August 3, 2021 Form Updates

US Tax Withholdings

The following tax parameters have been updated and are available as part of the Symmetry SPF 2021-R8 release.

Federal

Form W-4 PDF corrected

Form Name: Employee’s Withholding Certificate

SPF Form ID: W4101

The PDF of Form W-4 will now correctly return the filing status checkboxes. Previously, the inputs for filing status were blank in the PDF.

Michigan

Form MI-W4 question made optional

Form Name: Employee's Michigan Withholding Exemption Certificate

SPF Form ID: MI101

When completing the Form MI-W4, the question that asks for the employee’s driver’s license or state identification number is now optional.

Minnesota

Form MWR only rendered for eligible employees in guided mode

Form Name: Reciprocity Exemption/Affidavit of Residency for Tax Year 2021

SPF Form ID: MN102

When completing forms in the Minnesota Guide Mode, users will no longer see Form MWR if they are ineligible to complete it.

Previously, Form MWR was presented to all users completing this flow, regardless of eligibility. When a user responded “No” to the third question “do you return to your permanent residence at least once a month?”, the flow returned the user to the Minnesota Nonresident Summary page and informed the user they were ineligible to complete the form.

In the 2021-R8 release, the user will be asked this eligibility question in the flow and if they respond that they do not return to their permanent residence at least once a month, the flow will not present Form MWR.

New York

Form IT-2104 updated

Form Name: Employee's Withholding Allowance Certificate

SPF Form ID: NY101

Updated the New York Form IT-2104. There have been numerous formatting changes and the revision date of “6/21” has been added throughout, as well as the following changes:

Page 1: Added “Important Information” section regarding tax table changes under the "Instructions" header.
Page 2: Updated the NY AGI Chart numbers.
Page 6: Updated values within the second chart (“Combined wages between $1,724,300 and $2,263,265”).
Page 7: Updated values within the second chart (“Combined wages between $538,750 and $1,185,399”).
Page 8: Updated values on both charts (“Combined wages between $1,185,400 and $1,724,299,” “Combined wages between $1,724,300 and $2,263,265”).

Ohio

Form IT-4 corrected for addresses with apostrophes

Form Name: Employee's Withholding Exemption Certificate

SPF Form ID: OH101

SPF will now correctly handle addresses and county names that contain an apostrophe. For example, when passing in an address that belongs in Prince George’s County, Maryland, the correct form will appear. Previously, the IT-4 Form would not be returned and SPF would return a blank page.

Oregon

Metro/MultCo Employee OPT IN/OUT Form updated

Form Name: Employee OPT IN/OUT Form Metro Supportive Housing Services Tax (SHS) Multnomah County Preschool for All Tax (PFA)

SPF Form ID: OR102

Updated the Metro/MultCo OPT Form with the following:

Added revision date of 6/11/2021.
Revised instructions below the OPT IN section.
Updated the withholding amount check boxes to a per paycheck amount from the previous annual amount.
Revised instructions below the withholding amount questions.
Added this additional disclaimer following the Penalty of False Swearing statement: “This election remains in effect until revoked in writing or a new OPT IN/OUT form is submitted by the employee.”

Please note the 2021 Metro SHS Tax Tables have not changed from the previous form version.

Metro/MultCo Employee OPT IN/OUT Spanish Form updated

Form Name: Metro Vivienda De Apoyo – Impuestos Personales(SHS) Multnomah County Preescolar Para Todos – Impuestos Personales(PFA)

SPF Form ID: OR102SP

Updated the Metro/MultCo OPT(SP) Form with the following:

Added revision date of 6/11/2021.
Updated the withholding amount check boxes to a per paycheck amount from the previous annual amount.

Metro Employee OPT IN/OUT Form updated

Form Name: Employee OPT IN/OUT Form Metro Supportive Housing Services Tax (SHS)

SPF Form ID: OR103

Updated the Metro OPT Form with the following:

Added revision date of 6/11/2021.
Revised instructions below the OPT IN section.
Updated the withholding amount check boxes to a per paycheck amount from the previous annual amount.
Revised instructions below the withholding amount questions.
Added this additional disclaimer following the Penalty of False Swearing statement: “This election remains in effect until revoked in writing or a new OPT IN/OUT form is submitted by the employee.”

Please note the 2021 Metro SHS Tax Tables have not changed from the previous form version.

Metro Employee OPT IN/OUT Spanish Form updated

Form Name: Metro Vivienda De Apoyo – Impuestos Personales

SPF Form ID: OR103SP

Updated the Metro OPT(SP) Form with the following:

Added revision date of 6/11/2021.
Updated the withholding amount check boxes to a per paycheck amount from the previous annual amount.

Pennsylvania

Guided mode typo corrected

When completing the Pennsylvania Guided Mode, the following question has been updated:

New language: “Do you live in one of the following states: Nevada, Washington, New Hampshire, South Dakota, Wyoming, Texas, Florida, Tennessee, or Alaska?
Previous language: “Do you live in in of the following states: Nevada, Washington, New Hampshire, South Dakota, Wyoming, Texas, Florida, Tennessee, or Arkansas?”

This was updated in the Spanish and French languages as well.

Form CLGS-32-6 corrected for addresses with apostrophes

Form Name: Local Earned Income Tax Residency Certification Form

SPF Form ID: PA114

SPF will now correctly handle addresses and county names that contain an apostrophe. For example, when passing in an address that belongs in Prince George’s County, the correct form will appear. Previously, the CLGS-32-6 Form would not be returned and a blank page would appear when an address or county contained an apostrophe.

SPF will now correctly handle addresses and county names that contain an apostrophe. For example, when passing in an address that belongs in Prince George’s County, Maryland, the correct form will appear. Previously, the CLGS-32-6 would not be returned and SPF would only return a blank page.

West Virginia

Form WV IT-104 updated

Form Name: Employee's Withholding Exemption Certificate

SPF Form ID: WV101

Updated the West Virginia Form WV IT-104 with the following:

Updated the form name from WV/IT-104 to WV IT-104
The revision date of form has been updated from 12/09 to 12/20. (Please note that, despite the revision date of 12/20, West Virginia published this change within the last month).
Line 6: The note regarding special withholding allowances on the Federal W-4 has been removed; only the penalty of perjury statement remains.
"Nonresidents-see reverse side" removed from the bottom of the form.
Several other formatting changes.

Form WV IT-104NR updated

Form Name: Certificate Of Nonresidence

SPF Form ID: WV102

Updated the West Virginia Form WV IT-104NR with the following:

The revision date of form has been updated from 12/09 to 12/20. (Please note that, despite the revision date of 12/20, West Virginia published this change within the last month).
Several other formatting changes.