Current US Federal and State Tax Exemptions

Activate User's Guide
Version
2025.1
Current US Federal and State Tax Exemptions

Use the Current US Federal and State Tax Exemptions wizard to upload employee federal and state tax exemption information into Dayforce.

Note: The information that employees provided on their W-4 forms drives the data for this wizard. It dictates how the taxes are withheld for each employee.

Note: If this wizard doesn’t show under Load Your Data, check in Dayforce to make sure that you have a pay group and the corresponding (generated) pay calendar for the country you are attempting to load data for.

Note: Activate uses HR Version 2.0 (NextGen) when loading data during configuration.

Before you begin

Employees being included in the Current US Federal and State Tax Exemptions template must exist in Dayforce. The employees must also meet the minimum requirements. For example, they must have a hire date, work assignment, and employment status data.

Note: You can use the following wizards to load employee data: Getting Started, Employees, or Clean Up Data for Parallel or Go Live.

Using this wizard

Use the Current US Federal and State Tax Exemptions template to upload employee information. The employee data then shows in an editable grid, along with the tax exemption-related fields that need to be populated. You can enter updates directly in the grid or you can download the Tax Info Data USA template, populate it, and then upload the new data. When you edit the data in the grid, Activate shows any applicable validation warnings or errors. If warnings or errors show, you must review them and update the data in the grid or upload a corrected template to correct.

Always enter required changes in the template to ensure that future uploads are accurate. If you make edits directly in the grid, click Save and download the updated file for record keeping purposes.

Tasks

To complete and upload the Tax Info Data (USA) template:
  1. In Activate Central, click Load Your Data. The Load Your Data wizards are shown.
  2. Click Current US Federal and State Tax Exemptions.
  3. On the US Tax Data page, click Download.

    Note: You can also download an empty Current US Federal and State Tax Exemptions template from the Download Template Files page.

  4. Select the location where you want to save the template document.
  5. Open the TaxInfoDataTemplateUSA.xlsx template on your computer.
  6. On the TaxInfoDataUSA tab, complete all columns with the data for all employees in the organization.

    Note: The Activate release version shows in cell B3 on the Instructions tab of the template. This information helps you later determine the version of Activate you were using when you downloaded the template.

    Note: Instructions for populating the fields are in the Tax Info Data USA Template Fields section (below) and on the Instructions tab of the template.

  7. Click Save and close the template.

    You can use any file name for the template you upload. The file must be an Excel or CSV (Comma-Separated Value) document and contain the data in the required format.

    Important: Don’t change the name of the tab in the template. Activate uses the tab name to validate that the correct template is being uploaded. In addition, don’t change the column headings.

  8. On the US Tax Data page, click Upload.
  9. Go to your completed TaxInfoDataUSA template in the location where you saved it.
  10. Click Open. The Current US Federal and State Tax Exemptions wizard validates the data.

    Note: If the uploaded file has errors, a Validation Failed message shows in red at the bottom of the page. You must correct the errors in the file on your computer and upload the file again.

    Note: When you upload an Excel file, Activate includes the name of the uploaded file into the name of the XML file it generates and loads to the Dayforce File Server. The format of the generated XML file name is <NamespaceName>_<Import Type>_<file name provided>_YYY-MM-DD_HHMM. This information makes it easier to audit files later.

  11. Click Next.
To review and confirm the data:
  1. Review the information shown in the grid.
  2. To make updates to data on the page:

    • To insert a new row in the grid, click the row where you want to insert it and click New.

    • To delete a row, click the row and click Delete.

    • To download the error message list and save it to your computer, click Download Errors File.
    • To correct errors in the grid, click in the field containing the error. Click Tab to move to the right and Shift+Tab to move to the left in the row. Use the scrollbars on the right side and bottom of the grid to go to other areas of the grid.

    • To save information in the grid to your computer, click Download File and save it to the location you want.

    • To upload the file from your computer, locate the file and click Upload File. The data in the file shows in the grid.

    • To remove changes that you don’t want to save, click Refresh.

  3. When the data is complete, click Done & Install. When you leave the page, the selected values stay in the grid.
To install US tax information:

When the US tax information is complete in Activate, you must install the information in Dayforce.

  1. After making any necessary corrections, on the US Tax Review page, click Load.

    The Load page opens with a list of the steps to complete and an estimate of how long the installation usually takes. During the installation, the current step in the process is bolded so you can monitor the progress.

