Table of Contents
SPF 2023-R1b
Special Announcements
New Form DE 4 (CA101) tax parameter coming in 2023-R2 release
[SPF-3688]
In the upcoming 2023-R2 release of Symmetry Payroll Forms, a new tax parameter will be added to Form DE 4 (CA101) that maps to Line 1c of the form.
This new parameter will return the sum of Line 1a (CA.regularAllowances) and Line 1b (CA.additionalAllowances). We're finalizing the changes and will share full details of this new parameter in the 2023-R2 release notes.
Form Corrections and Updates
California
Form DE 4 updated for 2023
[SPF-3719]
Form Title: Employee's Withholding Allowance Certificate
SPF Form ID: CA101
Form version: 2023.01.0
Effective 1 January 2023, Form DE 4 has been updated with the following changes:
- The revision version and date were updated from "Rev. 51 (12-21)" to "Rev. 52 (12-22)."
- The reference to year 2022 has been updated to 2023.
- The city, state, and ZIP code inputs are now in separate fields.
- In worksheet B (estimated deductions), the values in line 2 have been updated:
- Married filling jointly, unmarried head of household, or qualifying widow has been updated from $9,606 to$10,404.
- Single or married filing separately, dual income married, or married with multiple employers has been updated from $4,803 to$5,202.
- The value of a personal exemption has been updated from $141.90 to$154.00on line 9 of worksheet C.
- The tables for calculating Worksheet C have been updated for all filing statuses.
https://edd.ca.gov/siteassets/files/pdf_pub_ctr/de4.pdf
Idaho
Form ID-MS1 updated for 2023
[SPF-3729]
Form Title: Employee's Idaho Military Spouse Withholding Exemption Certificate
SPF Form ID: ID102
Form version: 2023.01.0
Effective 1 January 2023, Form ID-MS1 has been updated with the following changes:
- The form year was updated from 2022to 2023.
- The revision date was updated from 09-15-2021 to03-30-2022.
- The exemption expiration has been updated from December 31, 2022to December 31, 2023.
https://tax.idaho.gov/wp-content/uploads/forms/EFO00226/EFO00226_03-30-2022.pdf
Form ID W-4 updated for 2023
[SPF-3728]
Form Title: Employee's Withholding Allowance Certificate
SPF Form ID: ID101
Form version: 2023.01.0
Effective 1 January 2023, Form ID W-4 has been updated with the following changes:
- The reference to year 2022 has been updated to 2023throughout the form.
- The pay period amounts for Line 2 for Nonresident Aliens have been updated:
- Weekly has been reduced from $16 to$15.
- Biweekly has been reduced from $31 to$30.
- Semimonthly has been reduced from $34 to$32.
- Monthly has been reduced from $68 to$65.
- Line 2 instructions and worksheet have been updated: all years and values have been updated. See below for the comparison.
https://tax.idaho.gov/wp-content/uploads/forms/EFO00307/EFO00307_08-01-2022.pdf
Iowa
Form IA 44-016 updated for 2023
[SPF-3732]
Form Title: Employee's Statement of Nonresidence in Iowa
SPF Form ID: IA102
Form version: 2023.01.0
Effective 1 January 2023, Form IA 44-016 has been updated with the following changes:
- The revision date has been updated from 07/19/19 to 06/10/2022.
- "https://tax.iowa.gov" has been shortened to "tax.iowa.gov" at the top of the form.
- Minor changes to formatting and text.
https://tax.iowa.gov/sites/default/files/2022-12/EmployeesStatementOfNonresidence%2844016%29.pdf
Form IA W4 updated for 2023
[SPF-3730]
Form Title: Employee Withholding Allowance Certificate
SPF Form ID: IA101
Form version: 2023.01.0
Effective 1 January 2023, Form IA W4 has been updated with the following changes:
- The form year was updated from 2022to 2023.
- The form instructions on page one have been updated.
- The allowances for adjustments to income (line 4) was updated to include alimony payments.
- The instructions on page two have been updated. "Net" was updated to "total" and "and/or" verbiage in line 1a and line 2b was updated to "and."
- The revision date on page one was updated from 10/14/2021 to 12/1/2022.
- The revision date on page two was updated from 12/08/2021 to 12/1/2022.
