How to Enter Indiana Employee Tax Information
Background
When you add a new employee who lives or works in Indiana, you’ll need to enter their state withholding information based on their Indiana WH-4 (Employee’s Withholding Exemption and County Status Certificate).
Download the official Indiana WH-4 (State Form 48845)
The WH-4 tells how much state and county tax should be withheld from the employee’s pay. Employees should give you a new form if their filing status or exemptions change. If their exemptions decrease, Indiana requires a new WH-4 within 10 days.
Have the employee’s completed Indiana WH-4 handy. You’ll use the numbers from that form to fill in the State Withholding section in Patriot.
- Go to Payroll › Employee › Employee List › (select the employee) › Taxes
- Find the State Withholding section.
- Click Edit.
- Patriot field: Additional County Withholding
- Enter the optional dollar amount on IN WH-4 Line 10, Additional County Withholding, if the employee wants extra county tax withheld.
- Use a whole-dollar amount or 0.
- Patriot field: Personal Exemptions
- Use the number on IN WH-4 Line 5, Add lines 1, 2, 3, and 4. Enter the total here
- Represents the total sum of personal exemptions the employee claims for themselves.
- Non-resident aliens can claim one total exemption and skip the other lines
- Patriot field: Dependent Exemptions
- Use the number on IN WH-4 Line 6, Dependent Exemptions
- Patriot field: First-Time Claimed Additional Dependent Exemptions
- Use the number on IN WH-4 Line 7, First-Time Claimed Additional Dependent Exemptions
- These are dependent children claimed for the first time this year.
- Applies only in the first year a new dependent child qualifies.
- Patriot field: Adoption Exemptions
- Use the number on IN WH-4 Line 8, Adoption Exemptions
- Patriot field: Exemption from Withholding
- Mark this only if the employee is legally exempt from Indiana withholding.
- They must meet strict state criteria — for example, no Indiana tax liability last year and none expected this year.
- Most employees are not exempt.
- Patriot field: State Additional Withholding
- Use the number on IN WH-4 Line 9, State Additional Withholding
- Use a whole-dollar amount or 0 if left blank.
- Patriot field: Non-Resident Certificate (conditionally shown)
- Applies only to residents of reciprocal states Kentucky, Michigan, Ohio, Pennsylvania, or Wisconsin who work in Indiana).
- If the employee qualifies under reciprocity, they would instead file Indiana Form WH-47 and check this field accordingly.
- Click Save.
Indiana doesn’t require employers to send WH-4 forms to the state unless specifically requested, but you should keep the signed copy for your records.
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