December 23, 2020 Form Updates

Form Improvements and Fixes

Standard Forms

Form Title: Offer Creation for CA Wage Notice

Form Reference Name: State CA Pay Rate - Creation (English)

The following fields are now required:

• Hour Pay Rate Amount
• Weekly Pay Rate Amount
• Annual Pay Rate Amount
• Other Pay Rate Amount 

When selecting the value "Week" for field "Pay Type", the conditional field displayed has been updated to be labeled "Weekly Pay Rate Amount".

US Tax Withholdings

The following tax parameters have been added and are available as part of the Symmetry SPF 2021-R1 release.

Federal

Federal Form W4 updated

Form Name: Employee's Withholding Certificate

SPF Form ID: W4101

The recently released PDF for 2021 Federal Form W-4 has implemented the following changes:

• On the certificate part on page 1, year of 2020 has been updated to 2021.
• Some minor wording changes have been implemented in Step 3 instructions.
• On the instructions section on page 2, dates have been updated from 2020 to 2021.
• The worksheet on page 3 has updated standard deduction amounts, with medical expenses in excess being updated from 7.50% to 10%.
• Further value changes in tables on page 4.

https://www.irs.gov/pub/irs-pdf/fw4.pdf

Added optional messaging to Step 4 of Form W-4

Form Name: Employee's Withholding Certificate

SPF Form ID: W4101

The prompt to skip step 4 (Other Adjustments) has been updated to read “Would you like to complete step 4 (Other Adjustments) for other income, deductions, and extra withholding? This step is optional.”

Arizona

Arizona Form A-4 revised

Form Name: Employee's Arizona Withholding Election

SPF Form ID: AZ101

The PDF for Arizona Form A-4 has been revised effective 01 December 2020 to reflect the following changes:

• The revision year has been updated from 2019 to 2020 along with the date at the top of the form being updated from 2020 to 2021.
• A phrase has been added under the instructions section notifying employees to submit a new copy of the form every year if they claim exempt status. 

https://azdor.gov/forms/withholding-forms/arizona-withholding-percentage-election

Arizona Form WEC revised

Form Name: Employee Withholding Exemption Certificate

SPF Form ID: AZ102

The PDF for Arizona Form WEC has been revised effective 01 December 2020 to reflect the following changes:

• The revision year has been updated from 2019 to 2020 along with the date at the top of the form being updated from 2020 to 2021.

https://azdor.gov/forms/withholding-forms/withholding-exemption-certificate

Arizona Form A-4V revised

Form Name: Voluntary Withholding Request for Arizona Resident Employed Outside of Arizona SPF

Form ID: AZ103

The PDF for Arizona Form A-4V has been revised effective 01 December 2020 to reflect the following changes:

• The revision year has been updated from 2019 to 2020 along with the date at the top of the form being updated from 2020 to 2021.

https://azdor.gov/forms/withholding-forms/voluntary-withholding-request-arizona-residentemployed-outside-arizona

Arizona Form A-4C revised

Form Name: Request for Reduced Withholding to Designate for Tax Credits

SPF Form ID: AZ107

The PDF for Arizona form A-4C has been revised effective 01 December 2020 to reflect the following changes:

• The revision year has been updated from 2019 to 2020 along with the date at the top of the form being updated from 2020 to 2021.
• The year has been updated in the phrase: I qualify for and am entitled to this amount of credit ($_____________.00) for 2021 under A.R.S. §§ 43-1088, 43-1089, 43-1089.01 and/or 43-1089.03. Refer to the instructions for Arizona Forms 321, 322, 323, 348, and/or 352 for credit limits.

https://azdor.gov/forms/withholding-forms/request-reduced-withholding-designate-tax-credits

Connecticut

Connecticut Form CT-W4 updated

Form Name: Employee's Withholding Certificate

SPF Form ID: CT101

Effective 01 January 2021, the PDF for Connecticut Form CT-W4 has been revised to implement the following changes:

• The revision date has been updated to 012/20.
• All other references to dates have been updated from 2020 to 2021.