- There were no changes to pages 3 or 4.
https://tax.iowa.gov/sites/default/files/2022-12/2023IAW-4%2844019%29.pdf
Form IA W4(SP) updated for 2023
[SPF-3731]
Form Title: Certificado de exención de retenciones del empleado
SPF Form ID: IA101SP
Form version: 2023.01.0
Effective 1 January 2023, Form IA W4(SP) has been updated with the following changes:
- The form year was updated from 2022to 2023.
- Minor verbiage changes across the form and instructions.
- The revision date on pages one, three, and four was updated from 10/14/2021 to12/29/2022.
- The revision date on page two was updated from 12/8/2021 to 12/29/2022.
https://tax.iowa.gov/sites/default/files/2023-01/2023IAW-4%2844019S%29.pdf
Maine
Form W-4ME updated for 2023
[SPF-3724]
Form Title: Employee's Withholding Allowance Certificate
SPF Form ID: ME101
Form version: 2023.01.0
Effective 1 January 2023, Form W-4ME has been updated with the following changes:
- Minor changed to capitalization and formatting throughout the form and instructions.
- The social security number input (box 2) is now one box instead of having individual inputs for each value in the rendering of the form.
- A new question has been added to line 7 of the form related to employees who are enrolled tribal members residing on tribal land in Maine. Therefore, the previous lines 7, 8, and 9 questions for employers have been moved to line 8, 9, and 10.
- The Employee/Payee Instructions have been revised, including the addition of instructions for the new line 7 input.
https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/23_form_w-4me_ff.pdf
Montana
Form MW-4 updated for 2023
[SPF-3726]
Form Title: Montana Employee's Withholding Allowance and Exemption Certificate
SPF Form ID: MT101
Form version: 2023.01.0
Effective 1 January 2023, Form MW-4 has been updated with the following changes:
- The revision date was updated from "V1 11/2018" to "V3 1/2022."
- The Montana Department of Revenue logo was updated.
- "revenue.mt.gov" changed to "MTRevenue.gov"for the Montana Department of Revenue's support URL.
- Minor changes to text and formatting in the instructions.
North Carolina
Additional withholding corrected on Form NC-4 NRA
[SPF-3734]
Form Title: Nonresident Alien Employee's Withholding Allowance Certificate
SPF Form ID: NC103
Form version: 2021.12.0
We've corrected the pay period additional withholding question when an employee selects biweekly as the payroll frequency in Form NC-4 NRA (NC103).
In the API, thepayrollPeriods"Biweekly" value was updated"24"in QS6. ThevalidationRegexremains correct ("^(12|24|26|52)$"). Previously, the biweekly value was"23".
For SPF Hosted or SPF On-Premise clients, employees can now select "Biweekly" from the additional withholding pay period picklist. Previously, a validation error was thrown when the employee selected biweekly as the pay period.
Oklahoma
Form OW-9-MSE updated for 2023
[SPF-3727]
Form Title: Annual Withholding Tax Exemption Certification for Military Spouse
SPF Form ID: OK102
Form version: 2023.01.0
Effective 1 January 2023, Form OW-9-MSE has been updated with the following changes:
- The revision date was updated from 1-2019 to12-2022.
- Minor changes to capitalization and font throughout the form.
- The guidance in the Requirements of Employer instructions have been modified.
https://oklahoma.gov/content/dam/ok/en/tax/documents/forms/individuals/current/OW-9-MSE.pdf
Oregon
Form Metro/MultCo OPT updated for 2023
[SPF-3723]
Form Title: Employee OPT IN/OUT Form Metro Supportive Housing Services Tax (SHS) Multnomah County Preschool for All Tax (PFA)
SPF Form ID: OR102
Form version: 2023.01.0
Effective 1 January 2023, Form Metro/MultCo OPT has been updated with the following changes:
- The revision date was updated from "Updated 12/18/21" to "Updated1/04/23".
- The year on the Metro SHS tax table, Metro SHS tax rate table, and Multnomah County Preschool For All Personal Income tax table was updated from 2022to 2023.
