Home Withholding State

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

Current State Withholding Information

If the system finds no current records, it will display the following message in the State Withholding table:  "You have no current State Withholding information on record or no State Withholding information is available for your state."

Home Address

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

If there is no address on file, the system will display a message in the Home Address row: "Your address is missing or incomplete.  Please update your address."

Withholding State

The system will look in the ESS Company Settings screen in Costpoint to find out whether the Allow employees to make State Withholding changes in ESS checkbox is selected. If it is, the Withholding State field will contain a drop-down box from which you can select the state that applies.  (If the checkbox 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.  

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

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

Additional State Information

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

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

Filing Status

When determining your withholding allowances, your personal situation must be considered.  Use this drop-down box 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 in Costpoint's ESS State Taxes screen will be reflected for the chosen filing status.

If the system has the employee recorded as “Exempt” from paying taxes, the system will display an error message: "You are currently exempt from state taxes.  In order to change your status, please see your Payroll Administrator."

Total Allowance

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.

If the total number of allowances you enter is greater than the maximum number of Total Allowances allowed, the system will display the following error message: "Please contact your Payroll Administrator if you wish to claim more than <maximum number 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.  

If the total number of dependents entered is greater than the maximum number of Total Allowances allowed, the system will display the following error message: "Please contact your Payroll Administrator if you wish to claim more than <maximum number 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.  

If the total number of credits entered is greater than the maximum number of Total Credits allowed, the system will display the following error message: "Please contact your Payroll Administrator if you wish to claim more than <maximum number 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.

If you enter an amount less than 0, the system will display an error message: "The Additional Withholding cannot be a negative number.  Please enter another value." If the amount that you enter is greater than 0, the system will display a confirmation message: "You have elected an Additional Withholding amount of <Additional Withholding amount allowed>."