UltiPro Employee Instructions – Tax Elections (Federal and State)

You can request changes to your Federal and/or State tax elections, via UltiPro.

1. Login to UltiPro and hover over the Myself menu option.

2. Select the Income Tax option.

4. The Income Tax Summary page will appear. If you work in the State of Arkansas, your summary will look similar to the below, including Federal Income Tax and AR State Income Tax:

If you work in the State of Florida, your summary will look similar to the below:

If you work in the State of Alabama, your summary will look similar to the below:

If you work in the State of New York, your summary will look similar to the below:

If you work in the State of New Jersey, your summary will look similar to the below:

If you work in the State of Connecticut, your summary will look similar to the below:

5. Select the Add/Change Withholding Form (W-4) link, under the “Things I Can Do” table.

6. If you want to update your Federal tax elections, select Form Employee’s Withholding Allowance Certificate (W-4).

a. Review the Employee’s Withholding Allowance Certificate instructions. Select Begin.

b. The screen will scroll-down to Form W-4.

c. Provide updates in the blue highlighted fields.

d. Select Submit Form.

e. A pop-up box will appear, requiring acknowledgement. Select OK to acknowledge.

f. A second pop-up box will appear, requiring you to enter the word “agree” in the provided text box. After you enter the word “agree”, select OK.

7. If you want to update your State tax elections, select the State Tax Form. Below is an example for the State of Arkansas.

a. Review the Employee’s Withholding Exemption Certificate instructions. Select Begin.

b. The screen will scroll-down to the AR4EC, Arkansas State tax form.

c. Provide updates in the blue highlighted fields.

d. Select Submit Form.

e. A pop-up box will appear, requiring acknowledgement. Select OK to acknowledge.

f. A second pop-up box will appear, requiring you to enter the word “agree” in the provided text box. After you enter the word “agree”, select OK.

8. A detailed of your changes are highlighted in gray; review for accuracy. If you need to make edits, select the reset icon.

9. Select Save to submit your request to Human Resources (Approver Level 1 Payroll Admin and Processing). Note – you will receive a confirmation email in your Outlook Inbox.

10. You will receive an email (in your Outlook Inbox) notifying you of the resolution – approved or denied.

a. If your request is approved, your information will be updated. b. If your request is denied, a Human Resources representative will contact you.

Additional documentation may be needed, in order to process your request.