Tax
Status
Enter the state tax code, or click the Lookup button to list all state tax codes.
Enter the local tax code representing the local tax jurisdiction for which the filing status information is being entered. Click the Lookup button to list all local tax codes.
Enter the filing status, defined in Tax Table Maintenance, to be used for the tax jurisdiction selected. Click the Lookup button to list all filing status codes for this tax jurisdiction. Some common filing status codes are listed below.
M
(Married)
S
(Single)
MJ
(Married Filing Joint)
MS
(Married Filing Separate)
H
(Head of Household)
A
(All)
O
(No Exemption)
Enter the workers' compensation code for the selected state tax jurisdiction, or click the Lookup button to list all workers' compensation codes for this state. This field does not apply to federal or local tax jurisdictions.
Enter the number of dependent exemptions claimed for the federal, state, and local tax jurisdictions. This field is available only if the selected tax jurisdiction allows dependent exemptions.
Enter the number of personal exemptions claimed for the state and local tax jurisdictions. This field is available only if the selected tax jurisdiction allows personal exemptions.
The Override W/H Tax Calc field allows you to override the normal tax calculation. If the employee requires a different tax calculation, select an option from the following list.
Select None if the employee requires the normal tax table withholding calculation.
Select Use Percentage if the withholding tax is to be calculated as a percentage of the gross wages (the percentage amount set in the Override Amount field).
Select Add Amount if the withholding tax derived from the tax table is to be adjusted by adding the amount in the Override Amount field.
Select Use Fixed Amount if the withholding tax is to be a fixed amount equal to the amount entered in the Override Amount field.
The Override Amount field is available only if an option other than None is selected in the Override W/H Tax Calc field. If Use Percentage is selected, enter the percentage rate to be applied. If Add Amount is selected, enter the amount to be added to or subtracted from the calculated withholding tax amount. If Use Fixed Amount is selected in the Override W/H Tax Calc field, enter the withholding tax amount for each paycheck.
Select this check box if the employee has provided consent to receive an electronic W-2 form instead of a paper copy. If this check box is selected, W-2 forms processed through Federal eFiling and Reporting will be sent only as electronic copies. Clear this check box if the employee has not provided consent to receive an electronic W-2 form.
Enter the reporting unit for the employee. The reporting unit is used by State eFiling and Reporting for the state of Minnesota. This field is available only if MN is entered in the State field.
Enter the PSD code for the employee. The code is used by State eFiling and Reporting for the state of Pennsylvania. This field is available only if PA is entered in the State field.
1095 Electronic Consent Signed
Select this check box if the employee has provided consent to receive an electronic 1095 form instead of a paper copy. If this check box is selected, 1095 forms processed through Federal eFiling and Reporting will be sent only as electronic copies. Clear this check box if the employee has not provided consent to receive an electronic 1095 form.
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