What happens if my state Form W-4 copies the federal W-4?

An employee can perform their own updates on on Form W-4 for both federal and state withholding. This form is an editable PDF file with the state name in the header.

The employee can find their W-4:

• Pay and Tax Withholding under Me.

• Personal Information in My Details

When the employer or employee makes a change that causes an automatic update of the Tax Withholding card, one of two things happens.

• If the change is made in a state where the state form copies the federal, it copies the filing status from federal to state withholding.

• If the employee is transfering to a state that uses a separate withholding form, the employer must provide new address information. From My Client Groups, click Payroll. Start the Calculation Cards task. Search for the person, and open their Tax Withholding card for editing. Click Regional, and from there, they can get the new address information to create state, county, and city components.