UC For Yourself
Withholding Allowance Calculator
Requirements
Final
July 17, 2002
Revised
May 23, 2003 by Maria Villanueva
Information Systems & Computing
Table of Contents
BACKGROUND ...................................................................................................................................................5
WEB APPLICATION OVERVIEW ..................................................................................................................5
MODIFICATIONS TO EXISTING APPLICATION .......................................................................................6
WEB APPLICATION DETAILS .......................................................................................................................8
PAGE TEMPLATE..............................................................................................................................................8
FUNCTIONAL PAGE DESCRIPTIONS ..........................................................................................................9
START: INTRODUCTORY PAGE / DISCLAIMER .....................................................................................9
PAGE 1: FILING STATUS .............................................................................................................................. 10
PAGE 2: DEPENDENTS AND CREDITS...................................................................................................... 11
PAGE 3: INCOME AND ADJUSTMENTS .................................................................................................... 14
PAGE 4: DEDUCTIONS .................................................................................................................................. 16
PAGE 5A1: CALCULATION RESULTS (DISPLAY ONLY FEDERAL ALLOWANCES AND
AMOUNT, RECOMMENDED VALUES ARE THE SAME AS ON RECORD) ........................................ 19
PAGE 5A2: CALCULATION RESULTS (DISPLAY ONLY FEDERAL ALLOWANCES AND
AMOUNT, RECOMMENDED VALUES ARE NOT THE SAME AS ON RECORD)............................... 20
PAGE 5B1: CALCULATION RESULTS (RECOMMENDED FEDERAL AND CALIFORNIA
VALUES ARE THE SAME AS ON RECORD) .............................................................................................. 21
PAGE 5B2: CALCULATION RESULTS (DISPLAY FEDERAL AND CALIFORNIA ALLOWANCES
AND AMOUNTS, RECOMMENDED VALUES ARE NOT THE SAME AS ON RECORD) ................... 22
PAGE 6: CALIFORNIA TAX-RELATED INFORMATION....................................................................... 24
APPENDIX A: PAGE MOCK-UPS................................................................................................................. 27
MOCK-UP OF START PAGE .......................................................................................................................... 27
MOCK-UP OF PAGE 1: FILING STATUS .................................................................................................... 28
MOCK-UP OF PAGE 2: DEPENDENTS AND CREDITS ............................................................................ 29
MOCK-UP OF PAGE 3: INCOME AND ADJUSTMENTS .......................................................................... 30
MOCK-UP OF PAGE 4: DEDUCTIONS ........................................................................................................ 31
MOCK-UP OF PAGE 5A1: CALCULATION RESULTS (DISPLAY ONLY FEDERAL
ALLOWANCES AND AMOUNT, RECOMMENDED VALUES ARE THE SAME AS ON RECORD) . 33
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MOCK-UP OF PAGE 5A2: CALCULATION RESULTS (DISPLAY ONLY FEDERAL
ALLOWANCES AND AMOUNT, RECOMMENDED VALUES ARE NOT THE SAME AS ON
RECORD) ........................................................................................................................................................... 35
MOCK-UP OF PAGE 5B1: CALCULATION RESULTS (RECOMMENDED FEDERAL AND
CALIFORNIA VALUES ARE THE SAME AS ON RECORD) ................................................................... 37
MOCK-UP OF PAGE 5B2: CALCULATION RESULTS (DISPLAY FEDERAL AND CALIFORNIA
ALLOWANCES AND AMOUNTS, RECOMMENDED VALUES ARE NOT THE SAME AS ON
RECORD) ........................................................................................................................................................... 39
MOCK-UP OF PAGE 6: CALIFORNIA TAX-RELATED INFORMATION ............................................. 41
APPENDIX B: DATA ....................................................................................................................................... 42
APPENDIX C: FEDERAL ALLOWANCES AND ADDITIONAL WITHHOLDING AMOUNT........... 44
APPENDIX D: CALIFORNIA ALLOWANCES AND ADDITIONAL WITHHOLDING AMOUNT .... 47
APPENDIX E: CURRENT YEAR (2003) IRS AND EDD FIELD VALUES .............................................. 49
APPENDIX F: CALCULATE CA TAX LIABILITY .................................................................................... 51
APPENDIX G: CALCULATE CA TAX TO BE WITHHELD .................................................................... 52
APPENDIX H: MOCK-UP OF FEDERAL AND CALIFORNIA STATE INCOME TAX
WITHHOLDING WORKSHEETS PAGE ...................................................................................................... 54
APPENDIX I: MOCK-UP OF HELP PAGE FOR WITHHOLDING ALLOWANCE CALCULATOR
START PAGE..................................................................................................................................................... 55
APPENDIX J – MOCK-UP OF HELP PAGE FOR WITHHOLDING ALLOWANCE CALCULATOR,
FEDERAL FILING STATUS PAGE ............................................................................................................... 56
APPENDIX K – MOCK-UP OF HELP PAGE FOR WITHHOLDING ALLOWANCE CALCULATOR,
DEPENDENTS AND CREDITS PAGE ........................................................................................................... 57
APPENDIX L – MOCK-UP OF HELP PAGE FOR WITHHOLDING ALLOWANCE CALCULATOR,
INCOME AND ADJUSTMENTS PAGE ......................................................................................................... 58
APPENDIX M – MOCK-UP OF HELP PAGE FOR WITHHOLDING ALLOWANCE CALCULATOR,
DEDUCTIONS PAGE ....................................................................................................................................... 59
APPENDIX N – MOCK-UP OF HELP PAGE FOR WITHHOLDING ALLOWANCE CALCULATOR,
CALCULATION RESULTS PAGE ................................................................................................................. 60
APPENDIX O – MOCK-UP OF HELP PAGE FOR WITHHOLDING ALLOWANCE CALCULATOR,
CALIFORNIA TAX-RELATED INFORMATION PAGE ............................................................................ 61
APPENDIX P – MOCK-UP OF ABOUT UC FOR YOURSELF PAGE ...................................................... 62
APPENDIX Q – MOCK-UP OF UC FOR YOURSELF: WHAT’S NEW PAGE ........................................ 63
APPENDIX R – MOCK-UP OF UC FOR YOURSELF HELP: HOME PAGE .......................................... 64
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APPENDIX S – MOCK-UP OF UC FOR YOURSELF HELP: CURRENT TAX WITHHOLDING
INFORMATION PAGE .................................................................................................................................... 65
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Background
IS&C will develop a web-based Withholding Allowance Modeling application to
enhance employee self-service capabilities within the UC For Yourself (UCFY) web site.
Withholding Allowance Modeling is a two-step process: determining the number of tax
withholding allowances to claim, and estimating the effect on take-home pay when
changing the number of withholding allowances. Two modules will be developed and
incorporated into UCFY to assist employees in these tasks.
This document is a detailed functional description of the first module, the Withholding
Allowance Calculator. A separate document will provide specifications for the Net Pay
Calculator.
The Withholding Allowance Calculator is intended to operate within the established
UCFY framework. It will be an extension of the already deployed W-4 application
“Update Your Tax Withholding Information”, utilizing its security, login, and access
restrictions; the Withholding Allowance Calculator does not require any modifications to
UCFY infrastructure components. Presentation of data, navigation, and error notification
will be done in a manner consistent with the existing application.
Web Application Overview
The Withholding Allowance Calculator was designed based on information supplied in
IRS and EDD documents. The IRS Withholding Calculator (available at
http://www.irs.gov/ind_info/wh/ within the “Tax Info for You” area of the IRS web site)
was also used as a reference in developing this application, as were several other publicly
available web-based applications.
The Withholding Allowance Calculator is essentially an interactive version of the W-4
and DE-4 worksheets. The employee enters worksheet data (filing status, number of
dependents, itemized deductions, etc.) into one or more forms, and the application returns
the suggested number of allowances to claim. It does not require any data from or
interaction with PPS1; however by incorporating the Calculator with the existing W-4
application, the employee can proceed to update their payroll records automatically.
