State Withholding

The State Withholding form shown above is used to calculate personal state income tax withholding, in computing the amount of taxes to be withheld from your wages by your employer, and in accurately reflecting your state tax-withholding obligation.

When do I use the State Withholding screen?

By completing this form, you can adjust the amount of tax withheld to meet your tax liability.  You should complete the State Withholding form when you claim a different marital (filing) status, a different number of regular allowances, or a different additional dollar amount to be withheld for state personal income tax withholding.  

Current State Withholding Information table

If no current records exist, the system 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 field displays your home address (or mailing address if your home and mailing addresses are the same).

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

Withholding State

The system will look in ESS Company Settings in Costpoint to find out whether the Allow Withholding State Changes checkbox is selected.  If it is, the Withholding State field will contain a drop-down menu from which you can select the state that applies.  (If the checkbox is not selected, a non-editable field will display.)

If you make a new selection in the Withholding State field, the screen will refresh and repopulate based on the state selected.  

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

Additional State Information

If a website is available, this field will display the word "Website."  This is a hyperlink.  Select it to see state withholding information.

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

Filing Status

Use the Filing Status drop-down box to select the personal status that applies to you. Changing your selection in the Filing Status field will refresh the page so that the exemptions/dependents/credits options set up in Costpoint's ESS State Tax Settings screen will be reflected for your chosen filing status.

If you are recorded as "Exempt" from paying taxes, the system will display the following error message in this field: "You are currently exempt from state taxes.  In order to change your status, please see your Payroll Administrator."

Total Allowances

Enter the total number of allowances that you wish to claim.  You cannot enter a value less than "0" or greater than the maximum number of allowances for each 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 entered is greater than the maximum number of total allowances allowed, the system will display the following error dialog: "Please contact your Payroll Administrator if you wish to claim more than <maximum number allowed> allowance(s)."

Total Dependents

Enter the total number of dependents that you wish to claim.  You cannot enter a value less than "0" or greater than the maximum number of dependents allowed for each state.  

If the total number of dependents entered is greater than the maximum number of total dependents allowed, the system will display the following error dialog: "Please contact your Payroll Administrator if you wish to claim more than <maximum number allowed> dependent(s)."

Total Credits

Enter the total number of credits that you wish to claim. You cannot enter a value 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 dialog: "Please contact your Payroll Administrator if you wish to claim more than <maximum number allowed> credit(s)."

Additional Withholding

Enter any additional withholding amount here.  Enter the specific dollar amount that you authorize the 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 message asking you to confirm the amount that you just entered.

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