Completing the Staff Payroll State Tax Withholding Template

Modified on Sat, Jul 25 at 2:19 PM

Instructions for completing the template:

Expected file format:

Excel File
First row MUST contain the column names as described below
All required column must appear in the file.
Columns are not case sensitive. Description is the same as DESCRIPTION.
Existing staff are located by Staff Id or SSN
Existing staff can only have ONE row in the template.
If the State is PA, then leave NJ Table, Extra Withholdings and Deductions BLANK

Details for data in the template:

Column	Sample Data	Required?	Notes
Staff Id	1000	YES	Staff Id field or SSN field is required.
SSN	123-45-6789	YES	Staff Id field or SSN field is required, Must be in the format '###-##-####'.
Last Name	Doe	No
First Name	John	No
State	NJ	YES	Options are 'NJ' or 'PA'
NJ Table	Table A	YES except PA	Options are 'Table A', 'Table B', 'Table C', 'Table D', or 'Table E'
Extra Withholdings	100.00	YES except PA	Tier must be a numerical value. If the amount is $ 0.00, the column MUST be blank.
Marital Status	Married / Joint	YES	Options are 'Single', 'Married/Civil Union Couple Joint', 'Married/Civil Union Couple Separate', ' Head of Household', or 'Qualifying Widow'
Deductions	0	YES except PA	Must be a whole number.

Attachments (1)

StateTaxWithholdingTemplate.xlsx
10.6 KB