  2. Click one of the following:
    • Add Email and enter your email address to receive an email when the installation process ends, instead of waiting for it to finish.
    • Next w hen the installation is complete.

    Activate Central opens with the name of the Wizard now shown in green text and a green checkmark to the left of the wizard’s name. The current day, date, and time of completion are included, along with your name as the user who completed the Wizard. The environment in which the installation was applied (Stage, Config, or Train) is also shown.

    Note: If you want to add more information, click I want to add more. See Executing a Rollback When Using the “Add More“ Feature in the Payroll Wizards.

Results

Fields populated in Dayforce

The data uploaded from the Tax Info Data (USA) template populates the fields on the following pages in Dayforce.

Note: You must select an employee if you haven’t already done so.

Dayforce fields populated by the Tax Info Data (USA) template
Field in Template Field in Dayforce Page in Dayforce
Employee Identifier Employee Reference / Number Employee (People icon)
First Name First Name
Last Name Last Name
Federal Record Start Date* Effective From

 
Federal Filing Status* Filing Status Tax Definitions, Federal Tax Information section
(People icon > Payroll > Tax Definitions,
Federal Tax Information section)
Federal Number of Exemptions Exemptions
(for 2019 or prior years)

Note: Applies only to records before 1/1/2020,

Tax Definitions, Federal Tax Information section
(People icon > Payroll > Tax Definitions,
Federal Tax Information section)
Federal Additional Claim Amount Additional Amount
(for 2019 or prior years)

Note: Renamed to Extra Withholding on records
on/after 1/1/2020.

Tax Definitions, Federal Tax Information section
(People icon > Payroll > Tax Definitions,
Federal Tax Information section)
Is Federal Exemption Exempt Tax Only, Update Wages Tax Definitions, Federal Tax Information section
(People icon > Payroll > Tax Definitions,
Federal Tax Information section)
State State Tax Definitions, State Tax Information section
(People icon > Payroll > Tax Definitions,
State Tax Information section)
State Record Start Date Effective From
State Filing Status State Filing Status
State Number of Exemptions/Allowances Exemptions
State Personal Exemptions/Allowances Personal Exemptions
State Additional Claim Amount Additional Amount
Is State Exemption Exempt Tax Only, Update Wages
Alternate Calculation Code Alternate Calculation Code
Two Jobs 2 - Two Jobs Tax Definitions, Federal Tax Information section
(People icon > Payroll > Tax Definitions,
Federal Tax Information section)
Dependent Tax Credit 3 - Dependent Tax Credit
Other Income 4a - Other Income
Deductions 4b - Deductions
File generated by the current US Federal and State Tax Exemptions wizard

After completing the Current US Federal and State Tax Exemptions wizard, a single import file is automatically generated and placed on the customer's FTP site.

HR Import

  • FTP Subdirectory: Import/HRImport
  • Filename: <Namespace>-HRImport-<DateTime>.xml
For an example illustrating how translates the template data to XML, click here.
Copy 
<?xml version="1.0" encoding="utf-8"?>
<EmployeeImport>
    <Employee>
        <XRefCode>1007</XRefCode>
        <EmployeeNumber>1007</EmployeeNumber>
        <FirstName>Andrea</FirstName>
        <LastName>Monan</LastName>
        <USTax>
            <USFederal>
                <EffectiveStart>2015-01-01</EffectiveStart>
                <FederalFilingStatusCode>M</FederalFilingStatusCode>
                <NumberOfAllowances>2</NumberOfAllowances>
                <AdditionalTaxAmount>10.23000</AdditionalTaxAmount>
                <IsTaxExempt>false</IsTaxExempt>
            </USFederal>
            <USState>
                <EffectiveStart>2009-01-01</EffectiveStart>
                <StateFilingStatusCode>MCA</StateFilingStatusCode>
                <NumberOfAllowances>2</NumberOfAllowances>
                <PersonalAllowances>2</PersonalAllowances>
                <AdditionalTaxAmount>10.23000</AdditionalTaxAmount>
                <IsTaxExempt>false</IsTaxExempt>
                <AlternateCalculationCode>1</AlternateCalculationCode>
                <StateCode>ND</StateCode>
            </USState>
        </USTax>
    </Employee>
</EmployeeImport>

Next steps

Complete the next wizard, as appropriate.

