Revised October 06, 2025

Government entities are continually revising their tax requirements and regulations. To keep up with these changes, and as part of its software maintenance, Access Coins provides W-2 and End of Year updates for the Payroll module. Specific instructions are provided with each update.

After you have entered the required information for states, localities and Federal tax jurisdictions in the Payroll module's Tax Code File, Coins calculates Federal, state and local taxes for you. In some cases, special requirements for a state or locality must also be established in the Employee File. Information for these jurisdictions appears below.

​Note: In all cases, the value you enter in the Number of personal exemptions field in Coins applies only to the state you enter in the Home State field.

Coins provides tax table updates for Yonkers NY, New York City NY, Detroit MI and Multnomah County OR. To set up the Tax Codes in Coins, use the abbreviations listed below. Any other variation may cause tax calculations for these localities to fail.

The number of personal exemptions in the state withholding information section of the Employee File means:

Effective 2023, the valid percentages for Arizona State Withholding are 0.5%, 1.0%, 1.5%, 2.0%, 2.5%, 3.0%, and 3.5%. Employees must complete an Arizona Form A-4 to specify the percentage they wish to have withheld. An ERP+ AZ Payroll Employee State Details record must then be created, with one of the percentages previously mentioned. If an ERP+ AZ Payroll Employee State Details record is not on file, Payroll Calculations will use 2.0% to determine the AZ withholding, as instructed on the Arizona Form A-4.

In Employee Maintenance > State Details:

Note: ERP+ clients who want the entire tax changes for Arizona must install the January 2023 service pack.

California schedules calculate the taxpayer withholding based on the following classifications:

In Coins, this is handled by combinations of marital status and state filing status codes, as listed below. If " Married Filing Joint " or " Married Filing Separately ", the number of exemptions is used to determine the standard deduction. The Personal Exemption Field should not be used for California.

The Personal Exemption field in the Employee File will be used to determine the Standard Allowance amount. If the employee enters a non-standard amount on their Colorado Employee Withholding Certificate, enter the personal exemption for the amount closest and then enter the difference in the Other Annual Deduction amount in the employee State Details record for CO. For example, the employee entered $13,500 on their certificate. You would enter a Personal Exemption of 1 and then $1,000 for the Other Annual Deduction amount.

The number of personal exemptions is used to determine the filing status for Exemptions (Connecticut Table A). The number of personal exemptions also determines the filing status for Credit Percentage (Table B).

Note: If an employee has chosen STATUS E, mark the employee as EXEMPT for State taxes in Coins.

Add the exemptions listed on Line 5 of the employee’s Indiana WH-4 form in the No. of Personal Exemptions field on the Payroll > Employee Maintenance > State Details record for Indiana.

Add the total number of dependent exemptions on Line 6, Line 7, and 2 times the number of exemptions on Line 8* of the employee’s Indiana WH-4 form in the No. of Exemptions field on the Payroll > Employee Maintenance > State Details record for Indiana.

*As of September 14, 2023, employees are allowed first-time additional dependent exemptions and adopted child dependent exemptions. Since the adopted child exemption is $3,000, twice that of the other dependent exemptions, to get the correct withholding multiply the number of adopted child exemptions from Line 8 of the WH-4 form by 2 before adding to the total number of exemptions to be entered in the Payroll > Employee Maintenance > Employee States record for Indiana.

Iowa has revised the IA W-4 form for 2024, changing line 6 from a number of allowances to a dollar amount. To accommodate this revision, depending on which form you have on file for an employee, enter the Number of Exemptions and Extra Exemption Amount in the employee’s Employee States record for Iowa as shown on the table below.

For 2024 and earlier, the number of personal exemptions in the state withholding information means:

Beginning January 1, 2025, Louisiana revised their state withholding calculations to use a flat withholding percent and a standard exemption with the option to claim no exemptions.

The number of personal exemptions is no longer used to calculate the exemption amount. For standard exemptions, ERP+ uses the employee’s Tax Filing Status. For no exemptions, enter the amount shown below in the “Other Annual Deduction amount” field on the State Details record to negate the standard deduction amount.

The State of Maryland distributes a portion of the tax it collects to the jurisdiction in which the taxpayer lives. This local tax is calculated as a percentage of the employee's gross taxable income. In the Extra exemption amount field, enter the percentage of the employee's taxable income that should be distributed to the jurisdiction in which he or she lives. For example, if the withholding figure for an employee's jurisdiction is .0287, enter 2.87 in this field.

State Filing Status for married employees in the Employee File is as follows:

When calculating Withholding Tax for Massachusetts, a $2000 offset for Social Security and Medicare Withholding is allowed. Coins will proportionally apply the $2000 to each pay period ($2000 divided by the # of pay periods). Most online Tax Calculators will apply the full amount of Social Security and Medicare Tax withheld to a single period. When troubleshooting variances, please keep this in mind.

Mississippi exemptions are entered as an extra exemption amount, coming from Amount on line 6 of Form 89-350-20-1-1-000 (Rev. 07/20).

Each employee should follow the instructions to complete form NJ-W4. This is particularly important to ensure the proper withholding of state taxes for married employees who file jointly (especially with a combined household income of $70,000 or more), employees with more than one source of wage income, surviving spouses, and heads of households.

Complete the Number of personal exem [ptions] field in the state withholding information as follows:

The state filing status for married people has a special meaning:

The Commonwealth of Puerto Rico allows a Veterans Exemption, based on Form 499 Section A, Box 3 - Has Additional Veterans Personal Exemption been elected?

Enter the Veterans Exemption Amount in the Personal Exemption field.

Virginia allows an extra exemption for each filer who is over 65 or who is considered blind for federal income tax purposes. If one or both of these exemptions apply to an employee, enter the amount State Withholding Information > Extra Exemption Amount field in the Employee File.

On March 7, 2023, West Virginia revised their state withholding calculations to use either a two-earner table or a one-earner table. There is currently no way to note if the employee works 2 or more jobs in West Virginia, so special setup is needed in some cases.

If an employee's status was Single, Head of Household, or Married Separate, the withholding would normally be calculated using the one-earner table. However, if they worked 2 jobs, they could use the two-earner table if they are set up in one of 2 ways: