October 15, 2024- Form Updates

Form Changes

Alabama

Form A4 additional withholding eligibility updated

Form Title: Employee's Withholding Exemption Tax Certificate

We've made the following changes to Form A4:

The first filing status question option (QS1) now reads "I claim no personal exemption for myself and wish to withhold at the highest rate. Additional withholding is not allowed with this option." Previously, it stated "I claim no personal exemption for myself and wish to withhold at the highest rate."
If an employee selects the filling status option above, the tax wizard will now direct the user to the perjury statement. Previously, the user was directed to the additional withholding question (QS3).
The additional state withholding question (QS2) is no longer always required and is dependent on the employee selecting one of the following filing status values: single, married filing separately, married filing jointly, or head of family.

The behavior change was confirmed with the Withholding Tax Department of the Alabama Department of Revenue.

California

Form DE 4 Worksheet B calculation update

Form Title: Employee's Withholding Allowance Certificate

We’ve updated Form DE 4 so that Worksheet B, Line 3 can now display a negative value in the user interface. Previously, if the amount on Worksheet B, Line 1 was less than the amount on Line 2, Line 3 was automatically set to 0, which affected the final number of allowances calculated. Moving forward, the system will display a negative value for Line 3, if applicable, allowing more accurate calculations.

Connecticut

Form CT-W4NA field validations updated

Form Title: Employee's Withholding Certificate Nonresident Apportionment

On the October 21, 2023 release, we updated the validations in the "employee apportionment worksheet" within Form CT-W4NA so Lines 2 and 3 will not exceed Line 1. Upon further research, we've corrected this validation logic to the following:

Line 1 must be between 0 and 366
Line 2 must be between 0 and 366 and less than or equal to Line 1
Line 3 must be between 0 and 366 and less than or equal to Line 2

Pennsylvania

Form CLGS-32-6 updated

We've made several adjustments to Form CLGS-32-6 (PA114).

For work addresses outside of PA:
- "Work location PSD code" will return 0 instead of the current "880000" default value
- "Work county" will be blank
For resident addresses outside of PA:
- Resident county will be blank

South Carolina

SC W-4 additional withholding required

We've corrected the "additionalWithholding" field on Form SC W-4 (SC101) so it's now required if the employee is not exempt. This is to bring the field into alignment with the other additional state withholding fields across all forms in the tax wizard.

Multi-State

North Dakota and Minnesota modules updated

Employees will see the following new question "Are you going to complete the Form MWR, Reciprocity Exemption/Affidavit of Residency?" Below are the response options:

I AM going to complete the Form MWR, Reciprocity Exemption/Affidavit of Residency to claim exemption from employee withholding
I am NOT going to complete the Form MWR, Reciprocity Exemption/Affidavit of Residency to claim exemption from employee withholding

If the employee states they will complete Form MWR (MN102), the tax wizard will present the North Dakota resident flow and the North Dakota W-4 (ND104) form for completion.

Miscellaneous

Fixed floating point rounding

We fixed an underlying floating-point issue that caused some calculated fields to round incorrectly. Rounding is now more precise and accurate across the product.

Telephone number error message updated

We've updated our validation error message for the telephoneNumber field for clarity:

Old error message: telephoneNumber must be 10 digits
New error message: telephoneNumber must be 10 digits in XXXXXXXXXX or XXX-XXX-XXXX format and must not start with a 0 or 1 for the area code or prefix

User Interface Updates

We made the following updates to the UI:

On the initial landing page, we updated the page name to "Employee Withholding Resource Center"
Updated fonts to be more modern including adjusting some of the choices for formatting such as the usage of bold font. For example, using bold on the question instead of answer set.
Updated the "Check my progress" button to more clearly be a button
Updated "$" to be in line with the values being entered
On the form preview page:
- Updated the jurisdiction name to follow standard capitalization instead of the entire word being capitalized or abbreviated
- Adjusted the styling of the "Submit Form" button
- Added a preview header
- Moved the "Print" and "Download" buttons to the preview section
On the Form submission page:
- Added a form submission success message
- Added a preview header
- Added "Print" and "Download" buttons