Tax Info Data USA template fields

All templates have the same basic structure:

  • Instructions tab: Helps you understand the purpose of the data and complete the fields in the template.
  • Data tab: Contains headers for the data to be included in the template. The headers remain the same, but you can change the column order. If you add more columns, Activate ignores them.

All number ranges in the templates include the numbers at both ends of the range.

To see a list of the fields in the template, click here.
Employee Identifier (Required)
Order Data Type Description Examples Why This Is Needed
1 Alphanumeric. Unique value between 1-9 characters. It allows our system to identify employees uniquely. Use the same number assigned to the employee in the Getting Started HR data loads. 3241245
000000006
abc123499

For this import, the Employee Identifier, First Name, and Last Name help users identify employees when completing the template.

This required field is used to validate that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce.

First Name (Required)
Order Data Type Description Examples Why This Is Needed
2 String1 between 1-64 characters.

Legal first name of the employee.

The value provided must match exactly to an existing employee record in Dayforce.

 Joe

For this import, the Employee Identifier, First Name, and Last Name help users identify employees when completing the template.

This required field is used to validate that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce.

1 Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Last Name (Required)
Order Data Type Description Examples Why This Is Needed
3 String1 between 1-64 characters.

Legal first name of the employee.

The value provided must match exactly to an existing employee record in Dayforce.

Smith

For this import, the Employee Identifier, First Name, and Last Name help users identify employees when completing the template.

This required field is used to validate that the data being loaded is assigned to the correct employee record. The values provided must match exactly to an existing employee record in Dayforce.

1 Special characters accepted within the string include: alphanumeric, space, period, apostrophe, dash, number symbol #, comma, underscore, forward slash /, parentheses (), &

Federal Record Start Date* (Required)
Order Data Type Description Examples Why This Is Needed
4 Date. Excel right-justified date format or Excel text format yyyy-mm-dd. Start date for the federal tax record.

Date formatted cells:

09/24/2015
24/09/2015

Text formatted cells:

2015-09-24

 This date will be used to identify when this federal tax rate begins and validates that the correct W-4 values are being used.
2 Accepted values for Work Location
Accepted Values State Name Country Name
AK Alaska No State Withholding
AL Alabama Single
AL Alabama Married
AL

Alabama

Married, Self Separate
AL Alabama Head of Household
AR Arkansas Single
AR Arkansas Married
AR Arkansas Head of Household

AZ

 Arizona No State Filing Status
CA California Single

CA

 California Married

CA

 California Head of Household
CO Colorado Single
CO Colorado Married
CO Colorado Head of Household
CT Connecticut Single
CT Connecticut Married, Self Separate
CT Connecticut Married, Two Working
CT Connecticut Married, One Working
CT Connecticut Head of Household
DC DistrictOfColumbia Single
DC DistrictOfColumbia Married, Self Separate
DC DistrictOfColumbia

Head of Household
DC DistrictOfColumbia Married
DE Delaware Single
DE Delaware Married
DE Delaware Married, Withhold at Single Rate
FL Florida No State Withholding
GA Georgia Single
GA Georgia Married, Self Separate
GA Georgia Married, Two Working
GA Georgia Married, One Working
GA Georgia Head of Household
HI Hawaii Single
HI Hawaii Married
HI Hawaii Married, Withhold at Single Rate
IA Iowa Single
IA Iowa Married
ID Idaho Single
ID Idaho Married
ID Idaho Married, Withhold at Single Rate
IL Illinois No State Filing Status
IN Indiana No State Filing Status
KS Kansas Single
KS Kansas Married, One Working
KS Kansas Head of Household
KY Kentucky Single
KY Kentucky Married
LA Louisiana Single
LA Louisiana Married
LA Louisiana Married, Self Separate
MA Massachusetts Single
MA Massachusetts Married
MA Massachusetts Head of Household
MD Maryland Single
MD Maryland Married
MD Maryland Married, Withhold at Single Rate
ME Maine Single
ME Maine Married
ME Maine Married, Withhold at Single Rate
MI Michigan No State Filing Status
MN Minnesota Single
MN Minnesota Married
MN Minnesota Married, Withhold at Single Rate
MO Missouri Single
MO Missouri Married
MO Missouri Head of Household
MS Mississippi

