Viewing U.S. Tax Withholding Events

1. From the menu bar, click Instructions > Instructions Overview.

2. On the Instructions Overview page, click the US Tax tab.

   The IRS Income Code table displays the results by tax code, as well as those that fall under Section 302 and a generic category for codes that do not appear in the list. They are divided by:

3. Events with an instruction cutoff on the current business day,

4. Active Events, and

5. Forecast events.

3. Click the event count for the category of item you want to view.

   You are brought to a Results page for that tax code and time specification.

4. Click the CA ID of the record you want to view.

   You are brought to the Record Detail page for that event.

5. Click the US Tax tab (if it is not currently active).

Note:

Not all forecasted events will have a US Tax tab.