Updating or Adding Indiana State Tax Settings

My Team > Employee Information > Employee Information Profile

1. 1. Payroll Tab

   The payroll tab houses all of the pertinent information for processing payroll for an employee. All of the employee's tax settings are located here.

   

2. 2. Tax Information

   Locate the tax information widget by using either the Jump-To panel, or by scrolling down to the Tax Information widget.

   

3. 3. State Tax Settings

   You will notice at the top of the widget that the Federal, State, and Local tax settings are located here. Ensure that the State tax section is selected to continue.

   

4. 4. State Tax Jurisdiction

   You can view any current state tax settings under the jurisdiction section. If the employee is missing the state jurisdiction, you will need to add the state using the +Add button, then selecting the state from a list based on your company's current tax settings. By default, the Indiana tax jurisdiction will be an option.

   

5. 5. Edit Existing State Tax Settings

   If the state is already listed under jurisdictions, you will simply need to edit the existing settings. To do so, click the 3 dots under the Actions column, then select Edit.

   

6. 6. Number of Allowances

   Enter the value from Step 5 of the IN WH-4 form.

   

7. 7. Additional County Withholding

   Enter the value from Step 10 of the IN WH-4 form.

   

8. 8. Adoption Exemptions

   Enter the value from Step 8 of the IN WH-4 form.

   

9. 9. Dependent Exemptions

   Enter the value from Step 6 of the IN WH-4 form.

   

10. 10. Dependent Exemptions First Claim

    Enter the value from Step 7 of the IN WH-4 form.

    

11. 11. Principal Employment

    For businesses that only have work locations in Indiana: the principal employment can either be left blank or filled in with the county the business is located in.

    For businesses that have work locations in other states: Leave this field blank. Other settings in the system will determine where the employee is taxed.

    

12. 12. Principal Residence

    For employee's with no change of address: The principal residence field with the effective date of 12/31/1900 should be used for their current county location.

    For employee's who live in a different county than they did as of 1/1 of the current year: You will need to add a new line with the new county as of 1/1 of the following year. (Shown in next step)

    

13. 13. If an Employee has a New Principal Residence

    After clicking +Add, a new line will appear that will allow you to enter the new county with a new effective date. The new effective date should be set to 1/1 of the following year.

    

14. 14. New County Effective Date

    

15. 15. Save and Update

    Once you have completed filling out the state tax settings widget, and there are no errors or missing fields, click the Save button located at the bottom of the popup.

    

16. 16. Complete

    Once the system has verified the tax settings meet the input criteria, the settings will save and you will receive a Completed message.

    

17. 17. Additional State Withholding

    To enter additional state tax withholding for Indiana, select the three dots under Actions, then "View Tax Jurisdiction"

    

18. 18. Under the INDIANA (SIT) tax code settings, enter any additional state withholding from box 9 of the WH-4 in the 'ADDITIONAL WITHHOLDING' box.

    

19. 19. At this time, the Indiana Unemployment Occupational Code is required but not pre-populated, so before you save any additional state withholding settings, check to see if the occupational code has been entered.

    If the occupational code is empty, simply type "000000" in the box (as shown below).

    

20. 20. When done, select SAVE.