March 14th 2024, Release Notes: PeopleMatter| State Withholding Form Updates for IN and GA.

Summary

Select the release feature from the table below to be taken directly to that section of the release note.

Release date for all features: March 14th, 2024

State Withholding

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - No
• Roles affected: - Everyone in selective states.

What's Changing?

Updated State Withholding forms for Indiana and Georgia.

Reason for the Change

Providing an up to date form for customers residing in the applicable areas. 

Customers Affected

All Customers

New Terms/Acronyms 

Indiana

This state form's pdf was updated to the most recent form. There are two new withholdings fields.

• Line 7. You are entitled to claim an additional exemption for each qualifying dependent claimed for the first time.  
• Line 8. You are entitled to claim one additional exception for each adopted qualifying dependent. 

Georgia

This state form's pdf was updated to the most recent form. The following changes were made to the workflow:

• Worksheet for Calculating Additional Allowances
  • Now includes a section 1 for
    • Age,
    • Indicate if Blind and
    • Calculate instructions for allowance 
  • Section 2
    • Line B - Updated options
    • Line E - Verbiage updated
• Form Line 3 - Verbiage updated 
• Form Line 7 - Statuses reduced 
• Form Line 8 - Verbiage updated

These values have been updated to ensure that employees have the correct withholding amounts when completing their state forms.