Costpoint Online Help

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Contents of the State Withholding Screen

Use the fields and options to configure the State Withholding Screen.

Home Withholding State

Use the Home Withholding State window to review or change your current home state withholding information.

State Withholding Information

Note: The system displays a message if the system finds no current records.
Field Description
Home Address

This non-editable row displays your home address (or mailing address if home and mailing addresses are the same).

Note: The system displays a message if there is no address on file.
Withholding State

The system will look in the Configure State tax Settings screen in Costpoint to find out whether the Allow employees to make State Withholding changes in ESS check box is selected. If it is, the Withholding State field will contains a list from which you can select the state that applies.  (If the check box is not selected, a non-editable field will display.)

If you change the state, the system will repopulate the screen based on the state selected.  

Note: If the selected state is a non-withholding state, the system will display a Non-Withholding State message in the Withholding State row.

If you work in multiple states for your employer, the state abbreviation will be removed.

Filing Status

When determining your withholding allowances, consider your personal situation. Use this lookup to select your personal status. If you change the Filing Status, the screen will refresh so that the exemptions/dependents/credits options that were set up on the Configure State tax Settings screen will be reflected for the chosen filing status.

Note: The system displays an error message if the system has the employee recorded as “Exempt” from paying taxes.
Total Allowances

If it applies to your selected state, enter the total number of allowances that you want to claim. The value entered cannot be less than zero or greater than the maximum number of allowances for the state. The more allowances you claim on the State Withholding form, the less income tax your employer will withhold.

Note: The system displays an error message if the total number of allowances you enter is greater than the maximum number of Total Allowances allowed.
Total Dependents

If it applies to the selected state, enter the total number of dependents that you wish to claim. The value entered cannot be less than zero or greater than the maximum number of dependents allowed for the state.  

Note: The system displays an error message if the total number of dependents entered is greater than the maximum number of Total Allowances allowed.
Total Credits

If it applies to the selected state, enter the total number of credits that you wish to claim. The value entered cannot be less than zero or greater than the maximum number of credits allowed for each state.

Note: The system displays an error message if the total number of credits entered is greater than the maximum number of Total Credits allowed.
Additional Withholding

If it applies to the selected state, you can enter an additional withholding amount here. Enter a specific dollar amount that you want your employer to withhold, in addition to the tax withheld based on your filing status and number of allowances. If you enter an amount, the system will display a confirmation message asking you to confirm the amount that you just entered.

Note: If you enter an amount less than 0, the system displays an error message. If the amount that you enter is greater than 0, the system will display a confirmation message.
Additional Exemptions Use the following fields to enter the number of additional exemptions that are applicable to you. These fields are enabled if the Enable Age/Blind Exemption check box is selected on the Manage State Taxes screen for the withholding state.
  • Total Age 65 or Over Exemptions: Enter the number of age 65 or over exemptions.
  • Total Blindness Exemptions: Enter the number of blindness exemptions.
Additional Information

Select the Web site hyperlink to view information relating to state withholding.

Note: If the Withholding State has no URL associated with it, the Additional Information will be blank.

Subtasks

Subtask Description
Other Withholding Click this link to view, add, edit, or delete tax withholding information for states other than your home state.
Instructions Click this link to view special instructions regarding this screen.