Single

MS

 Mississippi Married, Two Working

MS

 Mississippi Married, One Working
MS Mississippi Head of Household
MT Montana Single
MT Montana Married
MT Montana Married, Withhold at Single Rate
NC NorthCarolina Single
NC NorthCarolina Married
NC NorthCarolina Head of Household
ND NorthDakota Single
ND NorthDakota Married
ND NorthDakota Married, Withhold at Single Rate
NE Nebraska Single
NE Nebraska Married
NE Nebraska Married, Withhold at Single Rate
NH NewHampshire No State Withholding
NJ NewJersey Single
NJ NewJersey Married
NJ NewJersey Married, Self Separate
NJ NewJersey Head of Household
NJ NewJersey Widow/Widower
NJ NewJersey Civil Union, Withhold at Single Rate
NM New Mexico Single
NM New Mexico Married
NM New Mexico Head of Household
NV Nevada No State Withholding
NY NewYork Single
NY NewYork Married
NY NewYork Married, Withhold at Single Rate
OH Ohio No State Withholding
OK Oklahoma Single
OK Oklahoma Married
OK Oklahoma Married, Withhold at Single Rate
OR Oregon Single
OR Oregon Married
OR Oregon Married, Withhold at Single Rate
PA Pennsylvania No State Filing Status
PR PuertoRico Single
PR PuertoRico Married
PR PuertoRico Married, Joint Claiming Self
PR PuertoRico Married, Separate Claiming All
RI RhodeIsland No State Filing Status
SC SouthCarolina Single
SC SouthCarolina Married
SC SouthCarolina Married, Withhold at Single Rate
SD SouthDakota No State Withholding
TN Tennessee No State Withholding
TX Texas No State Withholding
UT Utah Single
UT Utah Married
UT Utah Married, Withhold at Single Rate
VA Virginia No State Withholding
VT Vermont Single
VT Vermont Married
VT Vermont Married, Withhold at Single Rate
VT Vermont Civil Union, Withhold at Single Rate
WA Washington No State Withholding
WI Wisconsin Single
WI Wisconsin

Married

WI Wisconsin Married, Withhold at Single Rate
WV WestVirginia Single
WV WestVirginia Married
WY Wyoming No State Withholding
AS American Samoa

 
FM Federated States of Micronesia

 
GU Guam

 
MH Marshall Islands

 
MP

Northern Mariana Islands

 
PW Palau

 
VI Virgin Islands

 
Federal Filing Status* (Required)
Order Data Type Description Examples Why This Is Needed
5

Accepted Values:

Single
Married
Married, Withhold at Single Rate Head of Household

Type of tax return that the employee will file with the IRS.

For W-4 form before 2020, valid codes are: Single/ Married/ Married, Withhold at Single Rate For W-4 form >= 2020, valid codes are: Single/ Married/ Head of Household

Employees who have furnished Form W-4 in any year before 2020 aren’t required to furnish a new form merely because of the redesign. Employers will continue to compute withholding based on the information from the employee's most recently furnished Form W-4.

 Head of Household
Single 		This determines the federal tax table used to calculate the federal tax deduction.
2 Accepted values for Work Location
Accepted Values State Name Country Name
AK Alaska No State Withholding
AL Alabama Single
AL Alabama Married
AL

Alabama

Married, Self Separate
AL Alabama Head of Household
AR Arkansas Single
AR Arkansas Married
AR Arkansas Head of Household

AZ

 Arizona No State Filing Status
CA California Single

CA

 California Married

CA

 California Head of Household
CO Colorado Single
CO Colorado Married
CO Colorado Head of Household
CT Connecticut Single
CT Connecticut Married, Self Separate
CT Connecticut Married, Two Working
CT Connecticut Married, One Working
CT Connecticut Head of Household
DC DistrictOfColumbia Single
DC DistrictOfColumbia Married, Self Separate
DC DistrictOfColumbia

