---
title: "Entering State Tax Withholding Information (New Hire)"
slug: "entering-state-tax-withholding-information-new-hire"
updated: 2024-02-27T06:57:33Z
published: 2024-02-27T06:57:33Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.infinite.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Entering State Tax Withholding Information (New Hire)

Abstract

The Onboard application enables new hires to enter their state/local tax withholding information.

Regarding state tax withholding forms:

- Onboard supports state forms for both U.S. and Canada.
- Not every state uses a state tax withholding form. For example, Florida and Alaska have no state withholding.
- Some states use Form W-4 as their state withholding form. For example, Pennsylvania uses Form W-4 as its state withholding form.
- Some states use their own version of Form W-4 (and can have multiple forms). For example, New Jersey uses NJ-W4 as its state tax withholding form.
- Depending on how Onboard is set up, a new hire's state of residence (state where the hire lives) or state of employment (state where the hire works) triggers the state tax withholding forms the hire must complete/sign/submit.

The various state tax withholding tasks show up in Onboard on the My Tasks page. Note: These tasks do not display until the new hire completes the Onboarding US W4 task.

For example, the following My Tasks page shows various Pennsylvania tax withholding forms.

![my_tasks_state.jpg](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/001f96ea-4c79-4e0b-a5a6-8d0d399e7b48.jpg)

When there are multiple tax withholding forms, the hire can:

- Complete the tasks in any order.
- Complete only the ones that are relevant to the hire, and skip the others (by using an Opt-Out button). For example, there could be a disability or military form that does not apply to the hire. With the Opt-Out button, the task status is marked as Opted Out, and cannot be reopened.

Opt-Out Button:

![Opt-Out button](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/30b561a1-953c-406d-a8b7-2a8cdad9db72.jpg)

When the hire selects a state/local tax task, it displays on its own page. The following is a Pennsylvania local tax withholding form:

![state_pa.jpg](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/2783b072-ca82-4524-a199-c36152929484.jpg)

When all information is entered, and the tax form PDF is created, the new hire electronically signs the PDF (by selecting a check box that applies an eSignature), and submits it.

![w_4_step_5_bottom.jpg](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/dbffe515-902e-4b5f-ada0-d12440625734.jpg)
