March 5, 2021 Interim Form Updates

Form Improvements and Fixes

US Tax Withholdings

The following tax parameters have been updated and are available as part of the Symmetry SPF 2021-R3b release.

Federal

Form W-4 and Form 8233 instructions updated

Form Name: Employee's Withholding Certificate

SPF Form ID: W4101

Added links to the instructions for Form 8233 when navigating federal guided mode. Added link to Publication 505 within the guided mode for Form W-4. These links were removed in 2021-R1 but have since been restored.

Arkansas

Form AR4EC updated

Form Name: Employee's Withholding Exemption Certificate

SPF Form ID: AR101

We’ve updated the form flow to mirror the sequence of questions in Form AR4EC. There is no change to functionality or inputs.

California

Form DE 4 updated 

Form Name: Employee's Withholding Allowance Certificate

SPF Form ID: CA101

Corrected Form DE 4 so the CA.regularAllowances parameter is set by the “Number of allowances for Regular Withholding Allowances – Worksheet A” inputted value and the CA.additionalAllowances parameter is set by “Number of allowances from the Estimated Deductions – Worksheet B” inputted value. Previously, these two parameters were swapped. These two tax parameters are receiving the correct data.

Colorado

Form DR 1059 updated

Form Name: Affidavit of Exemption for the Nonresident Spouse of a U.S. Servicemember

SPF Form ID: CO102

Corrected Form DR 1059 so the Military Spouse’s Middle Initial input will only allow one character within the wizard. The error message has also been updated to reflect this.

Georgia

Form G-4 error message adjusted

Form Name: Employee's Withholding Allowance Certificate

SPF Form ID: GA101

We’ve fixed an issue where two error messages were displayed when a user enters an incorrect personal allowance value. Moving forward, users will only see one error message (since there is only one personal allowances field).

Louisiana

Form L-4 PDF field quality updated

Form Name: Employee's Withholding Allowance Certificate

SPF Form ID: LA101

Adjusted the field size on the PDF so the employee state fits properly.

Maine

Form WHEX updated

Form Name: Personal Withholding Allowance Variance Certificate

SPF Form ID: ME102

The PDF for Form WHEX has been updated. This includes the following changes: capitalization of name and address fields, minor changes in the NOTE section, and updated revision date from 11/19 to 12/20.

This new Form version 2021.2.0 has been added with an effective date of 2021-02-01 and form version 2020.1.0 has been deprecated.

https://www.maine.gov/revenue/sites/maine.gov.revenue/files/inline-files/21_form_w-4me_ff.pdf

Form WHEX PDF field quality updated

Form Name: Personal Withholding Allowance Variance Certificate

SPF Form ID: ME102

Adjusted the field size on the PDF so the telephone number fits properly.

Michigan

Form FW-4 updated

Form Name: Employee's Withholding Certificate for City of Flint Income Tax

SPF Form ID: MI124

We’ve corrected a typo in the exemption option for “Blind” in Form FW-4.

Forms GR W-4, MHW-4, and PW-4 PDF formatting updated

Form Names: Employee's Withholding Certificate For City of Grayling Income Tax City of Muskegon Heights Income Tax - Employee's Withholding Certificate Employee's Withholding Certificate for the City of Portland Income Tax

SPF Form IDs: MI125, MI131, and MI120

Removed additional copies of Form PDFs. Users will only see one PDF of the form and instructions whereas before they saw three.

New York

Form IT-2104 language clarified

Form Name: Employee's Withholding Allowance Certificate

SPF Form ID: NY101

Clarified total allowances recommendations from computed values within Form IT-2104. Please note: there was no change to the functionality or computed values.

Form IT-2104 worksheet quality updated

Form Name: Employee's Withholding Allowance Certificate

SPF Form ID: NY101

Upgraded the quality of the Worksheet part 1 image.

Pennsylvania

Form CLGS-32-6 rendering corrected

Form Name: Local Earned Income Tax Residency Certification Form

SPF Form ID: PA114

Pennsylvania Form CLGS-32-6 will now be displayed correctly when an employee lives in Pennsylvania, works in a different state, and the SPF Webservice setting is enabled.

Form CLGS-32-6 EIT decimal precision updated

Form Name: Local Earned Income Tax Residency Certification Form

SPF Form ID: PA114

We’ve corrected the “Resident location EIT rate” and “Work location EIT rate” inputs to correctly allow up to 4 decimal places.

In 2021-R1c, we allowed the "PA.nonresidentEITrate" and "PA.residentEITrate" tax parameters to accept four digits but the form wizard was still truncating to two decimal places.

Form CLGS-32-6 updated

Form Name: Local Earned Income Tax Residency Certification Form

SPF Form ID: PA114 

Pennsylvania Form CLGS-32-6 will now display the work municipality and county from the webservice if available for all work addresses. Previously, the "workMunicipality" and "workCounty" fields would only be displayed for locations within Pennsylvania.

Form REV-419 EX instruction page added

Form Name: Employee's Nonwithholding Application Certificate

SPF Form ID: PA103

Corrected the 2021-R1d update of Form REV-419 EX so it displays the instructions on page 2.

Miscellaneous Updates

Maximum dependent allowance decreased

All forms except for Form IT-2104 (NY101) that have allowances/dependent input fields now allow a maximum value of 100. The exception is Form IT-2104 (NY101) that maintains the 1,000 maximum.

Form submission fixed for “Print Only” customers

We fixed a bug for customers that have SPF set to “Print Only.” Users were unable to complete a form in Guided Mode or Choose Mode. Users will now be able to complete the form and successfully download the form using the “Print Form” button.