New York State Tax

Note: Residents of the State of New York do not have to withhold New York cities local tax. Only residents of New York City are required to withhold local New York City taxes.

Employers in the State of New York should have employees fill out the form IT_2104 Employee Withholding Allowance Certificate. Employees can select from one of two marital status options.

Marital statuses

Status

Description

1-Single

Single/Head of Household

2-Married

Married

3-Head of House

Single/Head of Household

4-Married/Separate

Single/Head of Household

5-Married/Joint

Single/Head of Household

To set up payroll calculations on an employee for New York State Tax:

  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 New York State Income Tax row, enter the corresponding marital status number.
  5. In the Std Allow column, in the cell of the New York State Income Tax row, enter the number of exemptions/allowances claimed.
  6. Click File > Save.

Note: Residents of the State of New York do not have to withhold New York City local tax. Only residents of New York City are required to withhold local NYC taxes.