https://portal.ct.gov/DRS/DRS-Forms/Current-Year-Forms/Withholding-Forms

Connecticut Form CT-W4NA updated

Form Name: Employee's Withholding Certificate Nonresident Apportionment

SPF Form ID: CT102

Effective 01 January 2021, the PDF for Connecticut Form CT-W4NA has been revised to implement the following changes:

• The revision date has been updated to 12/20.
• All other references to dates have been updated from 2020 to 2021. 

https://portal.ct.gov/DRS/DRS-Forms/Current-Year-Forms/Withholding-Forms

Kentucky

Kentucky Form 2021 K-4 released

Form Name: Kentucky's Withholding Certificate SPF Form ID: KY101

The PDF for Kentucky Form 2021 K-4 has been released as of 11 December 2020with the following changes implemented:

• The date has been updated from 2020 to 2021.
• The standard deduction amount has been updated from $2,650 to $2,690.
• The instructions have been updated to include the new year and income tax liability.
• The revision date has been updated on the bottom of the form from 12-2019 to 9-2020.

https://revenue.ky.gov/Forms/42A804%20(K-4)%20(2021)(10-15-20).pdf

Please note that there is a typo in the official KY Form on page 1 (If both the above statements apply, you are exempt and may check box 1. Your exemption for 2021 expires February 15, 2021.). Kentucky has stated that they are aware of the typo; SPF will be updated once the revised version of the form is released.

Michigan

Michigan Form MI-W4 updated 

Form Name: Employee's Michigan Withholding Exemption Certificate

SPF Form ID: MI101

The PDF for Michigan Form MI-W4 has been revised on 01 December 2020 and implemented the following changes:

• The form has been extended from one page to two pages in length, with the instructions located on the second page.
• The revision date has been updated from 11-19 to 12-20 on the top left.
• Formatting has changed since the form has been extended and some of the language has been revised.
• Penalty of perjury statement has changed.

https://www.michigan.gov/documents/taxes/MI-W4_370050_7.pdf

Missouri

Missouri Form MO W-4 updated

Form Name: Employee’s Withholding Certificate

SPF Form ID: MO101

The PDF for Missouri Form MO W-4 has been revised and implemented the following changes:

• The revision date on the Missouri MO W-4 has been updated from 12-2019 to 12-2020.

https://dor.mo.gov/forms/MO%20W-4.pdf

South Carolina

Employee’s Withholding Allowance Certificate revised

Form Name: South Carolina Employee's Withholding Allowance Certificate

SPF Form ID: SC101

The PDF for South Carolina W-4 form has been revised on 23 September 2020, and has implemented the following changes:

• Revised date on form to reflect current revision date/year.
• Addition of different part sections- i.e., Part I, Part II employer information. 
• Lines 5-7 on the form has corrected typo and implemented worded changes.
• Instructions have been updated.
• The worksheet on page 3 has changed.
• Addition of the Family Privacy Protection Act and the Social Security Privacy Act Disclosure paragraphs

https://dor.sc.gov/tax/withholding/forms

Wisconsin

Wisconsin Form WT-4A revised

Form Name: Worksheet for Employee Withholding Agreement

SPF Form ID: WI102

The PDF for Wisconsin Form WT-4A form has been revised on 01 December 2020, and has implemented the following changes:

• The revision date has been updated to 2021 in multiple areas of the forms
• The amounts in the 2021 Standard Deduction and Tax Rate Schedules for Full-Year Residents tables have been updated.

https://www.revenue.wi.gov/withholdingtaxupdate/20-1.pdf

https://www.revenue.wi.gov/TaxForms2017through2019/w-234f.pdf

Miscellaneous

Blank Forms download corrected

The Blank Forms by Symmetry page downloads have been updated to ensure that the actual form name is always used, rather than the internal Symmetry form ID.

The PDF viewer (print screen) information corrected

The hard-coded reference for the PDF viewer has been corrected so that it displays the root directory set by the user.