Head of Household
DC DistrictOfColumbia Married
DE Delaware Single
DE Delaware Married
DE Delaware Married, Withhold at Single Rate
FL Florida No State Withholding
GA Georgia Single
GA Georgia Married, Self Separate
GA Georgia Married, Two Working
GA Georgia Married, One Working
GA Georgia Head of Household
HI Hawaii Single
HI Hawaii Married
HI Hawaii Married, Withhold at Single Rate
IA Iowa Single
IA Iowa Married
ID Idaho Single
ID Idaho Married
ID Idaho Married, Withhold at Single Rate
IL Illinois No State Filing Status
IN Indiana No State Filing Status
KS Kansas Single
KS Kansas Married, One Working
KS Kansas Head of Household
KY Kentucky Single
KY Kentucky Married
LA Louisiana Single
LA Louisiana Married
LA Louisiana Married, Self Separate
MA Massachusetts Single
MA Massachusetts Married
MA Massachusetts Head of Household
MD Maryland Single
MD Maryland Married
MD Maryland Married, Withhold at Single Rate
ME Maine Single
ME Maine Married
ME Maine Married, Withhold at Single Rate
MI Michigan No State Filing Status
MN Minnesota Single
MN Minnesota Married
MN Minnesota Married, Withhold at Single Rate
MO Missouri Single
MO Missouri Married
MO Missouri Head of Household
MS Mississippi

Single

MS

 Mississippi Married, Two Working

MS

 Mississippi Married, One Working
MS Mississippi Head of Household
MT Montana Single
MT Montana Married
MT Montana Married, Withhold at Single Rate
NC NorthCarolina Single
NC NorthCarolina Married
NC NorthCarolina Head of Household
ND NorthDakota Single
ND NorthDakota Married
ND NorthDakota Married, Withhold at Single Rate
NE Nebraska Single
NE Nebraska Married
NE Nebraska Married, Withhold at Single Rate
NH NewHampshire No State Withholding
NJ NewJersey Single
NJ NewJersey Married
NJ NewJersey Married, Self Separate
NJ NewJersey Head of Household
NJ NewJersey Widow/Widower
NJ NewJersey Civil Union, Withhold at Single Rate
NM New Mexico Single
NM New Mexico Married
NM New Mexico Head of Household
NV Nevada No State Withholding
NY NewYork Single
NY NewYork Married
NY NewYork Married, Withhold at Single Rate
OH Ohio No State Withholding
OK Oklahoma Single
OK Oklahoma Married
OK Oklahoma Married, Withhold at Single Rate
OR Oregon Single
OR Oregon Married
OR Oregon Married, Withhold at Single Rate
PA Pennsylvania No State Filing Status
PR PuertoRico Single
PR PuertoRico Married
PR PuertoRico Married, Joint Claiming Self
PR PuertoRico Married, Separate Claiming All
RI RhodeIsland No State Filing Status
SC SouthCarolina Single
SC SouthCarolina Married
SC SouthCarolina Married, Withhold at Single Rate
SD SouthDakota No State Withholding
TN Tennessee No State Withholding
TX Texas No State Withholding
UT Utah Single
UT Utah Married
UT Utah Married, Withhold at Single Rate
VA Virginia No State Withholding
VT Vermont Single
VT Vermont Married
VT Vermont Married, Withhold at Single Rate
VT Vermont Civil Union, Withhold at Single Rate
WA Washington No State Withholding
WI Wisconsin Single
WI Wisconsin

Married

WI Wisconsin Married, Withhold at Single Rate
WV WestVirginia Single
WV WestVirginia Married
WY Wyoming No State Withholding
AS American Samoa

 
FM Federated States of Micronesia

 
GU Guam

 
MH Marshall Islands

 
MP

Northern Mariana Islands

 
PW Palau

 
VI Virgin Islands

 
Federal Number of Exemptions
Order Data Type Description Examples Why This Is Needed
6 Numeric. Accepted Values are between 0 - 9999.

Total number of exemptions the employee is claiming.

This field should be left blank for W-4 forms after 2020.

3
5		 This information determines the calculation of the federal tax deduction.
Federal Additional Claim Amount
Order Data Type Description Examples Why This Is Needed
7 Numeric. Less than 9999999999.99. Additional amount the employee is claiming. This is a dollar amount. 205.00
150 		This information determines the calculation of the federal tax deduction.
Is Federal Exemption
Order Data Type Description Examples Why This Is Needed
8

Accepted Values:

YES NO

 Identify if the employee isn’t subject to federal taxes. YES
NO		 This flag prevents federal taxes from being calculated for the employee. This exempts the tax but will update taxable wages.
State
Order Data Type Description Examples Why This Is Needed
9

Accepted Values:

2-letter state

The state where the employee will file their state taxes.

Don’t populate if the State has no filing status or state withholding.

