SPF 2023-R6

Form Corrections and Updates

California

Form DE 4(SP) version updated

[SPF-3907]

Form Title: Certificado de Retenciones del Empleado
SPF Form ID: CA101SP
Form version: 2023.04.0

We've updated the version of Form DE 4(SP) to align to the English version. No changes to the form were made.

Colorado

Colorado Form W-4 added to SPF

[SPF-3863]

Form Title: Employee's Withholding Certificate
SPF Form ID: CO101
Form version: 2022.12.0

Based on the latest communications with the State of Colorado, we've added Colorado Form W-4 (CO101) back into SPF.

In guided Mode, Colorado Form W-4 is presented to an employee when they choose to use their Federal W-4 values for Colorado withholding. If the employee has completed the Federal W-4 or if federal values (<federalValues>) were provided in the Registration Context, the employee will sign the Colorado W-4 and submit it with no changes. However, if the employee does not complete the Federal W-4 and has not provided federal values in the Registration Context, the employee will need to enter values into Colorado W-4 prior to submitting.

We originally removed this form due to a 2022 communication from the State of Colorado stating that an employee should complete either the Federal W-4 (W4101) or Form DR 00004 (CO103). Therefore, in the 2022-R7 release on September 19, 2022, the Colorado Form W-4 (CO101) was removed from SPF entirely, including from the Types-schema.xsd. However, when an employee chooses to use their existing values on the Federal W-4, there is currently no indication in the postback that the employee wants to use Federal values besides the completed Federal W-4 form.

We have now confirmed with Colorado directly that we need to provide a separate Colorado W-4 for the employee to sign and submit. The following prompt will be displayed to the user in Guided mode: "if you want to make adjustments from your Federal withholding, you must complete the Colorado DR 0004 form. Otherwise, if not completing the Colorado DR 0004 form, employer must use a copy of your IRS form W-4. Do you want to continue with the Federal W-4 for Colorado purposes?"

Form DR 1059 PDF corrected

[SPF-3891]

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 Attestation by Servicemember's Spouse initials were transposed with the services member's initials in the finalized PDF of Form DR 1059.

New York

New York Resident Guided flow module updated

[SPF-3888]

We've updated the New York Resident Guided flow survey question "Would you like to opt out of paid family leave benefits?" response options to the following:

I would like to opt out of paid family leave benefits
I would NOT like to opt out of paid family leave benefits

Previously, SPF would return the following options:

I would like to opt out of paid family leave benefits
None of the above

Oregon

Forms Metro/MultCo OPT and Metro OPT parameters restored

[SPF-3899]

Form Titles: Employee OPT IN/OUT Form Metro Supportive Housing Services Tax (SHS) Multnomah County Preschool for All Tax (PFA), Employee OPT IN/OUT Form Metro Supportive Housing Services Tax (SHS)
SPF Form IDs: OR102, OR103
Form versions: 2023.01.0, 2023.02.0

We've restored the tax parameters below that were inadvertently removed.

Form Metro/MultCo OPT (OR102):

OR.defaultShsWithholding (boolean)
OR.defaultPfaWithholding (boolean)

Form Metro OPT (OR103):

OR.defaultShsWithholding (boolean)

Miscellaneous

Error message updated in Blank Forms

[SPF-3896]

We've updated the error message displayed within Blank Forms if a client is not licensed to either US SPF or Canadian SPF.

SPF Catalog Updates

Form DE 4(SP) (CA101SP) version 2023.04.0 has been added and version 2023.01.0 has been deprecated.

[SPF-3907]

Form W-4 (CO101) version 2022.12.0 has been added.

[SPF-3863]

Upcoming Changes

For consistency and to provide alignment across all forms within SPF, tax parameters that return "off" or "null" will return "NOT_APPLICABLE" in the 2023-R11 release in November, 2023.

Additionally, 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%)$. In 2023-R11 this will be updated to ^(NOT_APPLICABLE|EXEMPT)$.

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 these values into your logic or existing unit tests will need to update your systems to avoid any unanticipated consequences.

Please note that we've adjusted the timeline to allow clients additional time to prepare for this change. Initially we were targeting the 2023-R7 release, but are providing 3 additional months of lead time. You can find the complete list of tax parameters that are changing along with their former and new regex values here.

Kansas Form K-4 parameter removal in 2023-R7 release

[SPF-3858]

In the upcoming 2023-R7 release, we're making two corrections to Form K-4:

removing the employerAdditionalInfoRequired tax parameter. This parameter was added in the 2021-R12 release on 28 November 2021 and is not needed for Form K-4.
printing the Federal EIN in box 8 of the withholding allowance certificate PDF

Ohio Form IT-4 parameter updates in 2023-R7 release

[SPF-3837]

In the upcoming 2023-R7 release, we're adding four new Boolean tax parameters to Form IT-4 that correspond to the exemption reason survey question.

OH.rc5747
OH.activeDutyResident
OH.nonResidentMilitary
OH.militarySpouse

Currently, SPF sets the OH.militaryExempt parameter to true when a user selects they are exempt because of the following reasons:

I am a resident military servicemember who is stationed outside Ohio on active duty military orders.
I am a nonresident military servicemember who is stationed in Ohio due to military orders.
I am a nonresident civilian spouse of a military servicemember and I am present in Ohio solely due to my spouse's military orders.

In the 2023-R7 release, the OH.militaryExempt tax parameter will no longer be returned and instead SPF will use the specific Boolean tax parameters.

Please note that the OH.reciprocalResident tax parameter remains unchanged.

June 27, 2023 - Form Updates