The application is comprised of the following pages:
Start: Introductory page / disclaimer
Page 1: Filing Status
Page 2: Dependents and Credits
Page 3: Income and Adjustments
1
Income and retirement plan contribution data could in theory be pulled from PPS and pre-populated in page 3,
but it’s not recommended. There are so many situations (new employee at mid-year, employee works at a
second employer) in which the payroll data would not be correct for the purpose of withholding allowance
calculation, that the effort involved in pulling it into this application would be of small benefit.
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Page 4: Deductions
Page 5: Calculation results
Modifications to Existing Application
Implementation of the new module will require three changes to existing UCFY pages.
UCFY main menu page
Incorporate reference to the Withholding Allowance Calculator with the existing W-4
application.
Modify the title and text of the W-4 link on UCFY main page
Calculate and Update Your Tax Withholding Information
You may determine the recommended withholding allowances and amounts, and
update your tax withholding information.
Current Tax Withholding Information page
Add a button above the Change button:
Calculate
Proceed to W4/DE4 Online Worksheets to Calculate
Withholding Allowances.
Calculate button will display “Withholding Allowance Calculator Start” page
Note that employees can choose to manually calculate and submit W-4 and DE-4
data, rather than use the Calculator, by navigating with the existing Change, Exempt,
and CA Exempt buttons.
Change Your Tax Withholding Information page
Include the following wording at the top of the page (above employee name)
whenever the employee navigated from the Withholding Allowance Calculator,
Calculation Results page:
“The changes recommended by the Tax Withholding Calculator are filled in
below. If you like, you may make additional changes to this information. Click
‘Continue’ to confirm your changes.”
Change the description for the Continue button whenever the employee navigated
from the Withholding Allowance Calculator, Calculation Results page to the
following:
“Proceed to review your changes.”
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Federal and California State Income Tax Withholding Worksheets page
Revised wording on this page and enable the employee to activate the Withholding
Allowance Calculator application from this page. See Appendix H.
In addition, include running the Withholding Allowance Calculator as an event in the
UCFY transaction history log.
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Web Application Details
It is necessary to keep track of all data entered within a session, and allow the employee
to go back and modify or correct data on any of the pages. Whether the employee uses
the browser Back and Forward buttons or the navigation provided internal to the
application (see next section, Page Template), the data that has been entered should not
be lost. However, once the employee exits the application or closes their browser, the
data that was entered should not be stored anywhere.
Page Template
Pages 1, 2, 3, and 4 will have the following four sections.
Title
Name: Happy Employee
SSN:
999-99-9999
Error Messages
leave blank if all input passes edit checks
Input Fields
Initialize to default values
Continue
Reset
Go Back
Cancel
Exit
Navigation buttons
performs edits and displays next page if input is error-free
restore default values on this page
display previous page [leave this button off of page 1]
end the Withholding Allowance Calculator and return to the page from
which the Withholding Allowance Calculator was launched
to UCFY main menu page
With both the Cancel and Exit actions, clear all data that has been entered.
Appendix A contains mock-ups of each page.
Appendix B contains a list of all input fields with short descriptions, field names, and
default values. The Input and Edit sections within the functional page descriptions refer
to the field names.
Pop-up explanations for a number of terms should be made available. The terms are
underlined and text for the associated pop-up is provided within the functional page
descriptions.
The next section, Functional Page Descriptions, describes the input fields, calculation
logic, and page layouts for each of the pages in the application. Graphic page design will
be done by the UCFY development team, consistent with other employee self-service
applications.
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Functional Page Descriptions
Start: Introductory page / disclaimer
Title
Withholding Allowance Calculator Start
Contents
All text; no displayed fields or input fields
Edits
None
Actions
Two buttons will provide navigation from this page: Acknowledge and Cancel.
Acknowledge will display Withholding Allowance Calculator page 1
Cancel will return to the previous page (either Current Tax Withholding Information
page, Federal Worksheet page, or State Worksheet page)
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Page 1: Filing Status
Title
Withholding Allowance Calculator, Federal Filing Status
Input Fields
1. Federal Filing Status
Select the filing status that you will use for this year’s federal tax return.
Display radio button list or single selection drop down list, with five choices:
Single, Married Filing Jointly, Married Filing Separately, Head of
Household, Qualifying Widow(er).
2. Dependent of Someone Else
Can anyone else claim you as a dependent on their tax return?
Display two radio buttons: Yes or No.
Pop-up explanations
Head of Household: Generally, you may claim head of household filing status on
your tax return only if you are unmarried and pay more than 50% of the costs of
keeping up a home for yourself and your dependent(s) or other qualifying individuals.
Qualifying Widow(er): This status is for certain people whose spouse died within
the last two years and who had a child living with them whom they can claim as a
dependent. IRS Publication 501 provides additional information on Qualifying
widow(er) status.
Edits
1. If Filing Status is Married Filing Jointly, and Dependent of Someone Else is Yes,
this is an error. Display an error message when the employee clicks Continue.
Message text: If you can be claimed as a dependent on someone else’s return,
your filing status cannot be “Married Filing Jointly”.
Actions
Standard navigation – see Page Template on p. 5.
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Page 2: Dependents and Credits
Title
Withholding Allowance Calculator, Dependents and Credits
Input Fields
1. Self 65 or Older
Spouse 65 or Older
a) Are you 65 or older? b)2 Is your spouse 65 or older?
For each question, display two radio buttons: Yes or No.
2. Self Blind
Spouse Blind
a) Are you blind? b)2 Is your spouse blind?
For each question, display two radio buttons: Yes or No.
3. Number of Jobs Held
How many jobs do you [and your spouse]3 currently hold?
Display two radio buttons: One or More than one.
4. Number of Dependents
How many dependents other than yourself [and your spouse]3 will you claim on
your tax return?
Text box. Valid values: 0 thru 10
5. Number of Dependent Care Persons
Dependent Care Credit Amount
Child and dependent care credit.
If you plan to claim this credit, enter the number of qualifying persons, and an
estimate of work-related child and dependent care expenses.
Text box. Valid values: 0 thru 10
Text box. $NNNNNN
6. Number of Child Tax Credit Persons
Child tax credit.
Indicate the number of qualifying children.
Text box. Valid values: 0 thru 10
7. Other Credit Estimated Amount
Other tax credits.
Enter the total value of tax credits other than the two above.
Text box. $NNNNNN
Pop-up explanations
Child and Dependent Care Credit: You may be able to claim the credit if you pay
someone to care for your dependent who is under age 13 or for your spouse or
dependent who is not able to care for himself or herself. To qualify, you must pay
these expenses so you can work or look for work
2
Only ask questions 1b and 2b on this page if Filing Status is Married Filing Jointly or Married Filing
Separately.
3
Display [bracketed text] on this page only if Filing Status is Married Filing Jointly.
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Child Tax Credit: You may be entitled to a child tax credit for each of your
qualifying children. A qualifying child is your son or daughter, adopted child,
grandchild, stepchild, or foster child who is:
1. Under age 17 at the end of the current tax year,
2. A United States citizen or resident alien, and
3. Claimed as your dependent on your tax return.
Other Tax Credits: The credits you may be eligible for that may be entered here
include the following.
Credit
Credit for the elderly or disabled
Education credits
Adoption credit
For more information, see…
Publication 524, Credit for the
Elderly or the Disabled
Publication 970, Tax Benefits for
Higher Education
Publication 968, Tax Benefits for
Adoption
Publication 514, Foreign Tax Credit
for Individuals
Foreign tax credit, except any credit that applies to
wages not subject to U.S. income tax withholding
because they are subject to income tax withholding
by a foreign country
Mortgage interest credit
Mortgage Interest Credit in
Publication 530, Tax Information for
First-Time Homeowners
General business credit
Form 3800, General Business Credit
Qualified electric vehicle credit
Form 8834 Instructions
Credit for prior year minimum tax if you paid
Form 8801 Instructions
alternative minimum tax in an earlier year
Edits
1. If an invalid value is entered in any field where valid values are specified, this is
an error. Display an error message when the employee clicks Continue, and
position the pointer in the text box where the invalid value was entered. Message
text: Valid values are 0 thru 10.
2. If Number of Dependent Care Persons is greater than Number of Dependents, this
is an error. Display an error message when the employee clicks Continue.
Message text: Number of qualifying persons for the child and dependent care
credit cannot be greater than the number of dependents you will claim on your tax
return.
