See below for special instructions/information for AL, AZ, CA, GA, IL, IN, LA, MD, ND, NE, NY, OH, OR, and WA.
Wondering what state tax calculation to use?
Alabama
•The State Allowance field should EXCLUDE the employee and spouse.
•Medlin Payroll Software does not directly support the '0' status.
•AL allows a category of '0' in addition to Married, Single, etc. when the employee does not want to claim their personal exemption.
•To increase the AL withholding amount, use the Additional SWH field.
Arizona
•The Arizona state tax - a percentage of the taxable wages - can be set separately for each employee.
•If the employee elects to have no AZ tax withheld, mark the employee as exempt from State WH.
•If not marked as exempt, the percentage entered will be used.
•If a valid percentage is not entered for an employee, and the employee is not set as exempt from State WH, the default rate will be used.
California
•Cal Savers Setup and Reporting
Georgia
•Suggested Status settings:
•A Single
•Select the Single status
•B Married, Joint, Both Spouses Working
•Select the 2 Income Status
•C Married, Joint, One Spouse Working
•Select the Married Status
•D Married, Filing Separate
•Select the 2 Income Status
•E Head of Household
•Select the Head of Household Status
•For the Allowance field:
•Single
•0 Allowances: No Personal, Additional Allowances
•1 Allowance: Personal Allowance calculated, no Additional Allowances
•>1 Allowance: Personal Allowance and Additional Allowances are calculated
•Married
•0 Allowances: No Personal, Additional Allowances
•1 Allowance: One Personal Allowance calculated, no Additional Allowances
•2 Allowances: Two Personal Allowances (self and spouse) calculated, no Additional Allowances
•>2 Allowances: Two Personal Allowances (self and spouse) and Additional Allowances calculated
•2 Income
•0 Allowances: No Personal, Additional Allowances
•1 Allowance: One Personal Allowance calculated, no Additional Allowances
•>1 Allowance: One Personal Allowance and Additional Allowances calculated
•Head of Household
•0 Allowances: No Personal, Additional Allowances
•1 Allowance: One Personal Allowance calculated, no Additional Allowances
•>1 Allowance: One Personal Allowance and Additional Allowances calculated
Idaho
•The allowance figure is for children claimed for the Idaho Child Tax Credit.
Indiana County Withholding
•The Indiana county tax percentages can be set separately for each employee.
•On the Setup screen, select 'IN LWH' as one of the Paycheck Deduction Types.
•On the Employee screen, enter each employee's percentage.
•If the employee wants no IN County tax withheld, mark the employee as exempt.
•If not marked as exempt, the percentage entered will be used.
•If there is no percentage entered for an employee, the rate shown on the Setup screen will be used.
To print the correct county code on the W-2 forms, enter each employee's county code.
Illinois
•The allowance setting refers to the 'Basic Personal Allowances' the employee selects on IL Form W4.
•Secure Choice Setup and Reporting
Louisiana Status and Allowances
•Married
•Formula B - Claiming 2 personal exemptions.
•Allowances indicate the number of dependency credits.
•Single, 2 Income, Head of Household
•Formula A
•If Allowances are zero, then no personal exemption or dependency credits are claimed.
•If claiming the personal exemption, enter 1 allowance for the personal exemption, and an additional allowance for each dependency credit being claimed.
Maryland Local (County) Tax
•The local (county) tax percentage is set separately for each employee.
•On the Employee screen, enter the percentage.
New York City Tax
•On the Setup screen, select 'NYC WH' as one of the deduction types.
•New York City tax is only withheld if the employee's State Tax Calculation is NY.
New York DBL
•Select 'NY DBL' as one of the Paycheck Deduction Types.
•In the limit field, enter the weekly wage maximum times 52.
•If the weekly maximum wage subject to DBL is $120, enter 6240 as the limit ($120 * 52).
•Enter the percentage.
•Make sure employees subject to NY DBL have NY as their State Tax Calculation.
Yonkers (NY) Withholding
•While we do not directly calculate Yonkers withholding, you can setup a Local deduction to enter, track, and report Yonkers Withholding.
•Select one of the 'Local' deduction types.
•Change the heading to 'Yonkers'.
•Set the Limit and Rate to zero.
•As you enter the checks, enter the appropriate amount in the Yonkers deduction box.
North Dakota
•NOTE: Starting with tax year 2020, ND WH calculations are designed for the 2020 and later W4 form. This means withholding 'allowances' are no longer part of the calculation.
Ohio School District Tax
•Up to four different OH SD taxes can be tracked
•The employee MUST have OH as their State Tax Calculation
•Use the 'Local WH' Deduction Types (Paycheck Setup)
•Traditional Tax Base calculation - Traditional OH SD is calculated on the gross pay, less retirement, less personal exemption amounts.
•The 'Heading' MUST be ONLY the four digit School District Number - examples are: 3301, 5402, and 1503
•Alternative Earned Income calculation - Alternative Earned Income OH SD is calculated on gross pay with no reduction for retirement or personal exemption amounts.
•The 'Heading' MUST be the four digit SD number, followed by the letter E - examples are: 4508E, 2035E, 1704E
•The OH SD Calculation is done on a per-paycheck basis.
•If an employee is subject to just one calculation, use the 'Set/View Exemptions' button on the Employee Screen to exempt (exclude) each employee from the OH SD taxes they do not have to pay.
Oregon and Washington
•Oregon Saves Setup and Reporting
•Both the WA L&I and the OR disability can be calculated.
•Select 'Hourly 1' items as one of the Paycheck Deduction Types on the Setup screen, and enter the employee's dollar amount per hour in the percentage field.
•The amount entered in the percentage field is treated as a dollar amount for this deduction.
•For Oregon, the Oregon Statewide Transit Tax MUST be setup with "OR STT" as the description. The "type" can be one of the Local or Misc deduction types. If you do not setup STT as described here, the amount will not be reflected in your Oregon efile data, and your efile data will be rejected.