Click Boarding is planning to upgrade to the latest version of our tax wizard on March 21, 2023.
Please note that this outlines only updates to our tax wizard. Additional changes to be included in the Mach 21, 2023 release will be noted in our standard release notes.
Table of Contents
SPF 2023-R3
Form Corrections and Updates
Federal
Publication 505 updated for 2023
[SPF-3780]
The latest version of Publication 505 has been added to SPF. The publication was published by the IRS on February 1, 2023.
Arkansas
Guided flow corrected
[SPF-3775]
We've corrected the Arkansas module so non-residents who meet both criteria below will only be shown Form AR4ECSP. Previously, SPF provided Forms AR4EC and AR4ECSP in the guided flow.
Employee responds no to "do you currently have a military spouse exemption that you no longer qualify for OR no longer wish to claim"
Employee provides the following exemption reason: "I claim exemption from Arkansas withholding tax as my income from all sources is listed in column A"
Arizona
Guided flow corrected
[SPF-3781]
We've corrected the Arizona module so employees who select "I am a Native American living and residing on a Native American reservation" as an exemption reason will only need to complete Form WEC. Previously, SPF provided Forms A-4 in addition to Form WEC in the guided flow.
Hawaii
Form HW-6 updated
[SPF-3785, SPF-3792]
Form Title: Employee's Statement To Employer Concerning Nonresidence In The State Of Hawaii
SPF Form ID: HI103
Form version: 2023.02.0
Effective 1 February 2023, Form HW-6 has been updated:
- The form year was updated from 2022 to 2023.
- The form revision was updated from REV. 2021 to REV. 2022.
- The QR code has changed.
- Question 6 has been updated to display years 2019 through 2023. Previously, years 2018 through 2022 were displayed.
Additionally, we've corrected the PDF output of From HW-6 so the additional context an employee provides when answering yes to question 6 will be displayed on the completed PDF.
Kansas
Form K-4 filing status tax parameter updated
[SPF-3782]
Form Title: Employee's Withholding Allowance Certificate
SPF Form ID: KS101
Form version: 2018.11.0
The"KS.filingStatus"tax parameter regular expression and description have been updated based on guidance from Kansas's Department of Revenue (DOR).
{
"name" : "KS.filingStatus",
"type" : "regex",
"regex" : "^(S|MJ)$",
"description" : "S - filed 'Single',MJ - filed 'Joint' "
}
Previously, the regular expression and description for this parameter were the following:
{
"name" : "KS.filingStatus",
"type" : "regex",
"regex" : "^(S|MJ|Off)$",
"description" : "S - filed 'Single',MJ - filed 'Joint',Off - Employee has elected to file the military spouse exemption or is exemption from tax"
}
Additionally, Form K-4 question set 1 has been updated to include the employee’s filing status when they specify any state withholding exemptions. Previously, the employee reported their filing status in question set 2.
Massachusetts
Form M-4 PDF updated
[SPF-3787]
Form Title: Massachusetts Employee's Withholding Exemption Certificate
SPF Form ID: MA101
Form version: 2019.12.0
We've updated the PDF of Form M-4 within SPF. Previously, the PDF included the following additional clause in the instructions that has since been removed by the jurisdiction: IF THE ALLOWABLE MASSACHUSETTS WITHHOLING EXEMPTIONS ARE THE SAME AS YOU ARE CLAIMING FOR U.S. INCOME TAXES, COMPLETE U.S. FORM W-4 ONLY.
No changes were made to the form itself.
Michigan
Form MI-W4 tax parameter corrected
[SPF-3793]
Form Title: Employee's Michigan Withholding Exemption Certificate
SPF Form ID: MI101
Form version: 2020.12.0
We've updated the"employerInterventionReason"tax parameter in Form MI-W4 to better align to the published form.
The regular expression validation for this tax parameter was updated to the following:
regex
^(null|%EXEMPT%|%HIGH_EXEMPTIONS%|%NEW_HIRE%|%NEW_HIRE_EXEMPT%|%NEW_HIRE_HIGH_EXEMPTIONS%)$
Additionally, the tax parameter description was updated to the following:
- null - employerIntervention is null or false
- %EXEMPT% - Employee has claimed exempt a copy of this form must be sent to the Michigan Department of Treasury
- %HIGH_EXEMPTIONS% - Employee has claimed 10 or more exemptions and a copy of this form must be sent to the Michigan Department of Treasury
- %NEW_HIRE% - All new hires must be reported to the State of Michigan. See www.mi-newhire.com for information.
