Note: For records on 5-2-2 Payroll Records that have the Payroll Type of 2—Bonus, Sage 100 Contractor calculates state income tax using the published flat-rate.
California recommends the use of California’s Form DE-4 Employee’s Withholding Allowance Certificate.
Important! The Federal Form W-4 is applicable for California withholding purposes if you wish to claim the same marital status, number of allowances, and/or the same additional dollar amount to be withheld for State and Federal purposes. However, federal tax brackets and withholding methods do not reflect state personal income tax withholding tables.
The state tax rules governing marital status in California are as follows:
|
Status |
Description |
|
1-Single |
Single/Dual Income, Married/Married with Multiple employers |
|
2-Married |
Married |
|
3-Head Of House |
Head of Household |
|
4-Married/Separate |
Single/Dual Income, Married/Married with Multiple employers |
|
5-Married/Joint |
Single/Dual Income, Married/Married with Multiple employers |
| 1 | Open 5-2-1 Employees. |
| 2 | Using the data control, select the employee. |
| 3 | Click the Calculations tab. |
| 4 | In the Marital column, in the cell of the California Income Tax row, enter the corresponding marital status number. |
| 5 | In the Std Allow column, in the cell of the California Income Tax row, enter the number of exemptions/allowances claimed. |
| 6 | On the menu bar click File, then click Save. |