May 10, 2022 Interim Form Updates

SPF 2022-R4

US Tax Withholdings

Puerto Rico

Form 499 R-4 name corrected in XML catalogForm Name: Certificado De Exención Para La Retención
SPF Form ID: PR101SP

We've corrected the name of Form 499 R-4 in the XML catalog by removing extra characters. It now reads "Certificado De Exención Para La Retención". Please note that the form name displayed corrected in the application. This is a minor change to the XML version of the catalog. 

SPF 2022-R4a

US Tax Withholdings

Alabama

Alabama Guided Mode module updated

We’ve updated the first question in the Alabama Guided Flow module to the following: “Are you completing this as a Military Spouse? If not, would you like to complete in English or Spanish?” Previously, the question read “Choose the best option: Military Spouse, English, or Spanish.” The question response options remain the same. 

 

California

Form DE 4(SP) added

Form Name: Certificado de Retenciones del Empleado
SPF Form ID: CA101SP

Effective 1 March 2022, Form DE 4(SP) has been updated: 

• Revision date has been updated from "Rev. 50 (1-21") to "Rev. 51 (12-21)." 
• Estimated deductions on line 2 of Worksheet B "Hoja de trabajo B, Deducciones estimadas" have been updated:
• Si es casado que presenta una declaración conjunta con dos o más retenciones, soltero pero cabeza de familia, o viudo(a) calificado(a) con dependiente(s) (Married filing jointly with two or more withholdings, single but head of household or qualifying widow(er) with dependent(s)): updated from $9,202 to $9,606.
• Soltero o casado que presenta una declaración por separado, casado(a) con doble ingreso o casado(a) con múltiples empleadores (single or married filing separately, married dual-income): updated from $4,601 to $4,803.
• Personal exemption amount on line 9 of Worksheet C has been updated from $136.40 to $141.90.
• The tables for calculating Worksheet C have been updated for 2022. The income ranges for each tax rate have been updated.
• Minor changes to text and capitalization across the form, instruction, and worksheet.
• Year references have been updated from 2020 to 2021.

Please note that while the state of California released these changes on 1 April 2022, the form revision date is 1 December 2021.

https://edd.ca.gov/siteassets/files/pdf_pub_ctr/de4sp.pdf 

Delaware

Delaware Form DE-W4 added

Form Name: Employee's Withholding Allowance Certificate
SPF Form ID: DE101

Effective 1 March 2022, Form DE-W4 has been updated: 

• Form name has changed from "W-4" to "DE-W4."
• Effective date has been updated from 2020-01-01 to 2022-03-01.
• Revision date has been updated from "20191230" to "20220304." 
• Employee’s Withholding Allowance Certificate (page 1):
  • Line 8 has been updated from "Employer identification number (EIN)" to "TAXPAYER ID (EMPLOYER IDENTIFICATION NUMBER)"
• Resident Withholding Allowance(s) Computation Worksheet (page 2):
  • The  page has been renamed from "W-4NR" to "DE-W4R."
  • The instructions to “round down to the nearest whole number” have been removed from step 8 on the Deductions and Income Adjustments worksheet. 
• Non-resident Withholding Allowance(s) Computation Worksheet (page 3):
  • The page has been renamed from "W-4NR" to "DE-W4R."
• Minor text and formatting changes across the instructions, form, and worksheet.

https://revenuefiles.delaware.gov/2021/DE-W4.pdf 

Utah 

Utah Guided Mode module updated

Form Name: Employee's Withholding Certificate
SPF Form ID: UT101

Effective 1 May 2022, Utah Form W-4 has been updated.

For Hosted and On-Premise clients:

• A new option to claim exempt from state withholding as a military spouse will be presented. This option is displayed in both Guided Mode and Choose Mode.

 

Deprecated Forms Removed

We’ve removed the following deprecated form versions from the catalog:

AR101 AR102 AZ101 AZ102 AZ103 AZ107 CA101 CA101SP CO101 CT101 CT102 GA101 HI101 HI103 IA101 IA101SP ID101 ID102 KY101 LA101

MD102 ME101 ME102 MI111 MN102 MN103 MO101 MS101 MT101 NC101 NC102 NC103 ND104 NE101 NE103 NM101 NY101 NY103 NY107 OR101

OR101SP OR102 OR102SP OR103 OR103SP RI101 SC101 UT101 W4101 W4101SP WI101 WI102 WI107 WV101 WV102

SPF 2022-R4b

US Tax Withholdings

Colorado

Form DR 0004 parameter updated

Form Name: Colorado Employee Withholding Certificate
SPF Form ID: CO103

The following tax parameters will now return null if an employee does not enter a value into the respective "Annual Withholding Allowance" or "Additional Withholding Per Pay Period" fields:

• CO.annualWithholdingAllowance
• CO.additionalStateWithholding

Previously, if an employee did not enter a value SPF would return $0. SPF will now return an empty string. 

Pennsylvania

Form LST Exemption 2022 version added 

Form Name: City Of Pittsburgh 2021 Local Services Tax - Exemption Certificate
SPF Form ID: PA113

Effective 1 April 2022 in SPF, the title of Form LST Exemption has been updated to reflect 2022:

• Previous Name: City Of Pittsburgh 2021 Local Services Tax - Exemption Certificate
• Current Name: City Of Pittsburgh 2022 Local Services Tax - Exemption Certificate

https://apps.pittsburghpa.gov/redtail/images/17839_LST_EXEMPTION_CERT.pdf  

SPF 2022-R5

US Tax Withholdings

Federal 

Form 8233 PDF corrected

Form Name: Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual
SPF Form ID: W8101

We’ve corrected Line 10 on the PDF of Form 8233 so it will now be checked when an employee selects "Yes" when asked if they are a "foreign student, trainee, professor/teacher or researcher." Previously, if an employee selected "Yes" when asked if they were a "foreign student, trainee, professor/teacher or researcher" this box was not checked on the PDF.

 

Colorado

Form DR 0004 currency fields updated

Form Name: Colorado Employee Withholding Certificate
SPF Form ID: CO103

We’ve corrected a bug in Form DR004 where currency fields would capture "0.00" instead of leaving the value as blank if a user inputs an amount and then deletes it. If an employee inputs an amount and then deletes it, SPF will no longer add "0.00". SPF will now return an empty string.  

 

South Carolina

Form SC W-4 filing status corrected for exempt employees 

Form Name: South Carolina Employee's Withholding Allowance Certificate
SPF Form ID: SC101

When an employee claims exempt on Form SC W-4, SPF will now correctly return the filing status the employee entered into Line 3 on the form in addition to the tax parameter (SC.filingStatus). Previously, the filing status parameter would return NOT_APPLICABLE and Line 3 would be blank for exempt employees.