3. If Number of Dependent Care Persons is zero and Dependent Care Credit Amount
is greater than zero, this is an error. Display an error message when the employee
clicks Continue. Message text: You must have one or more qualifying persons in
order to claim the child and dependent care credit.
4. If Number of Child Tax Credit Persons is greater than Number of Dependents,
this is an error. Display an error message when the employee clicks Continue.
Message text: Number of children eligible for the child tax credit cannot be
greater than the number of dependents you will claim on your tax return.
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5. If commas are entered in the amount fields, this is an error. Display an error
message when the employee clicks Continue. Message text: Please enter a dollar
amount without commas.
6. If non-numeric values are entered in the numeric fields, this is an error. Display
an error message when the employee clicks Continue. Message text: The entered
value must be a whole number.
7. If negative whole numbers are entered in the amount fields, this is an error.
Display an error message when the employee clicks Continue. Message text:
Please enter a positive dollar amount.
Actions
Standard navigation – see Page Template on p. 5.
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Page 3: Income and Adjustments
Title
Withholding Allowance Calculator, Income and Adjustments
Input Fields
1. Total Wages, Salary, and Tips
Enter the total wages, salary, and tips which you [and your spouse]4 expect to
receive this year. Include all current jobs and any jobs that you held earlier in the
year.
Text box. $NNNNNN
1a)5 Salary of Lowest Job
Enter the total pay expected this year from the lowest paying job held by you
[or your spouse]
Text box. $NNNNNN
1b) Salary of Highest Job
Enter the total pay expected this year from the highest paying job held by you
[or your spouse]
Text box. $NNNNNN
2. Retirement Contribution Amount
Enter your [and your spouse’s] total contributions to a tax-deferred retirement
plan for this year.
Text box. $NNNNNN
3. Other Earned Income
Enter the total earned income, other than wages, salary, and tips, which you [and
your spouse] expect to receive this year.
Text box. $NNNNNN
4. Unearned Income
Enter the total of any non-wage income, such as dividends and interest, which you
[and your spouse] expect to receive this year. Do not include amounts included in
earned income above.
Text box. $NNNNNN
5. Adjustments to Income
Enter an estimate of your [and your spouse’s] adjustments to income for this year,
including alimony, deductible IRA contributions, and education loan interest.
Text box. $NNNNNN
Pop-up explanations
Tax Deferred Retirement Plan: Contributions (elective deferrals) that you may
enter here include elective contributions to the following retirement plans.
 Cash or deferred arrangements (section 403(b) and 401(k) plans).
 Section 457 plans.
 The Thrift Savings Plan for federal employees.
 Salary reduction simplified employee pension (SARSEP) plans.
4
5
Display [bracketed text] on this page only if Filing Status is Married filing jointly.
Only ask questions 1a and 1b on this page if Number of Jobs Held is more than one.
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

Simple retirement account (SIMPLE) plans.
Tax-sheltered annuities.
Earned Income: Other earned income includes
 tips (if not already included in the wages you estimated for your job(s))
 professional fees paid to you
 any other compensation received for work you performed (e.g., in your own
business)
 any part of a scholarship or fellowship grant that you must include in your
gross income
Edits
1. If Total Wages, Salary, and Tips are zero, this is an error. Display an error
message when the employee clicks Continue. Message text: You must enter
your expected total wages, salary, and tips.
2. If Number of Jobs Held is more than one and (either Salary of Lowest Job or
Salary of Highest Job is zero), this is an error. Display an error message when the
employee clicks Continue. Message text: Amounts must be entered for both the
lowest paying job and highest paying job.
3. If Salary of Lowest Job is greater than Salary of Highest Job, this is an error.
Display an error message when the employee clicks Continue. Message text: The
total pay of your lowest paying job cannot be greater than the total pay of your
highest paying job.
4. If commas are entered in the amount fields, this is an error. Display an error
message when the employee clicks Continue. Message text: Please enter a dollar
amount without commas.
5. If non-numeric values are entered in the numeric fields, this is an error. Display
an error message when the employee clicks Continue. Message text: The entered
value must be a whole number.
6. If negative whole numbers are entered in the amount fields, this is an error.
Display an error message when the employee clicks Continue. Message text:
Please enter a positive dollar amount.
Actions
Standard navigation – see Page Template on p. 5.
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Page 4: Deductions
Title
Withholding Allowance Calculator, Deductions
Input Fields
1. Medical Deduction
Medical and Dental Expenses
Text box. $NNNNNN
$NNNNNN (read-only) Amount Exceeding 7.5%
of Adjusted Gross Income
2. State and Local Income Taxes Deduction
Foreign Income Taxes Deduction
Real Estate, Property, and Other Taxes Deduction
Text boxes. $NNNNNN
3. Interest Paid Deduction
Text box. $NNNNNN
4. Charitable Contributions Deduction
Text box. $NNNNNN
5. Casualty and Theft Losses Deduction
Text box. $NNNNNN
6. Job Expenses and Most Misc Deductions
Job Expenses and Most Other Miscellaneous Deductions
Text box. $NNNNNN
$NNNNNN (read-only) Amount Exceeding 2% of
Adjusted Gross Income
7. Other Misc Deductions
Other Miscellaneous Deductions
Text box. $NNNNNN
Pop-up explanations
Medical and Dental Deductions: You can deduct only the amount of your medical
and dental expenses that is more than 7.5% of your adjusted gross income. Your
projected adjusted gross income is $NNNNNN; 7.5% of that amount is $NNNNN.
Enter the entire amount of your unreimbursed medical and dental expenses; the
calculator will apply the 7.5% rule for you.
Most Other Miscellaneous Deductions: These include tax preparation fees, other
expenses to produce or collect taxable income, custodial (trust account) fees. See IRS
Form 1040 Schedule A and B Instructions and Publication 529 for additional details.
You can deduct only the amount of your job expenses and most other miscellaneous
deductions that is more than 2% of your adjusted gross income. Your projected
adjusted gross income is $NNNNNN; 2% of that amount is $NNNNN. Enter the
entire amount of your unreimbursed job expenses and most other miscellaneous
deductions; the calculator will apply the 2% rule for you.
Other Miscellaneous Deductions: These include certain gambling losses, federal
estate tax on certain income. See IRS Form 1040 Schedule A and B Instructions and
Publication 529 for additional details.
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Edits
1. Look up Federal Standard Deduction based on Filing Status (see Appendix E). If
total of all $$ fields on this page is not (zero or greater than Federal Standard
Deduction), this is an error. Display an error message when the employee clicks
Continue. Message text: The total of all estimated itemized deductions that you
entered does not exceed your standard deduction. Enter corrected estimated
itemized deduction amounts, or, to take the standard deduction, click “Reset” to
zero out the itemized deduction amounts, and then click “Continue”.
2. If commas are entered in the amount fields, this is an error. Display an error
message when the employee clicks Continue. Message text: Please enter a dollar
amount without commas.
3. If non-numeric values are entered in the numeric fields, this is an error. Display
an error message when the employee clicks Continue. Message text: The entered
value must be a whole number.
4. If negative whole numbers are entered in the amount fields, this is an error.
Display an error message when the employee clicks Continue. Message text:
Please enter a positive dollar amount.
Actions
If the ‘medical and dental expenses’ hyperlink is clicked for more explanation, the
pop-up window should display the employee’s W2 Adjusted Gross Income. It should
also display the calculated value for 7.5% of W2 Adjusted Gross Income rounded to
the nearest whole number.
If the ‘most other miscellaneous deductions’ hyperlink is clicked for more
explanation, the pop-up window should display the employee’s W2 Adjusted Gross
Income. It should also display the calculated value for 2% of W2 Adjusted Gross
Income rounded to the nearest whole number.
If an amount is entered in the Medical Deduction field, the application will have to
determine the amount that can actually be counted as a deduction. If the entered
amount is less than or equal 7.5% of W2 Adjusted Gross Income, the Actual Medical
Deduction amount is set to zero. Otherwise, the Actual Medical Deduction is the
amount that is over 7.5% of W2 Adjusted Gross Income. The Actual Medical
Deduction amount is displayed alongside the entered amount. It should only be
displayed whenever an amount is entered in the Medical Deduction field. The
Results page showing the recap of information used for calculation should use the
Actual Medical Deduction amount instead of the entered amount. If no amount is
entered in the Medical Deduction field, the Actual Medical Deduction amount is set
to zero.
