Enter, or click to select, an additional withholding or taxing state.

Enter, or click to select, the state withholding filing status that determines which tax withholding tables will be used to calculate the employee’s state taxes.

See the Tax Tables descriptions in the Costpoint Payroll help for the state filing status descriptions for those other than married and single. You cannot select a status that is not included in the tax tables for the individual states or localities.

Enter the number of exemptions claimed by the employee on the state exemption form. This exemption is used in the computation of state withholding taxes.

Note that some states make a distinction between regular exemptions and additional withholding deductions. Check the Tax Tables documentation for information on which states require the additional withholding deductions.

Enter the number of blindness exemptions. This field is enabled if the Enable Age/Blind Exemption check box is selected on the Manage State Taxes screen for the withholding state.

Enter the number of age 65 or over exemptions. This field is enabled if the Enable Age/Blind Exemption check box is selected on the Manage State Taxes screen for the withholding state.

Some states give a credit based upon the number of dependents claimed. If this state allows this, enter the number of dependents the employee claims in this numeric field. However, if the withholding State is Puerto Rico (PR), enter the number of dependent exemptions claimed.

Enter the number of additional dependent exemption being claimed for the first time. This exemption is good only for the calendar year in which the WH-4 claiming the exemption is submitted. The First-time claimed dependents year field is required if the number of first-time claimed dependents is not zero.

This field will only be enabled for State of Indiana.

Enter the year of the additional dependent exemption being claimed for the first time. The first-time claimed dependent exemption will only be applied in the year specified on this field. This field is required if the number of first-time claimed dependents is not zero and is only applicable for State of Indiana.

This field will track the actual number of adopted child dependent exemptions claimed on line 8 of Form WH-4 and will be used in the calculation of Indiana's state withholding.

This field will only be enabled for State of Indiana.

Some states allow a credit (reduction in tax) based upon the number of credits claimed. If this state allows this, enter the number of credits claimed by the employee in this numeric field.

If the state allows a credit amount (reduction in the tax), enter the employee's credit amount. The field does not provide a default credit amount value since you must update this field based on the W-4 Form.

For example, Iowa allows a credit amount beginning January 1, 2024 and you will need to enter the credit amount based on the 2024 IA W-4 Form.

According to the Iowa Department of Revenue website:

"Employers who expect to receive updated W-4 forms from employees using the 2024 IA-W-4 form, but who have not yet received the updated W-4 form, may temporarily use $40 as the total allowance amount and $0 as the additional withholding amount when calculating these employees' withholding amounts.

Alternatively, for employees who have furnished Form W-4 in any year before 2024, employers may continue to compute withholding based on the information from the employee's most recently furnished Form W-4 but, if they do, must make the following modification: Multiply the number of allowances claimed on line 6 of the pre-2024 W-4 by $40 to determine the amount of allowances. For example, if an employee claims 6 total allowances on a 2023 IA W-4, when calculating the 2024 Iowa withholding the employer should use $240 (6*$40) of total allowances."

This field is enabled for Iowa only

To override the system-calculated state tax withholding amount and use a different amount for the related tax, enter the amount in this numeric field. Costpoint uses this amount for each pay period.

To override the system-calculated amount and use a percentage for the related tax, enter the percentage in this numeric field. Costpoint uses this amount each pay period.

If you want to add to the system-calculated state tax-withholding amount, enter that additional amount in this numeric field. This amount is added to the system-calculated amount each pay period.

• Use State Standard Deduction Table: Select this option to use the data from the Manage State Standard Deductions screen to determine the standard deduction amount. If you select this option, the Annual Withholding Allowance field will be hidden and the annual withholding allowance amount is set to 0.00.
• Use Amount from the Colorado DR 0004: Select this option to use the annual withholding allowance amount to determine the standard deduction amount.

Select this check box to indicate that the employee is exempt from Nebraska's minimum withholding rule. Select this check box only if the employee provides the proper documentation justifying the lower withholding amount. The check box is available only if the withholding State for this row is NE (Nebraska) and the Override Low Withholding check box is selected for Nebraska on the Manage State Taxes screen.

Select this check box if the taxable wages will be reduced by the veteran exemption amount if the withholding state is PR (Puerto Rico).

Select this check box if taxable wages will be reduced by the special deduction amount if the withholding state is PR (Puerto Rico).