September 19, 2022 Interim Form Updates

Table of Contents

• SPF 2022-R7
• SPF 2022-R8
• SPF 2022-R8b
• SPF 2022-R9

SPF 2022-R7

Form Corrections and Updates

California

Form DE 4 Worksheet A line numbers added 

[SPF-3434]  
Form Name: Employee's Withholding Allowance Certificate
SPF Form ID: CA101

For consistency and clarity, line numbers have been added to Form DE 4, Worksheet A. These are returned in the user interface (both in Guided Mode and Choose Mode) and in SPF API.

Colorado 

Colorado module updated to include additional withholding disclaimers

[SPF-3431]  
Form Name: Colorado Employee Withholding Certificate
SPF Form ID: CO103

The Colorado guided mode module has been updated to include additional withholding disclaimers in the first Colorado resident survey question "Are you exempt from withholding as a military spouse?". The updated response options (disclaimers in red for emphasis) are below. 

• I am not a resident of Colorado and meet the conditions set forth under the Military Spouses Residency Relief Act (P.L. 111-97) and will have no Colorado income tax liability.
• I am NOT exempt from 2022 withholding and want to complete the optional Colorado Employee Withholding Certificate for state withholding.If additional state withholding is desired, please select this option.
• I am not exempt and wish to use the same federal values for my CO withholding. Federal additional withholding amounts will not be applied to Colorado state withholding.

Form W-4 (CO101) removed from schema

[SPF-3379]  
Form Name: Employee's Withholding Certificate 
SPF Form ID: CO101

Colorado Form W-4 (CO101) was removed from SPF. Therefore, Types-schema.xsd no longer includes the following: <xs:enumeration value="CO101"/>

As a reminder, the Colorado Form W-4 (CO101) was removed from Guided Mode in the 2022-R1a release and from Choose Mode in the 2022-R1b release effective 1 January 2022. Employees can complete the optional Form DR 0004 (introduced in the 2021-R12b release) to make any changes to the default Colorado withholding calculation, which is derived from the federal Form W-4 (W4101).

Maryland 

Form MW 507 updated 

[SPF-3432]  
Form Name: Employee's Maryland Withholding Exemption Certificate
SPF Form ID: MD101

Revised May 2022, the Maryland Form MW 507 has been updated:

• Revision date was updated from 12/20 to 05/22.
• The minimum and maximum dollar threshold in Line 1 c of the worksheet have been updated:
  • Minimum was updated from $1,550 to $1,600.
  • Maximum was updated from $2,300 to $2,400. 

Pennsylvania

Form CLGS-32-6 updated 

[SPF-3459]  
Form Name: Local Earned Income Tax Residency Certification Form
SPF Form ID: PA114

Pennsylvania residents working out of the state are no longer required to enter a work municipality for Form CLGS-32-6 ("Local Earned Income Tax Residency Certification Form").

https://www.publicpartnerships.com/media/rtxdysay/residency-certification-form-clgs-32-6-instructions.pdf

SPF Catalog Updates

Maryland Form MW 507 (MD101) 2022 version added

[SPF-3432]

Form version 2022.05.0 has been added with an effective date of 2022-05-01. 

Maryland Form MW 507 (MD101) 2021 version deprecated

[SPF-3432]

Form version 2021.1.0 has been deprecated.

SPF 2022-R8

Form Corrections and Updates

Federal

Form 673 note text order corrected 

[SPF-3477]  
Form Name: Statement For Claiming Exemption From Withholding on Foreign Earned Income Eligible for the Exclusion(s) Provided by Section 911
SPF Form ID: W6101

We've corrected the placement of the Bona Fide Resident Test note text to align to the Federal Form.

Please note the order of the questions did not change, only the supporting note text and suggested placement.

Form W-4 multiple job worksheet corrected 

[SPF-3505]  
Form Name: Employee's Withholding Certificate
SPF Form ID: W4101

The Form W-4 will no longer ignore the result of the multiple jobs worksheet when the employee hasn't completed Step 4 of the W-4.

California

Form DE 4 parameter regular expression updated 

[SPF-3476]  
Form Name: Employee's Withholding Allowance Certificate and Certificado de Retenciones del Empleado
SPF Form ID: CA101 and CA101SP

The regular expression validation for the employerAdditionalInfoRequired tax parameter has been updated to the following:

{
    "id": "employerAdditionalInfoRequired",
    "valueType": "regex",
    "regexOptions": "^(MISSING_STATE_EIN_OR_PAYROLL_TAX_ACC_NUMBER|NOT_APPLICABLE)$",
    "description": "MISSING_STATE_EIN_OR_PAYROLL_TAX_ACC_NUMBER - State EIN was
    not provided or California Employer Payroll Tax Account Number was provided
    but must be added manually, NOT_APPLICABLE - No additional information is
    required"
    }

This change was made to indicate that employers cannot enter their Employer Payroll Tax Account Number if they do not have a State EIN after receiving Form DE 4 from SPF. SPF does not support the Employer Payroll Tax Account Number within the application so employers will need to update the form with their Payroll Tax Account Number after receiving it from SPF.

Oregon

Form Metro/MultCo OPT  

[SPF-3488]  
Form Name: Employee OPT IN/OUT Form Metro Supportive Housing Services Tax (SHS) Multnomah County Preschool for All Tax (PFA) and Metro Vivienda De Apoyo – Impuestos Personales(SHS) Multnomah County Preescolar Para Todos – Impuestos Personales(PFA)
SPF Form ID: OR102 and OR102SP

For the combined Metro/MultCo OPT form (in English or Spanish): the form flow within the wizard has been updated so that an employee can opt out of one tax while opting in to the other.

Previously, SPF would only allow you to either:

• opt in to one or both taxes, or
• opt out of one or both taxes

This behavior was confirmed as valid with the City of Portland.

SPF 2022-R8b

Form Corrections and Updates

Oregon

PFA and SHS tax parameters now returned  

[SPF-3530]  
Form Names:
    Employee OPT IN/OUT Form Metro Supportive Housing Services Tax (SHS) Multnomah County Preschool for All Tax (PFA)
    Metro Vivienda De Apoyo – Impuestos Personales(SHS) Multnomah County Preescolar Para Todos – Impuestos Personales(PFA)

SPF Form ID: OR102 and OR102SP

For the combined Metro/MultCo OPT form (in English or Spanish): the OR.shsAmount and OR.pfaAmount tax parameters will now be correctly returned. Previously, SPF did not return the employee's inputted value and was instead returning 0.00

SPF 2022-R9

Form Corrections and Updates

New York

Form IT-2104 PDF corrected

[SPF-3541]  
Form Title: Employee's Withholding Allowance Certificate
SPF Form ID: NY101

We've corrected the PDF rendering of Form IT-2104 so the full form title and form text is displayed.

Miscellaneous

PDF magnification standardized across SPF  

[SPF-3542]  

The internal PDF settings for all forms within SPF have been standardized. The page layout, magnification, and initial page resize window settings on the forms listed below have been updated to align to the default behavior.

This change allows clients to set their desired initial magnification for PDFs returned from SPF. Please note there were no changes to form functionality.