If an amount is entered in the Job Expenses and Most Misc Deductions field, the
application will have to determine the amount that can actually be counted as a
deduction. If the entered amount is less than or equal 2% of W2 Adjusted Gross
Income, the Actual Job Expenses and Most Misc Deductions amount is set to zero.
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Otherwise, the Actual Job Expenses and Most Misc Deductions is the amount that is
over 2% of W2 Adjusted Gross Income. The Actual Job Expenses and Most Misc
Deductions amount is displayed alongside the entered amount. It should only be
displayed whenever an amount is entered in the Job Expenses and Most Misc
Deductions field. The Results page showing the recap of information used for
calculation should use the Actual Job Expenses and Most Misc Deductions amount
instead of the entered amount. If no amount is entered in the Job Expenses and Most
Misc Deductions field, the Actual Job Expenses and Most Misc Deductions amount is
set to zero.
Standard navigation – see Page Template on p. 5. Continue will invoke the following
Processing steps before Page 5A1 or Page 5A2 is displayed.
Processing
1. Calculate Federal Allowances and Additional W/h Amount – See Appendix C.
2. If the federal filing status, federal withholding allowances, and federal additional
tax withholding amount are the same as those already on file, proceed to Page
5A1. Otherwise proceed to Page 5A2.
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Page 5A1: Calculation Results (display only Federal Allowances and Amount,
recommended values are the same as on record)
Title
Withholding Allowance Calculator, Results
Display
Based on the inputs you have provided, your recommended federal withholding
allowances and additional withholding amount are correct as currently recorded. If
you wish to make changes anyway, you may do so by selecting the “Continue” button
below.
If you would like to calculate your recommended withholding allowances and
additional withholding amount for California State tax, click here to provide
additional information.
Actions
When the employee clicks the here link, Page 6 should be displayed.
There will be three navigation buttons, slightly different than the standard buttons on
Pages 1 thru 4.
Continue will display Change Your Tax Withholding Information page
Cancel will end the Calculator and return to the page from which Withholding
Allowance Calculator was launched
Exit return to UCFY main menu page
In addition, Page 5A1 will include a recap of the data entered on Pages 1-4, with
hyperlinks from each field back to the individual pages. See mock-up of Page 5A1 in
Appendix A.
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Page 5A2: Calculation Results (display only Federal Allowances and Amount,
recommended values are not the same as on record)
Title
Withholding Allowance Calculator, Results
Display
Based on the inputs you have provided, your recommended federal withholding
allowances and additional withholding amount are as follows.
Federal Withholding Status: Federal Withholding Status
Federal Withholding Allowances: Federal Allowances
Federal Additional Tax Withholding Amount (monthly): Federal Additional
Amount
If you would like to calculate your recommended withholding allowances and
additional withholding amount for California State tax, click here to provide
additional information.
If you do not want to calculate your CA State tax recommendations but want to
proceed to update your federal tax withholding with the above recommended values,
click the “Continue” button below. Note that you will have the opportunity to review
and make additional changes to both your federal and state withholding information
before confirming your changes.
Pop-up explanations
Federal Withholding Status: This determines which rate the payroll system will use
for federal tax withholding; there are just two withholding rates for federal taxes,
Married filing jointly and Single (all others).
Actions
When the employee clicks the here link, Page 6 should be displayed.
Set the display value of Federal Additional Amount to 0.00 if its calculated value is
less than or equal to 1.00.
There will be three navigation buttons, slightly different than the standard buttons on
Pages 1 thru 4.
Continue will display Change Your Tax Withholding Information page
Cancel will end the Calculator and return to the page from which Withholding
Allowance Calculator was launched
Exit return to UCFY main menu page
In addition, Page 5A2 will include a recap of the data entered on Pages 1-4, with
hyperlinks from each field back to the individual pages. See mock-up of Page 5A2 in
Appendix A.
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20
Page 5B1: Calculation Results (recommended Federal and California values are the
same as on record)
Title
Withholding Allowance Calculator, Results
Display
Based on the inputs you have provided, your recommended federal and California
withholding allowances and additional withholding amounts are correct as currently
recorded. If you wish to make changes anyway, you may do so by selecting the
“Continue” button below.
Actions
There will be three navigation buttons, slightly different than the standard buttons on
Pages 1 thru 4.
Continue will display Change Your Tax Withholding Information page
Cancel will end the Calculator and return to the page from which Withholding
Allowance Calculator was launched
Exit return to UCFY main menu page
In addition, Page 5B1 will include a recap of the data entered on Pages 1-4 and 6,
with hyperlinks from each field back to the individual pages. See mock-up of Page
5B1 in Appendix A.
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21
Page 5B2: Calculation Results (display Federal and California Allowances and
Amounts, recommended values are not the same as on record)
Title
Withholding Allowance Calculator, Results
Display
Based on the inputs you have provided, your recommended federal and California
withholding allowances and additional withholding amounts are as follows.
Federal Withholding Status: Federal Withholding Status
Federal Withholding Allowances: Federal Allowances
Federal Additional Tax Withholding Amount (monthly): Federal Additional
Amount
California Withholding Status: CA Withholding Status
California Regular Withholding Allowances: CA Allowances
California Additional Withholding Allowances: CA Additional Allowances
California Additional Tax Withholding Amount (monthly): CA Additional
Amount
If you would like to update your tax withholding information with the above
recommended values, click the “Continue” button below. Note that you will have the
opportunity to review and make additional changes before confirming your changes.
Pop-up explanations
Federal Withholding Status: This determines which rate the payroll system will use
for federal tax withholding; there are just two withholding rates for federal taxes,
Married filing jointly and Single (all others).
California Withholding Status: This determines which rate the payroll system will
use for state tax withholding; there are three withholding rates for state taxes, Married
filing jointly, Head of household, and Single (all others).
Actions
Set the display value of Federal Additional Amount to 0.00 if its calculated value is
less than or equal to 1.00.
Set the display value of CA Additional Amount to 0.00 if its calculated value is less
than or equal to 1.00.
There will be three navigation buttons, slightly different than the standard buttons on
Pages 1 thru 4.
Continue will display Change Your Tax Withholding Information page
Cancel will end the Calculator and return to the page from which Withholding
Allowance Calculator was launched
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22
Exit return to UCFY main menu page
In addition, Page 5B2 will include a recap of the data entered on Pages 1-4 and 6,
with hyperlinks from each field back to the individual pages. See mock-up of Page
5B2 in Appendix A.
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23
Page 6: California Tax-Related Information
Title
Withholding Allowance Calculator, California Tax-Related Information
Display
In order to properly calculate your recommended California withholding allowances
and additional withholding amount, please answer the questions that follow. You will
need your latest pay stub to answer some of the questions.
Input Fields
1. CA Filing Status
Select the filing status that you will use for this year’s California tax return.
Display radio button list or single selection drop down list, with three choices:
Single, Married Filing Separately, Married Filing Jointly, Head of Household,
Qualifying Widow(er) with Dependent(s)
2. CA Tax Withheld Year-to-date
Enter the California tax withheld so far on your last pay stub. If calculating for next
year, enter zero.
Text box. $NNNNNN
3. Pay Schedule
What is your pay schedule?
Display three radio buttons: Monthly, Biweekly, or Semi-monthly
4. Number of Pay Days Remaining
Enter the number of pay days remaining for the year. If calculating for next year,
click here.
Text box. NN
5. CA Tax Credit Amount
Enter the total value of your eligible California tax credits. Tax credits for California
Withholding Tax purposes are listed in FTB Form 540.
Text box. $NNNNNN
Pop-up explanations
Number of Pay Days: This is the number of pay days remaining for the year based
on your pay schedule. If you are paid monthly, there are 12 pay days in a year. If
you are paid semi-monthly, there are 24 pay days in a year. If you are paid biweekly,
there are 26 or 27 (in some years) pay days in a year.
