Marital Status (Federal): Enter the withholding status of the applicant for federal reporting purposes. This is a required field. A list view is available for ease of code selection. To access the list view, click the pull down arrow.
Marital Status (State): Enter the withholding status of the applicant for state reporting purposes. This is a required field. A list view is available for ease of code selection. To access the list view, click the pull down arrow.
No. Allowances (Federal): Enter the number of allowances (exemptions) to be claimed for federal withholding purposes. This is a required field.
No. Allowances (State): Enter the number of allowances (exemptions) to be claimed for state withholding purposes. This is a required field.
Add. Withholding (Federal): Enter the amount of additional withholding to deduct for Federal tax purposes. This field is optional.
Add. Withholding (State): Enter the amount of additional withholding to deduct for state tax purposes. This field is optional.
WH Exempt (Federal): This is a checkbox field. Only check if the applicant is exempt from Federal withholding. This field is optional.
WH Exempt (State): This is a checkbox field. Only check if the applicant is exempt from state withholding. This field is optional.
Tax Percent (Federal): Enter the amount of withholding tax percentage to be withheld for Federal. Only enter if the Federal Marital Status is set to P-Percent. This field is optional.
Tax Percent (State): Enter the amount of withholding tax percentage to be withheld for state. Only enter if the State Marital Status is set to P-Percent. This field is optional.
Itemized Exempts: Enter the number of itemized exemptions the applicant has. Fill out only if applies. This field is optional.