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Important Note: This content will be available in CORE Payroll once the system is live. These transactions are not activated for end users at this time.
Home > Pay Management > Job Aids > Modify a Deceased Employee's State Tax Parameters
Use this Modify a Deceased Employee's State Tax Parameters job aid to update the state tax enrollment for an employee who has passed away. Correctly modifying these tax parameters is the essential first step a payroll professional must take to ensure proper handling of the deceased employee’s final paycheck processing.
Prerequisites:
Before you begin, make sure:
The deceased employee already exists in the system.
You have the employee ID for the individual you intend to modify.
You have confirmed that the employee is deceased.
Important Information - HR Professional Action Required (Separate the Employee)
An HR professional must follow the steps in the Separate an Employee guide to process the final separation/termination of the deceased employee.
Steps to Modify a Deceased Employee's State Tax Parameters:
Access the DEDM Activity Folder & Search for the Employee
On the Home Page, click the Deduction Management (DEDM) QuickLink.
—OR—
Use Global Search to navigate to the DEDM page: Click the expand/collapse (🞂) icon in the search bar, select Page Code, enter DEDM, and select DEDM from the list.
The Deduction Management query page opens.
2. Use the filter fields to search for the employee, then click Apply.
—OR—
Click a card in the Recent Searches section to re-run a search you ran previously. The matching results populate in the grid.
3. Locate the correct record, then click the View button next to the record to open it. The record opens in the Deduction Management activity folder on the Employee tab.
4. Navigate to the Employee Tax Parameter tab.
Note: If the tab isn’t visible, click the 3-dot menu or right arrow to view all tabs.
5. Click the tab-level 3-dot menu and select Modify State Tax Enrollment. The State Tax Enrollment (TAXS) transaction page opens to the General Information tab.
6. Update the following fields on the General Information Tab:
From: Enter the date of the employee’s death in MM/DD/YYYY format or use the calendar picker to select the date.
Tax Year: Enter the calendar year of the employee’s death.
7. Click on the State Tax Enrollments tab at the top of the page.
8. Click the row-level expand/collapse icon (🞂), click the Tax Exempt dropdown, and select Yes.
Save, Validate, Submit, & Close the Transaction
9. Click the Save button at the top of the page. This action saves the data entry and ensures you don't lose your work when validating or submitting the transaction.
10. Click the Validate button at the top of the page. This action validates data entry and checks for errors.
Confirm that the transaction validated successfully.
If errors are returned, correct the issues in the applicable sections and click Validate again.
11. Once validation is successful, click the Submit button at the top of the page. This action finalizes the transaction and routes the transaction for review and approval.
Confirm that the transaction was submitted successfully.
12. Click the Save & Close button at the top of the page. This action returns to the activity folder.
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