Edits
1. Only whole numbers that are equal to or greater than zero are allowed in the CA
Tax Withheld Year-to-date and CA Tax Credit Amount fields. If this is not the
case, display an error message when the employee clicks Continue. Message
text: You must enter whole numbers only.
2. Only whole numbers that are greater than zero and not greater than 27 are allowed
in the Number of Pay Days Remaining field. If this is not the case, display an
error message when the employee clicks Continue. Message text: The number of
05/23/2003
UCFY W-4 Calculator
24
pay days remaining that you can enter must be greater than zero and cannot
exceed 27.
3. If Pay Schedule is Monthly, the Number of Pay Days Remaining cannot be
greater than 12. If this is not the case, display an error message when the
employee clicks Continue. Message text: Since your pay schedule is monthly, the
number of pay days remaining that you can enter cannot exceed 12.
7. If Pay Schedule is Semi-monthly, the Number of Pay Days Remaining cannot be
greater than 24. If this is not the case, display an error message when the
employee clicks Continue. Message text: Since your pay schedule is semimonthly, the number of pay days remaining that you can enter cannot exceed 24.
8. If Pay Schedule is Biweekly, the Number of Pay Days Remaining cannot be
greater than 27. If this is not the case, display an error message when the
employee clicks Continue. Message text: Since your pay schedule is biweekly,
the number of pay days remaining that you can enter cannot exceed 27.
Actions
There will be five navigation buttons, slightly different than the standard buttons on
Pages 1 thru 4.
Continue will calculate the California recommended allowances and additional
amount
Reset will restore the default values on this page
Go Back will display Page 5A without calculating the California recommended
allowances and additional amount
Cancel will end the Calculator and return to the page from which Withholding
Allowance Calculator was launched
Exit return to UCFY main menu page
Continue will invoke the following Processing steps before Page 5B1 or Page 5B2
is displayed.
When calculating for next year, the here link on the Number of Pay Days Remaining
field will populate the field with any of the following values based on the Pay
Schedule selected by the employee:
Pay Schedule
Monthly
Biweekly
Semi-monthly
Number of Pays Remaining
12
26
24
Processing
1. Calculate California Regular Withholding Allowances, California Additional
Withholding Allowances, and California Additional Tax Withholding Amount –
see Appendix D.
2. If the federal filing status, federal withholding allowances, federal additional
withholding amount, California filing status, California regular withholding
allowances, California additional withholding allowances, and California
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UCFY W-4 Calculator
25
additional tax withholding amount are the same as those already on file, proceed
to Page 5B1. Otherwise, proceed to Page 5B2.
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26
Appendix A: Page Mock-ups
Mock-up of Start Page
UCFY graphics banner
Withholding Allowance Calculator Start
Name: Happy Employee
Social Security Number: 999-99-9999
Please read and acknowledge the following before proceeding to launch the calculator.
The Withholding Allowances Calculator is a tool to help you determine the correct
number of withholding allowances to claim for federal and California state income
tax purposes. The calculation is based on information that you enter regarding your
filing status, dependents, tax credits, income and adjustments, and deductions. It
provides a convenient alternative to manually completing the W-4 and DE-4
worksheets, and allows you to automatically submit the information to the Payroll /
Personnel system.
It does not cover all situations and it may be best to review federal and state tax
publications or consult with a tax professional if your situation is complex.
Several IRS publications that you may wish to review are:
Publication 501: Exemptions, Standard Deduction, and Filing Information
Publication 503: Child and Dependent Care Expenses
Publication 505, Tax Withholding and Estimated Tax
Publication 919: How Do I Adjust My Tax Withholding?
These publications can be found online at http://www.irs.gov.
California 540/540A Personal Income Tax Booklet can be found online at
http://www.ftb.ca.gov.
Note: The tax rates and schedules used by this calculator are for tax year XXXX.
By clicking “Acknowledge” below, you accept your responsibility as an employee of UC
to truthfully supply tax withholding information. Claiming tax withholding allowances
such that income taxes are significantly under-withheld may result in a substantial tax
penalty.
Acknowledge
Start the Withholding Allowance Calculator
Cancel
Return to previous page
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27
Mock-up of Page 1: Filing Status
UCFY graphics banner
Withholding Allowance Calculator, Filing Status
Please answer the following questions
Name: Happy Employee
Social Security Number: 999-99-9999
Error Messages if any edit checks result in errors
1. Select the filing status that you will use for this year’s tax return.
 Single
 Married Filing Jointly
 Married Filing Separately
 Head of Household
 Qualifying Widow(er)
2. Can anyone else claim you as a dependent on their tax return?
 Yes
 No
Continue
Go to next page.
Reset
Restore default values on this page.
Cancel
End the Withholding Allowance Calculator.
Exit
Exit to the UC For Yourself Main Menu page.
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28
Mock-up of Page 2: Dependents and Credits
UCFY graphics banner
Withholding Allowance Calculator, Dependents and Credits
Please enter all data that applies to you
Name: Happy Employee
Social Security Number: 999-99-9999
Error Messages if any edit checks result in errors
1. a) Are you 65 or older?
b) Is your spouse 65 or older?
 Yes
 Yes
 No
 No
2. a) Are you blind?
b) Is your spouse blind?
 Yes
 Yes
 No
 No
3. How many jobs do you (and your spouse, if your filing status is Married filing
jointly) currently hold?
 One
 More than one
4. How many dependents other than yourself (and your spouse, if your filing status
is Married Filing Jointly) will you claim on your tax return?
#
0
5. Child and dependent care credit.
If you plan to claim this credit, enter the number of qualifying persons, and an
estimate of work-related child and dependent care expenses.
#
0
$
0 .00
6. Child tax credit.
Indicate the number of qualifying children.
#
0
7. Other tax credits.
Enter the total value of tax credits other than the two above.
$
0 .00
Continue
Go to the next page.
Reset
Restore default values on this page.
Go Back
Go back to the previous page.
Cancel
End the Withholding Allowance Calculator.
Exit
Exit to the UC For Yourself Main Menu page.
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29
Mock-up of Page 3: Income and Adjustments
UCFY graphics banner
Withholding Allowance Calculator, Income and Adjustments
Please provide the following information
Name: Happy Employee
Social Security Number: 999-99-9999
Error Messages if any edit checks result in errors
1. Enter the total wages, salary, and tips which you and your spouse expect to
receive this year. Include all current jobs and any jobs that you held earlier in the
year.
$
0 .00
2. Enter the total pay expected this year from the lowest paying job held by you or
your spouse.
$
0 .00
3. Enter the total pay expected this year from the highest paying job held by you or
your spouse.
$
0 .00
4. Enter your and your spouse’s planned total contributions to a tax-deferred
retirement plan for this year.
$
0 .00
5. Enter the total earned income, other than wages, salary, and tips, which you and
your spouse expect to receive this year.
$
0 .00
6. Enter the total of any non-wage income, such as dividends and interest, which you
and your spouse expect to receive this year. Do not include amounts included in
earned income above.
$
0 .00
7. Enter an estimate of your and your spouse’s adjustments to income for this year,
including alimony, deductible IRA contributions, and education loan interest.
$
0 .00
Continue
Go to the next page.
Reset
Restore default values on this page.
Go Back
Go back to the previous page.
Cancel
End the Withholding Allowance Calculator.
Exit
Exit to the UC For Yourself Main Menu page.
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30
Mock-up of Page 4: Deductions
UCFY graphics banner
Withholding Allowance Calculator Deductions
Please provide the following information
Name: Happy Employee
Social Security Number: 999-99-9999
Error Messages if any edit checks result in errors
Based on your filing status of Filing Status, your federal standard deduction is $nnn6.
If this is more than the total of your allowable itemized deductions, click “Continue”
and go to the next page. If you expect your itemized deductions to exceed the
standard deduction amount, enter the estimated amounts.
1. Medical and Dental Expenses
$
2000 .00
$150.00 Amount Exceeding 7.5% of Adjusted
Gross Income
Taxes paid
2. State and Local Income and Disability Taxes
$
0 .00
3. Foreign Income Taxes
$
0 .00
4. Real Estate, Personal Property, and Other Deductible Taxes
$
0 .00
5. Interest Paid
$
0 .00
6. Gifts to Charity
$
0 .00
7. Casualty and Theft Losses
$
0 .00
8. Job Expenses and Most Other Miscellaneous Deductions
$
1000 .00
$20.00 Amount Exceeding 2% of Adjusted Gross
Income
9. Other Miscellaneous Deductions
$
0 .00
6
Continue
Go to the next page.