MA
CA
NJ		 To identify the state where the employee will file their state taxes.
State Record Start Date
Order Data Type Description Examples Why This Is Needed
10 Date. Excel right-justified date format or Excel text format yyyy-mm-dd.

Effective start date for the state tax record. For states with no W4 requirements, you can enter the federal record start date.

Don’t populate if the State has no filing status or state withholding.

Date formatted cells:

09/24/2015
24/09/2015

Text formatted cells:

2015-09-24

This date is used to identify when this state tax rate begins.
State Filing Status
Order Data Type Description Examples Why This Is Needed
11

Accepted Values:

Single
Married
Married, Self Separate
Married, Two Working
Married, One Working
Head of Household Married with Multiple Employers Widow/Widower Married, Not Living with Spouse
Married, Joint Claiming All
Married, Joint Claiming Self
Married, Separate Claiming All
Married, Joint Claiming None
Married, Living With Spouse
Married, Withhold at Single Rate Civil Union
Civil Union, Withhold at Single Rate
Certified Disabled Person
Nonresident Military Spouse
Filing Statuses By State2

State Filing Status is required when State value is populated.

See below for Valid Filing Status values by State.

Don’t populate if the State has no filing status or state withholding.

 Single
Married		 This information determines the state tax table used to calculate the state tax deduction.
2 Accepted values for Work Location
Accepted Values State Name Country Name
AK Alaska No State Withholding
AL Alabama Single
AL Alabama Married
AL

Alabama

Married, Self Separate
AL Alabama Head of Household
AR Arkansas Single
AR Arkansas Married
AR Arkansas Head of Household

AZ

 Arizona No State Filing Status
CA California Single

CA

 California Married

CA

 California Head of Household
CO Colorado Single
CO Colorado Married
CO Colorado Head of Household
CT Connecticut Single
CT Connecticut Married, Self Separate
CT Connecticut Married, Two Working
CT Connecticut Married, One Working
CT Connecticut Head of Household
DC DistrictOfColumbia Single
DC DistrictOfColumbia Married, Self Separate
DC DistrictOfColumbia

Head of Household
DC DistrictOfColumbia Married
DE Delaware Single
DE Delaware Married
DE Delaware Married, Withhold at Single Rate
FL Florida No State Withholding
GA Georgia Single
GA Georgia Married, Self Separate
GA Georgia Married, Two Working
GA Georgia Married, One Working
GA Georgia Head of Household
HI Hawaii Single
HI Hawaii Married
HI Hawaii Married, Withhold at Single Rate
IA Iowa Single
IA Iowa Married
ID Idaho Single
ID Idaho Married
ID Idaho Married, Withhold at Single Rate
IL Illinois No State Filing Status
IN Indiana No State Filing Status
KS Kansas Single
KS Kansas Married, One Working
KS Kansas Head of Household
KY Kentucky Single
KY Kentucky Married
LA Louisiana Single
LA Louisiana Married
LA Louisiana Married, Self Separate
MA Massachusetts Single
MA Massachusetts Married
MA Massachusetts Head of Household
MD Maryland Single
MD Maryland Married
MD Maryland Married, Withhold at Single Rate
ME Maine Single
ME Maine Married
ME Maine Married, Withhold at Single Rate
MI Michigan No State Filing Status
MN Minnesota Single
MN Minnesota Married
MN Minnesota Married, Withhold at Single Rate
MO Missouri Single
MO Missouri Married
MO Missouri Head of Household
MS Mississippi

