I have a new payroll implementation in which the client would like to allow their employees to have different filing status for federal vs state, I.e. federal married, state single. They would like to know how others have handled this. any suggestions??
Thank you
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Another Idea is using Employee Maintenance>Deductions tab to take out an additional amt by giving negative annualized credit amt or lower the normal calculations by entering a credit amt. Or you could exempt part of the wages by entering an additional exemption amt. Or you could adjust up or down the number of personal/other exemptions.
thank you for the suggestion, that would work, hopefully will be far to much maintenance :)
I am not aware of a very straight forward way to do this. However, I can think of one way if you are willing to live with the maintenance implications. You could set up a second state withholding deduction that always uses the single payroll table. For that employee that wants federal to be married and state to be single, you would mark them exempt from the standard state deduction. The overhead of this approach is that all new employees will have to be marked as exempt from is second state deduction. When the calculate process is run on a new employee, if that employee does not already have this other state deduction set up, the system will add it so you would have to then go back and mark the employee exempt and recalculate. Of course, if you add the second state deduction to the employee and mark the employee as exempt before you calculate, you will be fine. So, this approach means additional work with each new employee setup even if they want both the federal and state withholding using the same marital status. As I said, not a very appealing approach but it would work.
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