Reset 6
Restore default values on this page.
Go Back
Go back to the previous page.
Use Federal Standard Deduction in Appendix E.
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31
Cancel
End the Withholding Allowance Calculator.
Exit
Exit to the UC For Yourself Main Menu page.
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32
Mock-up of Page 5A1: Calculation Results (display only Federal Allowances and
Amount, recommended values are the same as on record)
UCFY graphics banner
Withholding Allowance Calculator, Calculation Results
Name: Happy Employee
Social Security Number: 999-99-9999
Based on the inputs you have provided, your recommended federal withholding
allowances and additional withholding amount are correct as currently recorded. If
you wish to make changes anyway, you may do so by selecting the “Continue” button
below.
If you would like to calculate your recommended withholding allowances and
additional withholding amount for California State tax, click here to provide
additional information.
Continue
Proceed to change your tax withholding information.
Cancel
End the Withholding Allowance Calculator.
Exit
Exit to the UC For Yourself Main Menu page.
Recap of Information Used for Calculation
To change any of the data shown below, click on the item and you will be returned to
the page on which it was entered.
Federal Filing Status
Dependent of Someone Else
Self 65 or Older
Spouse 65 or Older
Self Blind
Spouse Blind
Number of Jobs Held
Number of Dependents
Number of Dependent Care Persons
Dependent Care Credit Amount
Number of Child Tax Credit Persons
Other Credit Estimated Amount
Total Wages, Salary, and Tips
Salary of Lowest Job
Salary of Highest Job
Retirement Contribution Amount
Other Earned Income
Unearned Income
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Married filing jointly
No
No
No
No
No
More than one
2
2
$5000
2
$0
$65,000
$20,000
$45,000
$6500
$0
$1200
33
Adjustments to Income
Medical Deduction
State and Local Taxes Deduction
Foreign Income Taxes Deduction
Real Estate, Property, and Other Taxes Deduction
Interest Deduction
Charitable Contributions Deduction
Casualty and Theft Losses Deduction
Job Expenses and Most Misc Deductions
Other Misc Deductions
05/23/2003
UCFY W-4 Calculator
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
34
Mock-up of Page 5A2: Calculation Results (display only Federal Allowances and
Amount, recommended values are not the same as on record)
UCFY graphics banner
Withholding Allowance Calculator, Calculation Results
Name: Happy Employee
Social Security Number: 999-99-9999
Based on the inputs you have provided, your recommended federal withholding
allowances and additional withholding amount are as follows.
Federal Withholding Status: Married
Federal Withholding Allowances: 3
Federal Additional Tax Withholding Amount (monthly): $50.00
If you would like to calculate your recommended withholding allowances and
additional withholding amount for California State tax, click here to provide
additional information.
If you do not want to calculate your CA State tax recommendations but want to
proceed to update your federal tax withholding with the above recommended values,
click the “Continue” button below. Note that you will have the opportunity to review
and make additional changes to both your federal and state withholding information
before confirming your changes.
Continue
Proceed to change your tax withholding information.
Cancel
End the Withholding Allowance Calculator.
Exit
Exit to the UC For Yourself Main Menu page.
Recap of Information Used for Calculation
To change any of the data shown below, click on the item and you will be returned to
the page on which it was entered.
Federal Filing Status
Dependent of Someone Else
Self 65 or Older
Spouse 65 or Older
Self Blind
Spouse Blind
Number of Jobs Held
Number of Dependents
Number of Dependent Care Persons
Dependent Care Credit Amount
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Married filing jointly
No
No
No
No
No
More than one
2
2
$5000
35
Number of Child Tax Credit Persons
Other Credit Estimated Amount
Total Wages, Salary, and Tips
Salary of Lowest Job
Salary of Highest Job
Retirement Contribution Amount
Other Earned Income
Unearned Income
Adjustments to Income
Medical Deduction
State and Local Taxes Deduction
Foreign Income Taxes Deduction
Real Estate, Property, and Other Taxes Deduction
Interest Deduction
Charitable Contributions Deduction
Casualty and Theft Losses Deduction
Job Expenses and Most Misc Deductions
Other Misc Deductions
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2
$0
$65,000
$20,000
$45,000
$6500
$0
$1200
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
36
Mock-up of Page 5B1: Calculation Results (recommended Federal and California
values are the same as on record)
UCFY graphics banner
Withholding Allowance Calculator, Calculation Results
Name: Happy Employee
Social Security Number: 999-99-9999
Based on the inputs you have provided, your recommended federal and California
withholding allowances and additional withholding amounts are correct as currently
recorded. If you wish to make changes anyway, you may do so by selecting the
“Continue” button below.
Continue
Proceed to change your tax withholding information.
Cancel
End the Withholding Allowance Calculator.
Exit
Exit to the UC For Yourself Main Menu page.
Recap of Information Used for Calculation
To change any of the data shown below, click on the item and you will be returned to
the page on which it was entered.
Federal Filing Status
Dependent of Someone Else
Self 65 or Older
Spouse 65 or Older
Self Blind
Spouse Blind
Number of Jobs Held
Number of Dependents
Number of Dependent Care Persons
Dependent Care Credit Amount
Number of Child Tax Credit Persons
Other Credit Estimated Amount
Total Wages, Salary, and Tips
Salary of Lowest Job
Salary of Highest Job
Retirement Contribution Amount
Other Earned Income
Unearned Income
Adjustments to Income
Medical Deduction
State and Local Taxes Deduction
Foreign Income Taxes Deduction
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UCFY W-4 Calculator
Married filing jointly
No
No
No
No
No
More than one
2
2
$5000
2
$0
$65,000
$20,000
$45,000
$6500
$0
$1200
$0
$0
$0
$0
37
Real Estate, Property, and Other Taxes Deduction
Interest Deduction
Charitable Contributions Deduction
Casualty and Theft Losses Deduction
Job Expenses and Most Misc Deductions
Other Misc Deductions
CA Filing Status
CA Tax Withheld Year-to-date
Pay Schedule
Number of Pay Days Remaining
CA Tax Credit Amount
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UCFY W-4 Calculator
$0
$0
$0
$0
$0
$0
Married filing jointly
$3000
Monthly
12
$0
38
Mock-up of Page 5B2: Calculation Results (display Federal and California Allowances
and Amounts, recommended values are not the same as on record)
UCFY graphics banner
Withholding Allowance Calculator, Calculation Results
Name: Happy Employee
Social Security Number: 999-99-9999
Based on the inputs you have provided, your recommended federal and California
withholding allowances and additional withholding amounts are as follows.
Federal Withholding Status: Married
Federal Withholding Allowances: 3
Federal Additional Tax Withholding Amount (monthly): $50.00
California Withholding Status: Married
California Regular Withholding Allowances: 2
California Additional Withholding Allowances: 2
California Additional Tax Withholding Amount (monthly): $0.00
If you would like to update your tax withholding information with the above
recommended values, click the “Continue” button below. Note that you will have the
opportunity to review and make additional changes before confirming your changes.
Continue
Proceed to change your tax withholding information.
Cancel
End the Withholding Allowance Calculator.
Exit
Exit to the UC For Yourself Main Menu page.
Recap of Information Used for Calculation
To change any of the data shown below, click on the item and you will be returned to
the page on which it was entered.
