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Payroll Tax Withholding
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This page contains information regarding federal, state and local tax withholding as well as a link to fill out the Federal |
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W4 form. If an employee moves to a new state or plans to work in another state for more than a month, the employee bears full responsibility to notify Reliant of a move or change in tax withholding location within 2 weeks of the move. If the employee does not report their address change within 2 weeks, causing an incorrect tax location to be used with payroll, the employee will be personally responsible to correct and file their reported wages and taxes to the proper states/local areas on their annual tax filing and pay all associated taxes, penalties, and fees for the corrections. See State Tax Form below for more information. |
Federal Taxes
The Federal W4 form determines the amount of federal tax withholding an employee has withheld from their paychecks. The W-4 form takes into account things like:
- Filing status (Married, Single, Head of Household, filing single vs. jointly etc.)
- Multiple jobs or spouse works
- Dependents - the W4 form deducts a credit from your total tax witholding per child/dependant (if you want more taxes withheld now, you may want to NOT take this credit on your W4 form)
- Other adjustments (Additional sources of income, itemized vs. standard deduction, tax credits)
Please remember to open your PAYSTUB emailed to you each month and review the amount being withheld for your taxes so that you can make adjustments to your chosen W4 options as needed. To adjust the monthly withholding amount, employees will submit a new W4 form, linked below. There is also an option to request a one-time tax adjustment (see details below), which may be the case when receiving a bonus where the additional income could cause the tax withholding percentage on your paycheck to be higher than normal.
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Commissioned/Ordained Ministers please review Paying SECA Taxes and request adjustments to federal taxes withheld as needed. (See option 4 in the green tip box below.) |
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To claim exemption from federal tax withholding due to Foreign Earned Income Exclusion . or other qualified reasons, the W-4 instructions say write “Exempt” in the space below Step 4(c). Then, complete Steps 1a, 1b, 1c, and 5. Do not complete any other steps. |
Federal W4 Form
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Step 1: Enter Personal Information
Section (a) - please fill in the appropriate information requested for each box. Be sure to double check your data entry for accuracy.
Section (b)
Section (c)
Steps 2, 3, and 4 below are optional but may be helpful depending on your tax situation. Select only items that apply to you to help our system better estimate your federal tax withholding amount. SEE THE GREEN TIP BOX ABOVE FOR MORE HELPFUL TIPS! If the below additional options do not apply, proceed to Step 5: Signature Step 2: Multiple Jobs or Spouse Works
Step 3: Claim Dependents:
Step 4: Other Adjustments
Requesting EXEMPTION from Federal Tax Withholding
Step 5: Sign Here
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If an employee has a change in marital status (don't forget to also complete the Newly Married Checklist!) or just wants to change the options chosen on the W4 to adjust the amount of monthly Federal Tax withheld, the employee needs to complete a new Form W4. A new W4 can be submitted at any time; however, the W4 needs to be received by the last If an employee wants to change the number of Federal allowances elected, the amount of Federal Tax withheld, or has a change in marital status, the employee must complete and send a new Federal W-4 Form to Employment Services at payroll@reliant.org. These requests must be received by the 16th day of any given month in order to affect the following month's paycheck.
Use the button below to submit a new W4 form.
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State Tax Form
If you live in a state with income taxes to withhold, Reliant will send you a state W4 to complete. Reliant will usually default to using the home address of the employee as the working address for state and local income tax withholding. However, in the case of those in a fixed term residency/internship, it is assumed that the employee will spend most of their time working at the church/ministry partner location (rather than working from home), so the city and state of that church/ministry partner will be used for tax withholding purposes.
If an employee moves to a new state or plans to work in another state for more than a month, the employee bears full responsibility to notify Reliant of a move or change in tax withholding location within 2 weeks of the move. If the employee does not report their address change within 2 weeks, causing an incorrect tax location to be used with payroll, the employee will be personally responsible to correct and file their reported wages and taxes to the proper states/local areas on their annual tax filing and pay all associated taxes, penalties, and fees for the corrections.
The employee must complete a new State Withholding Allowance Certificate if the new state requires such a certificate. To notify Reliant of a move or change in tax working location, please complete the Contact Info Change Form - US. or Contact Info Change Form - International and the payroll team will reach out with any required state or local forms based on your new address.
If you are not moving but need to update your state tax form to adjust marital status, etc. please email payroll@reliant.org with your request and payroll will email you a link to a new state tax form.
Some states also have local taxes for municipalities and school districts as well as other types of state taxes such as transit taxes, paid leave, or unemployment taxes. Reliant only withholds local taxes when the local jurisdiction or state requires employers to withhold. Local taxes that are optional for the employer to withhold will not be withheld by Reliant and are the responsibility of the employee to report and file on their own behalf.
One-Time Tax Adjustments
In the case that an employee wants to make a one-time Federal tax change to a certain paycheck (without making a permanent change to their federal withholdings), the employee may send an email to to payroll@reliant.org before 16th day of by the last day of any given month in order to affect the following month's paycheck. The email should be from the employee's @reliant@reliant.org email account and must clearly state how much money the employee would employee would like withheld for the for the specific pay date. This one-time time adjustment option can be helpful to use when an employee is receiving a bonus that will increase their tax threshold for the month.
For example, an employee could send an email stating "From my XX/XX/XXXX (Month/Day/Year) paycheck, please withhold $X (specify the dollar amount) in Federal taxes".
W-2
If you need a copy of your W-2 from any previous year of employment, please send an email request to payroll@reliant.org using your reliant.org email address. Please allow 3-5 business days for requests to be processed.
*State and local taxes are based on a percentage of the employee wages, so the amounts are typically not adjusted.
End of Year W-2s and Tax Documents
- W-2's are sent according to IRS deadlines each year. They are delivered by mail and online through a third-party platform. See W2 Access for more details.
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State Withholding Allowance Certificate
If an employee moves to a new state, or plans to work in another state more than three consecutive months, the employee must complete a State Withholding Allowance Certificate if the new state requires such a certificate. These certificates may be obtained from Employment Services by emailing payroll@reliant.org. Employees bear full responsibility to complete the certificate and send it to payroll@reliant.org by the 16th day of the first month in which the employee is working in the new state.
Local Taxes
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