Tax Withholding Card Regional Tax Info

The Regional section of the Tax Withholding Card provides multiple sections that include fields applicable to various states and territories. They are necessary for accurate tax withholding calculation.

State or territory

Section of the card

Field

How you use it

All

State Tax Information

Exemption for Military Spouse

Identifies the employee as eligible for military spouse tax exemption.

This field is for informational purposes only. As the employer, you're responsible for applying the tax exemptions. For further info, see Wage Accumulation below.

All

State Tax Additional Information

Nonresident

Indicates if the employee is a nonresident of that state or territory.

Note: Some states store this field in the State Tax Information section.

All

State Tax Additional Information

Voluntary Income Tax Withholding

Identifies if tax withholding for the state or territory is voluntary.

This field is informational only.

All

State Tax Additional Information

Resident Wage Accumulation

For use in determining courtesy withholding rules.

For further info, see Oracle Cloud Human Capital Management for the United States: Courtesy Tax Implementation (2138998.1) on My Oracle Support.

All

State Tax Additional Information

Exemption Amount

Claims an amount exempt from tax for that state or territory.

Note: Some states store this field in the State Tax Information section.

AR, AZ, NJ

State Tax Additional Information

Optional Calculation Method

Designates which table to use for the calculation of the state tax.

For further info, see the Vertex Payroll Tax Calculation Guide for the United States.

PR

State Tax Additional Information

Secondary Allowance

Claims secondary allowances for Puerto Rico.

Use the HDL to update these values for multiple employees.