Federal Filing Status
Dependent of Someone Else
Self 65 or Older
Spouse 65 or Older
Self Blind
Spouse Blind
Number of Jobs Held
Number of Dependents
Number of Dependent Care Persons
Dependent Care Credit Amount
Number of Child Tax Credit Persons
Other Credit Estimated Amount
05/23/2003
UCFY W-4 Calculator
Married filing jointly
No
No
No
No
No
More than one
2
2
$5000
2
$0
39
Total Wages, Salary, and Tips
Salary of Lowest Job
Salary of Highest Job
Retirement Contribution Amount
Other Earned Income
Unearned Income
Adjustments to Income
Medical Deduction
State and Local Taxes Deduction
Foreign Income Taxes Deduction
Real Estate, Property, and Other Taxes Deduction
Interest Deduction
Charitable Contributions Deduction
Casualty and Theft Losses Deduction
Job Expenses and Most Misc Deductions
Other Misc Deductions
CA Filing Status
CA Tax Withheld Year-to-date
Pay Schedule
Number of Pay Days Remaining
CA Tax Credit Amount
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UCFY W-4 Calculator
$65,000
$20,000
$45,000
$6500
$0
$1200
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
Married filing jointly
$3000
Monthly
12
$0
40
Mock-up of Page 6: California Tax-Related Information
UCFY graphics banner
Withholding Allowance Calculator, California Tax-Related Information
In order to properly calculate your recommended California withholding allowances and
additional withholding amount, please answer the questions that follow. You will need your
latest pay stub to answer some of the questions.
Name: Happy Employee
Social Security Number: 999-99-9999
Error Messages if any edit checks result in errors
1. Select the filing status that you will use for this year’s California tax return.
 Single
 Married Filing Jointly
 Married Filing Separately
 Head of Household
 Qualifying Widow(er) with Dependent(s)
2. Enter the California tax withheld so far on your last pay stub. If calculating for
next year, enter zero.
$
3000 .00
3. What is your pay schedule?
o Monthly
o Biweekly
o Semi-monthly
4. Enter the number of pay days remaining for the year. If calculating for next year,
click here.
10
5. Enter any tax credits. Tax credits for California withholding tax purposes are
listed in FTB Form 540.
$
0 .00
Continue
Calculate California recommended allowances and additional
withholding amount.
Reset
Restore default values on this page.
Go Back
Go back to the previous page without calculating your California
recommended allowances and additional withholding amount.
Cancel
End the Withholding Allowance Calculator.
Exit
Exit to the UC For Yourself Main Menu page.
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41
Appendix B: Data
Input Fields
Field Name
Federal Filing Status
Dependent of Someone Else
Self 65 or Older
Spouse 65 or Older
Self Blind
Spouse Blind
Number of Jobs Held
Number of Dependents
Number of Dependent Care Persons
Dependent Care Credit Amount
Number of Child Tax Credit Persons
Other Credit Estimated Amount
Total Wages, Salary, and Tips
Salary of Lowest Job
Salary of Highest Job
Retirement Contribution Amount
Other Earned Income
Unearned Income
Adjustments to Income
Actual Medical Deduction
State and Local Taxes Deduction
Foreign Income Taxes Deduction
Real Estate, Property, and Other Taxes Deduction
Interest Deduction
Charitable Contributions Deduction
Casualty and Theft Losses Deduction
Actual Job Expenses and Most Misc Deductions
Other Misc Deductions
CA Filing Status
CA Tax Withheld Year-to-date
Pay Schedule
Number of Pay Days Remaining
CA Tax Credit Amount
Computed Fields
Taxable Wages
05/23/2003
Default
Value
Entered
on Page
Single
No
No
No
No
No
One
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Zero
Single
Zero
Monthly
Zero
Zero
1
1
2
2
2
2
2
2
2
2
2
2
3
3
3
3
3
3
3
4
4
4
4
4
4
4
4
4
6
6
6
6
6
Total Wages, Salary, and Tips minus Retirement
Contribution Amount
UCFY W-4 Calculator
42
W2 Income
W2 Adjusted Gross Income
Federal Withholding Status
CA Withholding Status
Sum of All Deductions
05/23/2003
Taxable Wages plus Other Earned Income plus
Unearned Income
W2 Income minus Adjustments to Income
If Federal Filing Status is ‘Married Filing Jointly’ then
‘Married’ else ‘Single’
If CA Filing Status is ‘Married Filing Jointly’ then
‘Married’ else if Filing Status is ‘Head of Household’
or ‘Qualifying Widow(er) with Dependent(s)’ then
‘Head of Household’ else ‘Single’
Actual Medical Deduction plus
State and Local Taxes Deduction plus
Foreign Income Taxes Deduction plus
Real Estate, Property, and Other Taxes Deduction plus
Interest Deduction plus
Charitable Contributions Deduction plus
Casualty and Theft Losses Deduction plus
Actual Job Expenses and Most Misc Deductions plus
Other Misc Deductions
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Appendix C: Federal Allowances and Additional Withholding Amount
The Tables referred to here can be found in Appendix E.
Personal Allowances, Worksheet 1
If Dependent of Someone Else is ‘No’, then set Self Allowance to 1; otherwise set Self
Allowance to zero.
If (Filing Status is ‘Single’ or ‘Married’7) and (Number of Jobs is ‘One’), then set Jobs
Allowance to 1; otherwise set Jobs Allowance to zero.
If Federal Withholding Status is ‘Married filing joint return’, then set Spouse Allowance to 1;
otherwise set Spouse Allowance to zero.
Phaseout Calculation (Pub 505, Worksheet 1.1)
Using Filing Status, look up Personal Allowances Income Threshold in TableFed1.
If W2 Adjusted Gross Income is less than Minimum Personal Allowances Income
Threshold, then set Basic Personal Allowances equal to Self Allowance plus Spouse
Allowance plus Number of Dependents;
Otherwise:
If W2 Adjusted Gross Income is greater than Maximum Personal Allowances Income
Threshold, then set Basic Personal Allowances equal to zero;
Otherwise:
Using Filing Status, look up Phaseout Divisor in TableFed2.
Calculate
 Subtract Minimum Personal Allowances Income Threshold from W2
Adjusted Gross Income, and divide by Phaseout Divisor. Round to 1 decimal
place.
 Take the result and multiply it by the sum of (Self Allowance plus Spouse
Allowance plus Number of Dependents). Round up to nearest whole number.
The result is Phased Out Allowances.
 Set Basic Personal Allowances equal to Self Allowance plus Spouse
Allowance plus Number of Dependents minus Phased Out Allowances.
If Filing Status is ‘Head of household’, then set Head of Household Allowance to 1;
otherwise set Head of Household Allowance to zero.
If Dependent Care Credit Amount is greater than or equal 1500, then set Dependent Care
Allowance to 1; otherwise set Dependent Care Allowance to zero.
Using Filing Status and W2 Income, look up Income Range in TableFed3.
If Income Range is ‘Over’, then set Child Credit Allowance to zero;
Otherwise:
7
Either Married Filing Jointly or Married Filing Separately
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Using Income Range and Number of Child Tax Credit Persons, look up Child Credit
Allowance in TableFed4.
Calculate
 Total Personal Allowances equal to Basic Personal Allowances plus Jobs
Allowance plus Head of Household Allowance plus Dependent Care Allowance
plus Child Credit Allowance.
Deductions and Adjustments, Worksheet 2
If Sum of All Deductions is equal to zero, then set Total Allowances to Total Personal
Allowances and skip the rest of calculation logic in this worksheet.
Itemized Deduction Limit (Pub 505, Worksheet 1.2; also Pub 919, Worksheet 3)
Using Filing Status, look up Itemized Income Threshold in TableFed5.
If W2 Adjusted Gross Income is less than or equal to Itemized Income Threshold, then
set Itemized Deductions to Sum of All Deductions;
Otherwise:
Calculate
 Add Actual Medical Deduction and Casualty & Theft Losses Deduction8; If this
total is equal to Sum of All Deductions, then set Itemized Deductions to Sum of
All Deductions;
Otherwise:
Calculate
 Remaining Deductions equal to Sum of All Deductions minus Medical
Deduction minus Casualty & Theft Losses Deduction
 Multiply Remaining Deductions by .80
 Subtract Itemized Income Threshold from W2 Adjusted Gross Income
and multiply the result by .03
 Compare results of the previous 2 computations and select the lesser
amount
 Subtract this lesser amount from Sum of All Deductions and set
Itemized Deductions equal to the result.
Using Filing Status, look up Federal Standard Deduction in TableFedStd.
If Federal Standard Deduction is greater than Itemized Deductions, then set Eligible Itemized
Deductions to zero; otherwise set Eligible Itemized Deductions to Itemized Deductions
minus Federal Standard Deduction.
