for this employee.

This non-editable field displays the employee’s California unemployment insurance and disability insurance plan code as of the transaction date/time.

This field displays the employee's U.S. citizenship status as of the transaction date/time. This is used to report the U.S. citizenship status of the employee when reporting Virgin Islands SUTA information to Ceridian Tax Services (CTS). Valid settings are:

• None
• U.S. citizen
• Non-citizen with permanent residence ID card issued by USINS
• Alien holding temporary or indefinite work permit