Filing Status (US)

Enter the filing status for this employee.

For Federal W-4s submitted after January 1, 2020, this is the value from Step 1c of Form W-4 (2020). Only the following options are valid:

  • M = Married Filing Jointly

  • S = Single or Married Filing Separately

  • H = Head of Household

For Federal W-4s submitted prior to January 1, 2020 and state W-4s:

  • S = Single

  • M = Married Filing Separately

  • H = Head of Household

  • F = Married Filing Jointly, one spouse working

  • B = Married Filing Jointly, both spouses working (state only)

  • W = Qualified Widow(er)

  • O = No exemptions (Alabama only)

Note: It is not always necessary to define a state deduction if the filing status is the same as the employee’s federal filing status. If a state deduction has not been defined for an employee, the system automatically uses the federal filing status. If a state deduction has been defined and the filing status and exemption are left blank, a filing status of “single” with exemptions zero are assumed.

Many state routines only allow “M” or “S” as a valid filing status. Other exceptions include Connecticut, Georgia, and Puerto Rico (see the Tax and Worker's Comp Routines Tax and Worker's Comp Routines tables for details on individual requirements).

It is very important to check for any special requirements defined for the state to determine whether a separate state deduction filing status needs to be set up.

Click here to see the field definition for Australian users.

Note: If you selected the W-4 Info check box in the PR Update Options section of the HR Company Parameters form, the system automatically synchronizes the employee and resource records when additions or changes are made to this field in either HR or PR. However, in order for auto-updates to occur:
  • you must assign a valid resource number to the employee in the PR Employees form;
  • you must assign a valid employee number to the resource in the HR Resources form; and
  • you must select the Active PR Employee and Exists in PR checkboxes for the resource in the HR Resources form.
If you do not select the W-4 Info checkbox, you must update this field manually in each of the HR Resources, PR Employees, and PR Employee Dedns/Liabs forms as applicable.