Table of Contents
- SPF 2023-R5
- Upcoming tax parameter updates
SPF 2023-R5
Form Corrections and Updates
Federal
Federal Guided flow CDN URL updated
[SPF-3860]
We've updated the first question set in the Federal guided flow to link to the updated Form 8233 instructions revised October 2021. Previously, the instructions reflected the November 2020 revision.
California
Form DE 4 corrected
[SPF-3867]
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 corrected by the State of California:
- The "Single Persons, Dual Income Married or Married With Multiple Employers" withholding table on page 4 maximum dollar amount for the highest bracket was updated from $117,556.49 to $116,083.76.
- The revision date has been removed from pages 3 and 4 of the form.
Documentation: Employment Department of the State of California
Colorado
Form DR 0004 validation error message updated
[SPF-3852]
Form Title: Colorado Employee Withholding Certificate
SPF Form ID: CO103
Form version: 2022.12.0
In Form DR 0004, we've corrected the validation error message for the first question in the withholding allowance worksheet (QS2, ws1_line) to state "Please enter a valid dollar amount." Previously, the error message incorrectly stated "Value must be zero or greater, but less than 10,000,000."
Form DR 1059 PDF corrected
[SPF-3874]
Form Title: Affidavit of Exemption for the Nonresident Spouse of a U.S. Servicemember
SPF Form ID: CO102
Form version: 2019.11.0
We've corrected an error where the servicemember's spouse name fields (spouseFirstName, spouseMiddleInitial, and spouseLastName) were transposed with the services member's name fields (firstName, middleInitial, and lastName) in the finalized PDF of Form DR 1059.
Kansas
Form K-4 exempt from withholding parameter corrected
[SPF-3846]
Form Title: Employee's Withholding Allowance Certificate
SPF Form ID: KS101
Form version: 2018.11.0
In the Kansas module when a user reports a military spouse exemption ("exemptionReason": "militarySpouse"), the exemptFromStateWithholding tax parameter will now return true for Form K-4. Previously, it was set to false.
Minnesota
PDF format updated for negative worksheet values
[SPF-3845]
Form Title: Minnesota Withholding Allowance/Exemption Certificate
SPF Form ID: MN103
Form version: 2022.12.0
We've corrected how negative calculated values are displayed in the Itemized Deductions and Additional Income Worksheet of Form W-4MN. Previously, negative values were displayed in parentheses and with a negative sign (-x). We've corrected this so negative values are indicated by only having parentheses present to align to the form instructions.
- Previous result: (-7825)
- Current result: (7825)
Please note this change is only to how the value is displayed on the form PDF.
North Dakota
North Dakota Form W4 typo corrected
[SPF-3862]
Form Title: Employee's Withholding Certificate
SPF Form ID: ND104
Form version: 2022.12.0
We've corrected a minor typo in question set 16 of North Dakota's Form W-4 (ND104). The step2Survey multiple jobs worksheet text now reads "Complete this step if you (1) hold more than one job at a time, or (2) are married filing jointly and your spouse also works..." Previously, it read "Complete this step if you (1) hold more than one job at a time, of (2) are married filing jointly and your spouse also works..."
Virginia
Form VA-4 field validation updated
[SPF-3871]
Form Title: Employee's Income Tax Withholding Exemption Certificate
SPF Form ID: VA101
Form version: 2011.2.0
The additional withholding question (QS7) of Form VA-4 is no longer required. Previously, SPF required a value (even is the user entered 0) for line 2 of the form.
For API users, the additionalLocalWithholding question ID is now set to NEVER instead of DEPENDENT ("whenRequired": "NEVER").
West Virginia
Form WV IT-104 updated
[SPF-3832, SPF-3870]
Form Title: Employee's Withholding Exemption Certificate
SPF Form ID: WV101
Form version: 2023.03.0
Effective 1 March 2023, Form WV IT-104 has been updated:
- The form heading and formatting has been updated, including the logo.
- Form name has been updated from WV/IT-104 to WV IT-104 within the Exemption Certificate section of the form.
- The revision date was updated from 12/20 to 03/2023.
- Additional instructions have been added for employees who reside in Kentucky, Maryland, Ohio, Pennsylvania, Virginia or who are exempt Military Spouses.
- A footer has been added.
- A second page has been added to the PDF that contains Form WV IT-104NR. While the State of West Virginia has combined these two separate forms within one PDF, per communication from the WV Division of Taxation, these forms are to remain separate.
Documentation: West Virginia Division of Taxation
Form WV/IT-104NR updated
[SPF-3833, SPF-3870]
Form Title: Certificate Of Nonresidence
SPF Form ID: WV102
Form version: 2023.03.0
Effective 1 March 2023, Form WV/IT-104NR has been updated:
- The form heading and formatting has been updated, including the logo.
- The revision was updated from 12/20 to 03/2023.
- The logo has been removed from the certificate section of the form.
- The form instructions have been updated and moved to the top of the form above the certificate.
- A footer has been added.
- An additional page was added to the PDF that contains Form WV IT-104. While the State of West Virginia has combined these two separate forms within one PDF, per communication from the WV Division of Taxation, these forms are to remain separate.
Documentation: West Virginia Division of Taxation
Miscellaneous
Blank Forms download corrected for certain files
[SPF-3859]
We've corrected an error that occurred when a user tried to download a form PDF that contained an additional period in the file name that was not part of the file extension.
Null pointer corrected for missing employer information
[SPF-3890]
We've corrected an error that prevented users from submitting forms when the following conditions were met:
- The form required a state EIN; AND
- The
<employerInformation>element was missing OR the employer<address>element was missing from the Registration Context
Users will now be able to successfully submit forms in this scenario.
SPF Catalog Updates
The regular expression and description of AR.filingStatus in Form AR4EC (AR101) version 2022.11.0 have been updated to remove NOT_APPLICABLE.
[SPF-3866]
Form DE 4 (CA101) version 2023.04.0 has been added and version 2023.01.0 has been deprecated.
[SPF-3867]
Form WV IT-104 (WV101) version 2023.03.0 has been added and version 2021.7.0 has been deprecated.
[SPF-3832]
Form WV/IT-104NR (WV102) version 2023.03.0 has been added and version 2021.7.0 has been deprecated.
[SPF-3833]
Upcoming Tax Parameter Updates
Clients can download the full list of tax parameters impacted by these changes here.
For consistency and to provide alignment across all forms within SPF, tax parameters that return "off" or "null" will return "NOT_APPLICABLE" as of the upcoming 2023-R7 release in early July. Please note that we've updated the anticipated release date of these changes from 2023-R6 to 2023-R7 to allow you additional time to ingest these changes to regular expressions.
To provide further consistency across all tax parameters, we will be removing the percent sign (%) wrappers from tax parameter values in regular expressions. For example, the employerInterventionReason regular expression for Form MW-4 (MT101) is currently ^(NOT_APPLICABLE|%EXEMPT%)$. In 2023-R7, this will be updated to ^(NOT_APPLICABLE|EXEMPT)$.
Lastly, the following forms and tax parameter regular expressions will be updated to remove "null" as a possible value. SPF will no longer return "null" for the employerInterventionReason parameter for the following forms: NY107, OK102, PA112, PA113.
Clients who have hard coded "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.
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