State or Local Income Tax Worksheet
The State/Local Income Tax Worksheet provides most of the information that you need to fill out your state’s quarterly income tax form. The state and local form corresponds to the Internal Revenue Service Form 941, Employer’s Quarterly Federal Tax Return.
The worksheet contains both states and localities. The name of the form on which you submit this information varies from state to state.
The worksheet displays more than one listing for employees who had income tax withheld for more than one state or locality. When you complete your state’s quarterly tax return, be sure to fill in only those gross wages and withholding amounts that apply to a given state or locality.
How To Use this Worksheet
Enter the information from the worksheet in the appropriate space on your state form:
Worksheet | State Form |
---|---|
Employee’s name and Social Security number | Employee’s name and Social Security number |
Gross pay per quarter (for each employee) | Gross wages paid this quarter |
Total gross pay for this quarter | Total gross wages reported or paid |
401(k) and 125/Cafeteria withholdings | 401(k) and 125/Cafeteria withheld |
Tax withholdings | State or local tax withheld |
Multiple Companies
If you use multiple companies, this report may contain employee data for one or more companies that are associated with the employee.
- Related Topics:
- State or Local Income Tax Worksheet Groups Tab
Use the Groups tab to organize and group data on the report. - State or Local Income Tax Worksheet Options Tab
The Options tab gives you additional control over the data displayed on the State or Local Income Tax Worksheet report. - State or Local Income Tax Worksheet Layout Tab
Use the Layout tab of an individual report to choose document formatting properties, fonts, default field formats and other overall properties for reports. You can specify defaults for many of the fields via My Preferences. - Columns for the State or Local Income Tax Worksheet
The State/Local Income Tax Worksheet contains a standard set of columns. You cannot select columns for this report. The header area of the worksheet displays the Form W-2 year and quarter for which you generated the report.