Single

MS

 Mississippi Married, Two Working

MS

 Mississippi Married, One Working
MS Mississippi Head of Household
MT Montana Single
MT Montana Married
MT Montana Married, Withhold at Single Rate
NC NorthCarolina Single
NC NorthCarolina Married
NC NorthCarolina Head of Household
ND NorthDakota Single
ND NorthDakota Married
ND NorthDakota Married, Withhold at Single Rate
NE Nebraska Single
NE Nebraska Married
NE Nebraska Married, Withhold at Single Rate
NH NewHampshire No State Withholding
NJ NewJersey Single
NJ NewJersey Married
NJ NewJersey Married, Self Separate
NJ NewJersey Head of Household
NJ NewJersey Widow/Widower
NJ NewJersey Civil Union, Withhold at Single Rate
NM New Mexico Single
NM New Mexico Married
NM New Mexico Head of Household
NV Nevada No State Withholding
NY NewYork Single
NY NewYork Married
NY NewYork Married, Withhold at Single Rate
OH Ohio No State Withholding
OK Oklahoma Single
OK Oklahoma Married
OK Oklahoma Married, Withhold at Single Rate
OR Oregon Single
OR Oregon Married
OR Oregon Married, Withhold at Single Rate
PA Pennsylvania No State Filing Status
PR PuertoRico Single
PR PuertoRico Married
PR PuertoRico Married, Joint Claiming Self
PR PuertoRico Married, Separate Claiming All
RI RhodeIsland No State Filing Status
SC SouthCarolina Single
SC SouthCarolina Married
SC SouthCarolina Married, Withhold at Single Rate
SD SouthDakota No State Withholding
TN Tennessee No State Withholding
TX Texas No State Withholding
UT Utah Single
UT Utah Married
UT Utah Married, Withhold at Single Rate
VA Virginia No State Withholding
VT Vermont Single
VT Vermont Married
VT Vermont Married, Withhold at Single Rate
VT Vermont Civil Union, Withhold at Single Rate
WA Washington No State Withholding
WI Wisconsin Single
WI Wisconsin

Married

WI Wisconsin Married, Withhold at Single Rate
WV WestVirginia Single
WV WestVirginia Married
WY Wyoming No State Withholding
AS American Samoa

 
FM Federated States of Micronesia

 
GU Guam

 
MH Marshall Islands

 
MP

Northern Mariana Islands

 
PW Palau

 
VI Virgin Islands

 
State Number of Exemptions/Allowances
Order Data Type Description Examples Why This Is Needed
12

Numeric.

Accepted Values are between 0 - 32768.

Total number of exemptions/allowances the employee is claiming.

Don’t populate if the State has no filing status or state withholding.

 3
5 		This information determines the calculation of the state tax deduction.
State Personal Exemptions/Allowances
Order Data Type Description Examples Why This Is Needed
13

Numeric.

Accepted Values are between 0 - 32768.

Total number of personal exemptions/allowances the employee is claiming.

Don’t populate if the State has no filing status or state withholding.

 5
1		 This information determines the calculation of the state tax deduction.
State Additional Claim Amount
Order Data Type Description Examples Why This Is Needed
14 Numeric. Less than 9999999999.99.

Additional amount the employee is claiming. This is a dollar amount.

Don’t populate if the State has no filing status or state withholding.

300
35		 This information determines the calculation of the state tax deduction.
Is State Exemption
Order Data Type Description Examples Why This Is Needed
15

Accepted Values:

YES
NO

Identify if the employee isn’t subject to state taxes. Don’t populate if the State has no filing status or state withholding. YES
NO		 This flag prevents state taxes from being calculated for the employee. This exempts the tax but updates taxable wages.
Alternate Calculation Code
Order Data Type Description Examples Why This Is Needed
16 Alphanumeric between 1-70 characters. Reference code for alternate calculation 01
02
16		 This information determines the supplemental alternate calculation method for some states (AR, AZ, CA, CT, KY, MA, MD, MI, NC, ND, NE, NJ, NY, OR, RI, WV, and WY).
Two Jobs
Order Data Type Description Examples Why This Is Needed
17

Accepted Values:

YES
NO

Indicates if the employee has two jobs.

For W-4 >= 2020, provide.
For W-4 prior to 2020, don’t use.

 YES
NO 		This determines whether an employee has two jobs.
Dependent Tax Credit
Order Data Type Description Examples Why This Is Needed
18 Numeric. Less than 9999999999.99.

Federal Dependent tax credit amount. This is a dollar amount.

For W-4 >= 2020, provide.
For W-4 prior to 2020, don’t use.

 500
750.50 		This information determines the federal tax for dependent to calculate the federal tax deduction.
Other Income
Order Data Type Description Examples Why This Is Needed
19 Numeric. Less than 9999999999.99.

Other income amount. It is a dollar amount.

For W-4 >= 2020, provide.
For W-4 prior to 2020, don’t use.

500
750.50		 This determines the additional taxable amount for the employee.
Deductions
Order Data Type Description Examples Why This Is Needed
20 Numeric. Less than 9999999999.99.

Additional deduction amount. It is a dollar amount.

For W-4 >= 2020, provide.
For W-4 before 2020, don’t use.

 500
750.50 		This information determines the additional deductible amount for the employee.