- %NEW_HIRE_EXEMPT% - All new hires must be reported to the State of Michigan. See www.mi-newhire.com for information. Employee has claimed exempt a copy of this form must be sent to the Michigan Department of Treasury
- %NEW_HIRE_HIGH_EXEMPTIONS% - All new hires must be reported to the State of Michigan. See www.mi-newhire.com for information. Employee has claimed 10 or more exemptions and a copy of this form must be sent to the Michigan Department of Treasury
Previously, the employerInterventionReason description was "null - employerIntervention is null or false".
Additionally the response options for the exempt survey question (QS3) that asks "Are you exempt from Michigan withholding?" have been updated to include the following: "Yes - I am an enrolled member of a federally recognized tribe that does not have a tax agreement with the State of Michigan, you reside within that tribe's Indian Country (as defined in 18 USC 1151), and compensation from this job will be earned within that Indian Country."
Form MI-W4 PDF updated
[SPF-3788]
Form Title: Employee's Michigan Withholding Exemption Certificate
SPF Form ID: MI101
Form version: 2020.12.0
We've updated the PDF of Form MI-W4 within SPF to contain the latest instructions for Line 8b.
No changes were made to the form itself.
North Dakota
Form NDW-M updated
[SPF-3786, SPF-3791]
Form Title: Exemption From Withholding for a Qualifying Spouse of a U.S. Armed Forces Servicemember
SPF Form ID: ND105
Form version: 2023.02.0
Effective 1 January 2023, Form NDW-M has been updated:
- The eligibility question prompt has been updated.
- The revision date has been updated from 2-2019 to 12-2022.
- The form title is now printed in all capital letters.
- The form instructions on page 2 have entirely rewritten.
Additionally, we've corrected the PDF output of Form NDW-M so the employee's phone number will now be displayed. Previously it was blank.
Please note that the employee's phone number ("daytimephone") was correctly returned in the postback. The change is only to the completed PDF.
Oregon
Oregon module updated
[SPF-3777]
We’ve updated the Oregon module to better align to the guidance within the Metro Supportive Housing Services Tax FAQ Guide.
Currently, SPF requires employees to either opt in or opt out of the Metro Supportive Housing Services Tax or the Multnomah County Preschool for All Tax by answering yes or no the following question (QS2): "Do you want to claim Metro SHS and/or Multnomah County PFA Withholding Amount?" However, employees should have the ability to choose neither and instead have their employer automatically withhold based on the default withholding.
Therefore, we’ve added a third option that lets employees report “I want my employer to automatically withhold based on my expected annual salary using the withholding tables.” To support this functionality, we’ve added the new tax parameters below to the English and Spanish versions of Form Metro/MultCo OPT and Form Metro OPT.
Form Metro/MultCo OPT (OR102 and OR102SP):
- OR.defaultShsWithholding (boolean)
- OR.defaultPfaWithholding (boolean)
Form Metro OPT (OR103 and OR103SP):
- OR.defaultShsWithholding (boolean)
If an employee chooses the default withholding amount for Metro SHS or Multnomah County PFA the respective new parameter will return true.
Additionally, the question sets for Forms Metro/MultCo OPT and Metro OPT have been updated to accommodate this change.
Form Metro OPT updated
[SPF-3778]
Form Title: Employee OPT IN/OUT Form Metro Supportive Housing Services Tax (SHS)
SPF Form ID: OR103
Form version: 2023.02.0
Effective 1 January 2023, Form Metro OPT has been updated with the following:
- The revision date was updated from 6/11/21 to 2/2/23.
- The year in the tax table title has been updated from 2021 to 2023.
Form Metro OPT(SP) updated
[SPF-3779]
Form Title: Metro Vivienda De Apoyo – Impuestos Personales
SPF Form ID: OR103SP
Form version: 2023.02.0
Effective 1 January 2023, Form Metro OPT(SP) has been updated with the following:
- The revision date was updated from 6/11/21 to 2/2/23.
