Form Improvements and Fixes

Standard Forms

Form Title: Emergency Contacts

Form Reference Name: Emergency Contact - Canada (French)

The PDF E-Signature translation has been updated to 'Date'.

Form Title: Emergency Contacts

Form Reference Name: Emergency Contact OptIn - Canada (French)

The PDF E-Signature translation has been updated to 'Date'.

US Tax Withholdings

The following tax parameters have been updated and are available as part of the Symmetry SPF 2021-R4 release.

Federal

Form W-4 deductions worksheet corrected

Form Name: Employee's Withholding Certificate

SPF Form ID: W4101

In the final generated PDF, line 2 of the Deductions Worksheet will now correctly print the selected value of $25100, $18800, or $12550.

Indiana

Form WH-4 also required when living in a reciprocal state

Form Name: Employee's Withholding Exemption and County Status Certificate

SPF Form ID: IN101

In both Guided Mode and Choose Mode, users living in a reciprocal state (KY, MI, OH, PA or WI) will now correctly be presented with both Form WH-4 (IN101) and Form WH-47 (IN102), instead of only Form WH-47.

Maryland

Form MW 507 county dropdown added

Form Name: Employee's Maryland Withholding Exemption Certificate

SPF Form ID: MD101

Form MW 507 requests the user to enter their county of residence (or county of employment for nonresidents). We have added a dropdown list of all Maryland counties (including Baltimore city) to prevent potential misspellings. The dropdown list includes:

Allegany
Anne Arundel
Baltimore
Baltimore City
Calvert
Caroline
Carroll
Cecil
Charles
Dorchester
Frederick
Garrett
Harford
Howard
Kent
Montgomery
Prince George's
Queen Anne's
Somerset
St. Mary's
Talbot
Washington
Wicomico
Worcester

Massachusetts

Form M-4-MS instructions corrected

Form Name: Annual Withholding Tax Exemption Certificate for Nonresident Military Spouse

SPF Form ID: MA102

The description for Option 1 now states "I am not a legal resident (domiciliary) of the state of Massachusetts,” then asks the user to select a state of legal residence after selecting Option 1.

Previously, it always stated “I am a legal resident (domiciliary) of the state of Arizona” before asking the user to select a state of legal residence.

Ohio

Form IT 4 correctly returned for employees living in reciprocal states

Form Name: Employee's Withholding Exemption Certificate

SPF Form ID: OH101

In the 2021-R1 release, the Form IT 4 (OH101) replaced all of the other Ohio forms that SPF supports, including IT 4-NR (OH102), IT 4 MIL (OH103), and IT MIL-SP (OH104).

As of this release, SPF now correctly returns the Form IT 4 for employees living in reciprocal states (Indiana, Kentucky, Michigan, Pennsylvania, or West Virginia), as it would have previously done for the former IT 4-NR.

Vermont

Form W-4VT no longer allows Line 5 allowances to be overwritten

Form Name: Employee's Withholding Allowance Certificate

SPF Form ID: VT101

Users will now be restricted from changing the allowances claimed on line 5 (the total number of Vermont allowances added up from lines 1 through 4). Letting this value be overridden allowed amounts that did not add up to the sum from lines 1 through 4.

If a user wishes to change allowances, they must make changes on lines 1 through 4.

Miscellaneous

Updates Prevent error if <employerInformation> is not used

If the <employerInformation> element passed in through the registration context XML is null, a null pointer error will no longer be thrown on the following forms:

AL101
AL103
AZ107
CA101
CT101
CT102
DE101
DE103
GA101
HI101
HI103
IA101
IA102
IL102
IN102
KS101
KS102
LA101
MD101
MD102
ME101
MI101
MI114
MI124
MI126
MI128
MN102
MN103
MO101
MO103
MT101
ND101
ND105
NE101
NE102
NE103
NJ101
NY102
NY103
NY107
NY108
OR101
PA103
PA112
PA113
PA114
SC101
W4101
W8101
WI101
WI102
WI107

April 5, 2021 Form Updates