[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-302595-105":53,"doc-detail-302595-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","tax-guide-adding-a-new-filing-status","Tax Guide - Adding a New Filing Status","","Tax Guide explains how to manage employee tax withholding settings in an HR Admin system by adding a new filing status and updating the corresponding withholding forms. It walks through selecting the employee, choosing FITW and State Tax Withholding codes, entering the new filing status, and saving highlighted changes. It also covers automatic start-date handling, historical status tracking, and key options such as Additional Amount, Override Tax Calc, and marking employees as exempt for federal or state withholding.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/tax-guide-adding-a-new-filing-status/302595/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/tax-guide-adding-a-new-filing-status/302595.png","ImageObject",442,249,{"name":88,"@type":89},"Putri","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-25","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"How do you add a new filing status for an employee?","Question",{"text":108,"@type":109},"Select the employee under Manage Employees > Employee Center, open the Tax tab, choose the Tax Code you want to add, then select the Filing Status box on the employee’s tax form (W4 or state withholding form) and enter the new status. Save after the boxes are highlighted green.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What happens to the old filing status when a new one is saved?",{"text":113,"@type":109},"A start date for the next check date is applied automatically. The system ends the old filing status so it becomes a historical record, similar to how rate changes are tracked.",{"name":115,"@type":106,"acceptedAnswer":116},"What options are available for overrides and exemptions?",{"text":117,"@type":109},"You can enter an Additional Amount to withhold extra per payroll. Override Tax Calc, when checked, makes the system withhold the amount or percentage you input instead of calculating. Federal exemption is set via the Exempt box, and state exemption can be set by inputting 99 in the exemptions box.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},302595,1790299400,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},962085571259,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","CHECKWRITERS  \nTAX GUIDE  \nAdding in a new Filing Status  \nSelect the employee you would like to edit under Manage Employees > Employee Center in the HR Admin module. Navigate to their Tax tab. You will see all taxes currently assigned to the employee here.  \nWhile there may be numerous individual lines (each line would reflect a different tax such as income tax, FICA, unemployment, etc), you will typically only ever need to edit two taxes*:  \n1. FITW – this is for Federal Income Tax Withholding.  \n2. State Tax Withholding – the code for this will be your state abbreviation.  \na. *Depending on your state, you may have additional local taxes that you would edit, or no state income tax to edit at all. If your state does not have income tax, the status will default to ‘N/A’.  \nTo add in a new filing status, select ‘Add New’ in the top right.  \nThis will bring up the edit screen. In the Tax Code box, select the tax you would like to add ina new filing status for. Once this is pulled in, select the box the employee indicated a change for on their tax form (W4 or state withholding form) and input the new status. For example, if an employee was changing from Single to Married for their withholding status, you would select the Filing Status box and change it to M.  \nOnce all the boxes you wish to change are highlighted green, you can hit Save to update the employee’s withholding.  \nYou will notice that a start date of your next check date automatically gets applied here. After this is added, it will automatically end the old filing status so that will be in a historical status, similar to how rate changes function. This will enable you to review an employee’s past filing statuses.  \nThings to Note  \nIf an employee is requesting an additional amount to be withheld each payroll, you will need to fill in the ‘Additional Amount’ box with the extra amount they indicated.  \nWhile you can delete tax codes from an employees’ profile, it is strongly recommended that you consult with your Client Support Specialist prior to doing so. If an employee is changing state taxes, please consult with your Client Support Specialist on adding/removing taxes and how it will impact payroll.  \nYou will see an option for Override Tax Calc. If you check this off, then any amount or percentage you input will be withheld instead of having the system calculate the taxes for you.  \nYou can mark an employee as exempt for Federal by checking off the Exempt box next to the Tax Code. For your State tax, you can mark an employee as exempt by inputting 99 in the exemptions box.","cbCaisIaw8MnRfuJ","https://ap.wps.com/l/cbCaisIaw8MnRfuJ","pdf",337914,"English","# Adding a New Filing Status\n## Edit employee tax settings\n## Save changes and start date behavior\n# Things to Note\n## Additional amount and client support guidance\n## Override Tax Calc and exemptions","[{\"question\":\"How do you add a new filing status for an employee?\",\"answer\":\"Select the employee under Manage Employees \\u003e Employee Center, open the Tax tab, choose the Tax Code you want to add, then select the Filing Status box on the employee’s tax form (W4 or state withholding form) and enter the new status. Save after the boxes are highlighted green.\"},{\"question\":\"What happens to the old filing status when a new one is saved?\",\"answer\":\"A start date for the next check date is applied automatically. The system ends the old filing status so it becomes a historical record, similar to how rate changes are tracked.\"},{\"question\":\"What options are available for overrides and exemptions?\",\"answer\":\"You can enter an Additional Amount to withhold extra per payroll. Override Tax Calc, when checked, makes the system withhold the amount or percentage you input instead of calculating. Federal exemption is set via the Exempt box, and state exemption can be set by inputting 99 in the exemptions box.\"}]","Tax Guide - Adding a New Filing Status | PDF",1789794388]