- The year in the tax table (tabla de impuestos) title has been updated from 2021 to 2023.
SPF Catalog Updates
Form HW-6 (HI103) version 2023.02.0 has been added and version 2022.01.0 has been deprecated.
[SPF-3785]
Form K-4 (KS101) version 2018.11.0 parameter updated
[SPF-3782]
The "KS.filingStatus" tax parameter regular expression and description have been updated to the following:
{
"name" : "KS.filingStatus",
"type" : "regex",
"regex" : "^(S|MJ)$",
"description" : "S - filed 'Single',MJ - filed 'Joint' "
}Previously, the regular expression and description for this parameter were the following:
{
"name" : "KS.filingStatus",
"type" : "regex",
"regex" : "^(S|MJ|Off)$",
"description" : "S - filed 'Single',MJ - filed 'Joint',Off - Employee has elected to file the military spouse exemption or is exemption from tax"
}
Form MI-W4 (MI101) version 2020.12.0 parameter updated
[SPF-3793]
The "employerInterventionReason" tax parameter regular expression and description have been updated to the following:
{
"name" : "employerInterventionReason",
"type" : "regex",
"regex" : "^(null|%EXEMPT%|%HIGH_EXEMPTIONS%|%NEW_HIRE%|%NEW_HIRE_EXEMPT%|%NEW_HIRE_HIGH_EXEMPTIONS%)$",
"description" : "null - employerIntervention is null or false, %EXEMPT% - Employee has claimed exempt a copy of this form must be sent to the Michigan Department of Treasury, %HIGH_EXEMPTIONS% - Employee has claimed 10 or more exemptions and a copy of this form must be sent to the Michigan Department of Treasury, %NEW_HIRE% - All new hires must be reported to the State of Michigan. See www.mi-newhire.com for information, %NEW_HIRE_EXEMPT% - All new hires must be reported to the State of Michigan. See www.mi-newhire.com for information. Employee has claimed exempt a copy of this form must be sent to the Michigan Department of Treasury, %NEW_HIRE_HIGH_EXEMPTIONS% - All new hires must be reported to the State of Michigan. See www.mi-newhire.com for information. Employee has claimed 10 or more exemptions and a copy of this form must be sent to the Michigan Department of Treasury"
}Previously, the regular expression and description for this parameter were the following:
{
"name" : "employerInterventionReason",
"type" : "regex",
"regex" : "^(null)$",
"description" : "null - employerIntervention is null or false"
}
Form NDW-M (ND105) version 2023.02.0 has been added and version 2019.7.0 has been deprecated.
[SPF-3778]
Tax parameters added to Form Metro/MultCo OPT (OR102) and Form Metro/MultCo OPT(SP) (OR102SP) versions 2023.01.0
[SPF-3777]
The following tax parameters have been added:
{
"name" : "OR.defaultShsWithholding",
"type" : "boolean",
"description" : "SHS Default withholding by employer, based on expected annual salary and using withholding tables. Withholding will be annualized across all pay periods. This will not consider spousal income or other income."
}, {
"name" : "OR.defaultPfaWithholding",
"type" : "boolean",
"description" : "PFA Default withholding by employer, based on expected annual salary and using withholding tables. Withholding will be annualized across all pay periods. This will not consider spousal income or other income."
}
Form Metro OPT (OR103) version 2023.02.0 has been added and version 2021.6.0 has been deprecated.
[SPF-3778]
Form Metro OPT(SP) (OR103SP) version 2023.02.0 has been added and version 2021.6.0 has been deprecated.
[SPF-3779]
Upcoming tax parameter updates
[SPF-3215]
For consistency and to provide alignment across all forms within SPF, tax parameters that return "off" or "null" will return "NOT_APPLICABLE" in a future release of SPF. This change to the regular expression and descriptions within the SPF tax parameter catalog is still being finalized and below are the impacted forms.
Clients who have hard coded these values ("off" or "null") into your logic or existing unit tests will need to update your systems to reflect "NOT_APPLICABLE" to avoid any unanticipated consequences.
We are currently targeting the SPF 2023-R6 release on in early June to deploy this change.
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