Sage CRE 300 NYS Exempt Status

We have an employee who is presenting a NYS IT-2104-E Certificate of Exemption from Withholding.  There is no selection for this in the PR module.  How do we set this up in the employees profile?

  • 0

    To set up the NYS IT-2104-E Certificate of Exemption from Withholding in the employee's profile, you can follow these steps:

    1. Access the employee's profile in the PR module. Mayo Clinic Health Portal

    2. Navigate to the Tax Information or Withholding section.

    3. Look for an option to add or modify tax exemptions.

    4. Select the appropriate exemption category or code that corresponds to the NYS IT-2104-E Certificate of Exemption from Withholding.

    5. Enter any required information, such as the certificate number or expiration date.

    6. Save the changes to update the employee's profile with the exemption status.

    If you encounter any difficulties or need further assistance, please let me know.