Employee Income Tax Withholding Forms

Employee-Tax-Withholding

View policy pdf:Employee Income Tax Withholding Forms Policy

Policy Statement
This policy follows the University System of Georgia (USG) Business Procedures Manual except where identified in the section labelled UGA Procedures below. All employees should adhere to the full Business Procedures Manual in addition to the UGA Procedures.

Refer to the USG Business Procedures Manual regarding Employee Income Tax Withholding Forms

UGA Procedures

Record Retention

This series documents amounts withheld by Payroll from employees' checks for taxing authorities. This series may include but is not limited to: the Statement for Claiming Benefits Provided by Section 911 of the Internal Revenue Code; Withholding Allowance Certificates (W-4s); Earned Income Credit Advance Payment Certificates (W5s); Non-resident Alien Request for Exemption from Tax Withholding (IRS Form 8233); Alien Information Request Form; and Request for Exemption from State Income Tax Withholding. Individual forms may include employees' names, addresses, social security numbers, and tax identification numbers.

Record Copy: Withholding information is maintained in the OneUSG Connect system.

Retention: 4 years

Citation or Reference: Tax Withholding Authorization Records 0472-04-037