Manage state and local withholding forms (for admins)

This article is for admins who need to understand how to handle state and local withholding forms.

We handle federal and state withholding forms differently. Each form type requires different steps from you.

How Gusto handles the Federal Form W-4

We automatically generate and store the most recent Federal W-4 form (elections) with each employee’s withholding elections.

How Gusto handles state and local withholding forms for income tax

For state and local forms, your new employees must manually sign them outside of Gusto. You then need to store these forms for your records.

Employees and admins can still enter or change the state and local withholding elections in their Gusto account. However, employees need to sign the physical forms, which you must then store.

Update an employee’s state or local withholding

To update an employee’s state or local withholding: