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Payroll Tax Withholding
Federal Taxes
The Federal W4 form determines the amount of federal tax withholding an employee has withheld from their paychecks. In response to tax adjustments made by the 2017 Tax Cuts and Jobs Act, employees will no longer be able to request adjustments to their withholding using withholding allowances. Instead of using allowances, the W-4 form now takes into account things like:
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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, and 5. Do not complete any other steps. |
One-Time Federal Tax Changes
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 payroll@reliant.org before 16th day of any given month in order to affect the following month's paycheck. The email should be from the employee's @reliant.org email account and must clearly state how much money the employee would like withheld for the specific pay date.
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".
State Taxes
If an employee moves to a new state or plans to work in another state for more than three consecutive months, the employee must complete a State Withholding Allowance Certificate if the new state requires such a certificate. To notify Reliant of a move, please complete the Contact Info Change Form - US. Employment Services will reach out with any required forms based on your new address. Employees bear full responsibility to submit the certificate by the 16th day of the first month in which the employee is working in the new state.
To submit an updated state tax form if you have not moved, please email payroll@reliant.org with your request.
Local 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. If an employee lives in a locality with a required tax, the employee must notify Reliant of the local tax and submit the appropriate withholding form (if applicable) for Reliant to withhold taxes. Please do so by submitting the Contact Info Change Form - US. Employment Services will reach out with any required forms based on your new address. Employees bear full responsibility to submit the certificate by the 16th day of the first month in which the employee is working in the new locality.
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 called Aatrix.
- 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 a minimum of 3-5 business days for requests to be processed.
- 1095-B and 1095-C Forms
- 1099-SA and 5498-SA Forms - Domestic Medical Insurance
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