Costpoint Online Help

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Multi-State Taxes Subtask

Use this subtask to enter state withholding data for employees who work in multiple states during a single pay period.

The availability of this subtask is contingent upon the pay cycle that is associated with the employee. If the Enable Multi-State Tax Withholding check box is selected on the Manage Pay Periods screen and the pay cycle is associated with the employee record, this subtask is enabled.

The functionality associated with multi-state taxes is intended to allow the proper calculation of withholdings for employees who work in various states in one pay period. W/H State fields display on the Manage Employee Project Timesheet Defaults, Manage Employee Proj-Acct-Grp Timesheet Defaults, Manage Labor-Group Proj-Acct-Group Timesheet Defaults, and Manage Project Timesheet Defaults screens.

Each line of a timesheet can have a different withholding state.

If the employee has a withholding state in the timesheet and no corresponding record on the Manage Employee Taxes screen, the Compute Payroll process uses the default withholding rate for that state.

This subtask allows you to add up to five more withholding states.

Table Window

Field Description
W/H State

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

State Filing Status

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.

No of Exemptions

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.

No of Blindness Exemptions

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.

No of Age 65 Exemptions and Over State Exemptions

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.

No of State Dependents

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.

No of State Credits

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.

State Override Amount

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.

State Override Percent

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.

State Additional Amount

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.

Colorado Standard Deduction Source Specify whether the employee wants to use the state standard deduction amounts or the amount from the employee's Colorado DR 0004. Valid options are:
  • 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.
Annual Withholding Allowance Enter the annual withholding allowance amount. This field is only visible and enabled if you select the Use Amount from the Colorado DR 0004 option.
Exempt from Nebraska Minimum Withholding Rule

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.

Veteran Exemption

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

Special Deduction

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