How to Configure Tax Withholding Cards for Third-Party Tax Filing

To include employee payroll info in your tax filing reports, you must set the appropriate person info on their Tax Withholding cards.

Associations section

Section	Field name	What it does
Associations	Primary Work Address	The extract derives the work location's county and ZIP Code from this field. For each state context processed for an employee, the county and ZIP Code from the last primary work address in that state is passed. This is required for: Indiana West Virginia However, the extract passes the work location county and ZIP Code for all states.
	Statutory Employee	Identifies an independent contractor as an employee by statute.

Section

Field name

What it does

Associations

Primary Work Address

The extract derives the work location's county and ZIP Code from this field. For each state context processed for an employee, the county and ZIP Code from the last primary work address in that state is passed.

This is required for:

Indiana
West Virginia

However, the extract passes the work location county and ZIP Code for all states.

Statutory Employee

Identifies an independent contractor as an employee by statute.

Withholding Details section

Calculation component	Section	Field name
Federal	Withholding Status	Filing Status
Federal		Allowances Note: Form W-4 no longer uses this value. However, the extract continues to pass this data until the employee updates their W-4.
Regional		Allowances Note: For states that follow the federal W-4, the form no longer uses this value. However, the extract continues to pass this data until the employee updates their W-4.
Regional	Withholding Exemption	State Unemployment
Regional	Withholding Exemption	State Disability Insurance
Regional: Washington	State Tax Info	Long Term Care Insurance Note: For the extract to include a WALTC tax code record, one or more of these conditions must be true. This field is set to Yes. Washington Long Term Care quarter-to-date or year-to-date balances are non-zero. Washington SUI employer taxable balance is greater than $0.
Regional: Pennsylvania PSD	Residency Certificate	Resident PSD Code Note: Identifies the resident political subdivision (PSD) code for Pennsylvania Act 32 jurisdictions.