Updating or Adding Indiana State Tax Settings

APS Staff

Created Apr 17, 2024

Updating or Adding Indiana State Tax Settings

46
    a

My Team > Employee Information > Employee Information Profile

20 Steps

You can add and update state tax settings for individual employees from their personal employee information profile. Begin by navigating to the profile for the employee you need to update.

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.

Payroll Tab
2

Tax Information

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

Tax Information
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.

State Tax Settings
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.

State Tax Jurisdiction
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.

Edit Existing State Tax Settings
6

Number of Allowances

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

Number of Allowances
7

Additional County Withholding

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

Additional County Withholding
8

Adoption Exemptions

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

Adoption Exemptions
9

Dependent Exemptions

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

Dependent Exemptions
10

Dependent Exemptions First Claim

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

Dependent Exemptions First Claim
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.

Principal Employment
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)

Principal Residence
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.

If an Employee has a New Principal Residence
14

New County Effective Date

New County Effective Date
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.

Save and Update
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.

Complete
17

Additional State Withholding

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

Additional State Withholding
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.

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

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).

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.
20

When done, select SAVE.

When done, select SAVE.
Well done!
Create how-to guides like this in a snap. Get Tango now.