Form Improvements and Fixes
US Tax Withholdings
The following tax parameters have been updated and are available as part of the Symmetry SPF 2021-R5 release.
Federal
Form W-4(SP) images fixed Form Name: Certificado de Retenciones del Empleado
SPF Form ID: W4101SP
Images used in the wizard for Form W-4(SP) are now correctly displayed to the user. Please note that this did not affect the final generated PDF itself.
Arizona
Form A-4V corrected for Guided Mode
Form Name: Voluntary Withholding Request for Arizona Resident Employed Outside of Arizona
SPF Form ID: AZ103
When filling out the Arizona Resident Survey in Guided Mode: if a user selected that they work in Arizona, do not work outside Arizona, and selected “I am a Native American living and residing on a Native American reservation,” then Form A-4V was being incorrectly suggested. This form is for Arizona residents working outside of Arizona.
An additional question set has been created for the Arizona Resident Survey for people working only inside Arizona.
Arkansas
Form AR4EC will always require a filing status selection
Form Name: Employee's Withholding Exemption Certificate
SPF Form ID: AR101
A user is now always required to select a filing status when filling out the wizard for this form, regardless of the user’s qualification and selection for low-income tax rates.
Therefore, the AR.filingStatus tax parameter will now always be returned as well.
Iowa
Iowa Resident Survey correctly presented for Guided Mode
The Iowa Resident Survey is now correctly presented for employees that meet all the following conditions:
- Living in Iowa
- Working exclusively outside of Iowa
- Not working in a state without income tax, in Illinois, or in Washington, D.C.
Form IA W4 now displays FEIN on final PDF
Form Name: Employee Withholding Allowance Certificate, Certificado de exención de retenciones del empleado
SPF Form ID: IA101, IA101SP
The Federal Employer Identification Number (FEIN) will now be printed in both sections on the IA W4 PDF (if it is passed in through the Registration Context XML).
This fix affects both the English and Spanish versions of the form.
Kentucky
Guided Mode null pointer error fixed
If a user selects "None of the above" in the Kentucky precondition check for Guided Mode, then clicks their browser back button, a null pointer will no longer be thrown.
Maryland
Form MW507M input corrected
Form Name: Exemption from Maryland Withholding Tax for a Qualified Civilian Spouse of a U. S. Armed Forces Servicemember
SPF Form ID: MD102
Both the third and fourth input box in the wizard were titled “State of permanent duty station.”
The third input box has now been corrected to “Name of permanent duty station.” The functionality of this input was correct and has not been changed, only the name.
Michigan
Typo corrected in Michigan forms wizard
For Michigan forms that ask for a Predominant Place of Employment, a typo has been corrected in the instructions:
“Note: The highest percentage predominant city is to be used to select your form for withholding AND percentages MUST add up to 100%.”
Mississippi
Form 89-350 married filing statuses corrected
Form Name: Mississippi Employee's Withholding Exemption Certificate
SPF Form ID: MS101
If the user selects "Married (Spouse does not work)", SPF now returns the correct filing status of "M1" ("Married - spouse not employed") and checks the correct checkbox on the PDF.
If the user selects "Married (Spouse works)", SPF now returns the correct filing status of "M2" ("Married - spouse is employed") and checks the correct checkbox on the PDF.
Previously, these were reversed; M1 was being returned and selected instead of M2, and vice-versa.
Missouri
Form MO W-4 field made optional for Line 3
Form Name: Employee's Withholding Certificate
SPF Form ID: MO101
When filling out the wizard for Form MO W-4, the question “Amount to be withheld instead of the standard calculation” is now optional.
This field corresponds to Line 3 on the Form MO W-4, which is optional and may be left blank by the employee.
Oklahoma
Form OK-W-4 updated
Form Name: Employee's State Withholding Allowance Certificate
SPF Form ID: OK101
The Form OK-W-4 has been updated:
- The printed revision date has been updated to “Revised 3-2021”
- The title of the form has changed to “Employee's State Withholding Allowance Certificate” (formerly “Employee's Withholding Allowance Certificate”)
- Dollar values and instructions remain unchanged
Oregon
New Employee OPT IN/OUT Forms added for Metro SHS and Multnomah County PFA
Form Name: Employee OPT IN/OUT Form Metro Supportive Housing Services Tax (SHS) Multnomah County Preschool for All Tax (PFA)
SPF Form ID: OR102
Form Name: Employee OPT IN/OUT Form Metro Supportive Housing Services Tax (SHS)
SPF Form ID: OR103
Two new forms have been added to allow users to opt in or out of the new Metro Supportive Housing Services Tax (for employees living in the Metro District), or to opt in or out of both the Metro SHS tax and the Multnomah County Preschool for All Tax (for employees living in Multnomah County, within the Metro District).
The Oregon Guided Mode has been updated to ask a user to select one of the following:
- “I work or live in Multnomah County”
- Returns the OR-W-4 and the Metro/MultCo OPT Form
- “I do not work or live in Multnomah County, but I do work or live in the Metro District”
- Returns the OR-W-4 and the Metro OPT Form
- “None of the above”
- Returns only the OR-W-4
Additional information on these taxes and forms can be found at: https://www.oregonmetro.gov/public-projects/supportive-housing-services/taxes-and-funding https://multco.us/finance/preschool-all-personal-income-tax
Miscellaneous Updates
Federal removed from state dropdowns
Dropdowns allowing a user to select a state (for example, for a state of residence) will no longer show “Federal” as an option.
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