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Tax Status Codes

This resource provides information on the tax status codes to enter in PPS.

Federal Tax Filing Status and Allowances

Marital Status:

  • S = Single (or Married but withholding at higher Single rate)
  • M = Married

Personal Allowances:

  • 000 - 996  =  Number of allowances employee is filing
  • 998  =  Exempt from withholdings
  • 999  =  Income is not subject to federal tax (tax treaty)

Note: Generally, a non-resident alien may only clain zero (0) or one (1) withholding allowance.

Additional Tax Withholding:

  • Additional dollar amount to be withheld for federal tax as designated by the employee

State Tax Filing Status and Allowances

Marital Status:

  • S = Single (or Married but with two or more incomes)
  • M = Married
  • H = Head of household

Regular or Personal Allowances:

  • 000 - 996  =  Number of allowances employee is filing
  • 998  =  Exempt from withholdings
  • 997  =  Non-resident of state, income not subject to California taxes (doesn't live or work in state of California

Additional Withholding Allowances or Itemized Deductions:

  • The number of withholding allowances for itemized deductions claimed by an individual. These allowances are calculated based on the projected itemized deductions an employee will be able to claim when filing their tax return.

Additional Tax Withholding:

  • Additional dollar amount to be withheld for federal tax as designated by the employee