Form Metro/MultCo OPT(SP) updated for 2023
[SPF-3733]
Form Title: Metro Vivienda De Apoyo – Impuestos Personales(SHS) Multnomah County Preescolar Para Todos – Impuestos Personales(PFA)
SPF Form ID: OR102SP
Form version: 2023.01.0
Effective 1 January 2023, Form Metro/MultCo OPT has been updated with the following changes:
- The revision date was updated from 12/19/21 to1/05/23.
- The year in the table headers on pages 2 and 3 were updated from 2022to 2023.
https://www.multco.us/opt-inout-form-para-empleados
Form OR-W-4 updated for 2023
[SPF-3721]
Form Title: Oregon Employee's Withholding Statement and Exemption Certificate
SPF Form ID: OR101
Form version: 2023.01.0
Effective 1 January 2023, Form OR-W-4 has been updated with the following changes:
- The form revision and date have been updated from "Rev. 09-30-21, ver. 01" to "Rev.09-15-22, ver. 01."
- The form year has been updated from 2022to 2023.
- Minor changes to text and formatting.
- The barcode has been updated.
https://www.oregon.gov/dor/forms/FormsPubs/form-or-W-4_101-402_2023.pdf
Form OR-W-4SP (OR101SP) updated for 2023
[SPF-3722]
Form Title: Declaración de retenciones y certificado de exención de Oregon
SPF Form ID: OR101SP
Form version: 2023.01.0
Effective 1 January 2023, Formulario OR-W-4 (OR101SP) has been updated with the following changes:
- The form revision has been updated from "Rev. 09-30-21, ver. 01" to "Rev.09-15-22, ver. 01."
- The form year has been updated from 2022to 2023.
- Minor changes to text and formatting.
- The barcode has been updated.
https://www.oregon.gov/dor/forms/FormsPubs/form-or-W-4_Spanish_101-402-5_2023.pdf
Wisconsin
Form WT-4 updated for 2023
[SPF-3725]
Form Title: Employee's Wisconsin Withholding Exemption Certificate/New Hire Reporting
SPF Form ID: WI101
Form version: 2023.01.0
Effective 1 January 2023, Form WT-4 has been updated with the following changes:
- The revision date was updated from "R. 12-21" to "R. 7-22."
- The enactment date in the applicable laws and rules section was updated from December 14,
2021 toJuly 5, 2022.
https://www.revenue.wi.gov/TaxForms2017through2019/w-204f.pdf
SPF Catalog Updates
Form DE 4 (CA101) version 2023.01.0 has been added and version 2022.02.0 has been deprecated.
[SPF-3719]
Form IA W4 (IA101) version 2023.01.0 has been added and version 2021.12.0 has been deprecated.
[SPF-3730]
Form IA W4 (SP) (IA101SP) version 2023.01.0 has been added and version 2021.12.0 has been deprecated.
[SPF-3731]
Form IA 44-016 (IA102) version 2023.01.0 has been added and version 2019.9.0 has been deprecated.
[SPF-3732]
Form ID W-4 (ID101) version 2023.01.0 has been added and version 2021.12.0 has been deprecated.
[SPF-3728]
Form ID-MS1 (ID102) version 2023.01.0 has been added and version 2022.01.0 has been deprecated.
[SPF-3729]
Form W-4ME (ME101) version 2023.01.0 has been added and version 2022.01.0 has been deprecated.
[SPF-3724]
Form MW-4 (MT101) version 2023.01.0 has been added and version 2021.9.0 has been deprecated.
[SPF-3726]
Form OW-9-MSE (OK102) version 2023.01.0 has been added and version 2019.2.0 has been deprecated.
[SPF-3727]
Form OR-W-4 (OR101) version 2023.01.0 has been added and version 2022.01.0 has been deprecated.
[SPF-3721]
Formulario OR-W-4 (OR101SP) version 2023.01.0 has been added and version 2022.01.0 has been deprecated.
[SPF-3722]
Form Metro/MultCo OPT (OR102) version 2023.01.0 has been added and version 2021.12.0 has been deprecated.
[SPF-3723]
Form Metro/MultCo OPT(SP) (OR102SP) version 2023.01.0 has been added and version 2021.12.0 has been deprecated.
[SPF-3733]
Form WT-4 (WI101) version 2023.01.0 has been added and version 2021.12.0 has been deprecated.
[SPF-3725]
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