If Eligible Itemized Deductions plus Adjustments to Income is less than or equal to Unearned
Income, then set Adjustments Allowable to zero; otherwise set Adjustments Allowable to
Eligible Itemized Deductions plus Adjustments to Income minus Unearned Income.
8
The calculation actually includes a couple of other deduction types, which are not captured as separate input
fields on Page 4. The effect on calculation results should be trivial, and would only understate the
recommended withholding allowances, not overestimate them.
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Set Adjustments Allowance equal to Adjustments Allowable / 3000 (round down to whole
number).
Set Total Allowances equal to Total Personal Allowances plus Adjustments Allowance.
Two-Earner/Two-Job, Worksheet 3
If Number of Jobs is ‘One’ or Total Wages Salary & Tips is not greater than 35,000, then set
Federal Additional Amount equal to zero;
Otherwise:
If (Number of Jobs is ‘More than one’ and Total Wages Salary & Tips is greater than
35,000) then
Using Federal Withholding Status and Salary of Lowest Job, look up Two Job
Allowance in Table1A9 or Table1B
If (Total Allowances is greater than or equal to Two Jobs Allowances) then
Subtract Two Jobs Allowance from Total Allowances, and
Set Federal Additional Amount equal to zero;
Otherwise:
Set Calculated Allowance equal to Two Jobs Allowance minus Total Allowances.
Using Federal Withholding Status and Salary of Highest Job, look up Two Jobs
Amount in Table2A or Table2B.
Set Annual Additional Amount equal to Two Jobs Amount times Calculated
Allowance.
Set Federal Additional Amount equal to Annual Additional Amount divided by
number of months remaining10.
Set Total Allowances equal to zero.
9
The 4 tables referenced in this section are found on the W-4 form.
Determine from today’s date.
10
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Appendix D: California Allowances and Additional Withholding Amount
Worksheet A
Set CA Personal Allowance equal to1.
If CA Withholding Status is ‘Married’, then set CA Spouse Allowance to 1; otherwise set CA
Spouse Allowance zero.
If Self Blind is ‘Yes’, then set CA Self Blind Allowance to 1; otherwise set CA Self Blind
Allowance to zero.
If CA Withholding Status is ‘Married’ and Spouse Blind is ‘Yes’, then set CA Spouse Blind
Allowance to 1; otherwise set CA Spouse Blind Allowance to zero.
Set CA Dependents Allowance equal to Number of Dependents times 3.
Set CA Allowances equal to CA Personal Allowance plus CA Spouse Allowance plus CA
Self Blind Allowance plus CA Spouse Blind Allowance plus CA Dependents Allowance.
Worksheet B
Using CA Filing Status, look up CA Standard Deduction in TableCAStd of Appendix E.
Set CA Deductions equal to Sum of All Deductions minus State & Local Taxes Deduction
minus Foreign Income Taxes Deduction.
Set CA Adjustments equal to CA Deductions minus CA Standard Deduction plus
Adjustments to Income.
If CA Adjustments is greater than Unearned Income, then set CA Additional Deductions to
CA Adjustments minus Unearned Income; otherwise set CA Additional Deductions to
zero.
Set CA Additional Allowances equal to CA Additional Deductions divided by 1000 (round
to whole number).
Worksheet C
Set CA Income equal to Taxable Wages plus Unearned Income.
Compare CA Deductions to CA Standard Deductions, and set CA Allowed Deductions equal
to whichever is larger.
Set CA Adjusted Income equal to CA Income minus CA Allowed Deductions minus
Adjustments to Income.
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If CA Adjusted Income is less than or equal to zero, then set CA Additional Amount to zero.
Skip all calculations that follow.
Using CA Adjusted Income, determine CA Tax Liability. Refer to Appendix F on how to
calculate the CA Tax Liability.
Get CA Personal Exemption Credit from Appendix E.
Set CA Personal Exemptions equal to CA Allowances times CA Personal Exemption Credit.
Set CA Total Tax Liability equal to CA Tax Liability minus CA Personal Exemptions minus
CA Tax Credit Amount.
If CA Total Tax Liability is less than or equal to zero, then set CA Additional Amount to
zero. Skip all calculations that follow.
Determine CA Tax To Be Withheld. Refer to Appendix G on how to calculate the CA Tax
To Be Withheld.
Set CA Unwithheld Tax equal to CA Total Tax Liability minus CA Tax To Be Withheld.
If CA Unwithheld Tax is less than zero, then set CA Additional Amount to zero; otherwise
set CA Additional Amount to CA Unwithheld Tax divided by the number of months
remaining in the year.
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Appendix E: Current Year (2003) IRS and EDD field values
This appendix needs to be updated each year. The application code should be structured in
such a way that these values can be updated without extensive code changes.
TableFedStd
Filing Status
Single
Married filing joint return / Qualifying widow(er)
Married filing separately
Head of household
Federal
Standard
Deduction
4,750
7,950
3,975
7,000
TableFed1
Filing Status
Single
Head of household
Married filing separately
Married filing jointly or Qualifying widow(er)
Minimum Maximum
Personal
Personal
Allowances Allowances
Income
Income
Threshold Threshold
139,500
262,000
174,400
296,900
104,625
165,875
209,250
331,750
TableFed2
Phaseout
Divisor
62,500
125,000
Filing Status
Married filing separately
All other
TableFed3
Filing Status
Married filing jointly or Married filing separately
All other
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W2 Income
From 20,000 to 65,000
From 65,001 to 115,000
Over 115,000
From 15,000 to 42,000
From 42,001 to 80,000
Over 80,000
Income
Range
Low
High
Over
Low
High
Over
49
TableFed4
Number of
Child Tax
Income
Credit
Range
Persons
Low
>5
3 to 5
1 or 2
High
>4
4
3
1 or 2
Child Credit Allowance
Number of Child Tax Credit Persons + 2
Number of Child Tax Credit Persons + 1
Number of Child Tax Credit Persons
4
3
2
1
TableFed5
Itemized Income
Threshold
69,750
139,500
Filing Status
Married filing separately
All other
TableCAStd
Filing Status
Single or Married filing separately
All other
CA Standard
Deduction
3,004
6,008
CA Personal Exemption Credit = 80
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Appendix F: Calculate CA Tax Liability
The CA State Tax Tables for the current year are used as reference in order to calculate the
CA Tax Liability.
If the Pay Schedule is Biweekly, use the Biweekly CA State Tax Tables.
If the Pay Schedule is Semi-monthly, use the Semi-monthly CA State Tax Tables.
If the Pay Schedule is Monthly or Semi-monthly, use the Monthly CA State Tax Tables.
If Pay Schedule is Biweekly, set CA Adjusted Income Pay Period equal to CA Adjusted
Income divided by 27.
If Pay Schedule is Semi-monthly, set CA Adjusted Income Pay Period equal to CA Adjusted
Income divided by 24.
If Pay Schedule is Monthly, set CA Adjusted Income Pay Period equal to CA Adjusted
Income divided by 12.
Use the Tax Rate Table (Table E) and CA Withholding Status in order to determine the CA
Minimum Tax Pay Period and CA Tax Prorated Pay Period. CA Withholding Status will
determine the type of Tax Rate Table to use (whether Tax Rate Table for Single, Tax Rate
Table for Married, or Tax Rate Table for Head of Household).
Set CA Minimum Tax Pay Period equal to the Tax Amount whose Minimum Income is
closest to the CA Adjusted Income Pay Period.
Set CA Tax Prorated Pay Period equal to the corresponding Tax Percent (of the Minimum
Income that is closest to the CA Adjusted Income Pay Period) multiplied by the difference of
CA Adjusted Income Pay Period minus the Minimum Income.
Set CA Tax Pay Period equal to CA Minimum Tax Pay Period plus CA Tax Prorated Pay
Period.
If Pay Schedule is Biweekly, set CA Tax Liability equal to CA Tax Pay Period times 27.
If Pay Schedule is Semi-monthly, set CA Tax Liability equal to CA Tax Pay Period times 24.
If Pay Schedule is Monthly, set CA Tax Liability equal to Ca Tax Pay Period times 12.
Round-off CA Tax Liability to two decimal places.
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Appendix G: Calculate CA Tax To Be Withheld
The CA State Tax Tables for the current year are used as reference in order to calculate the
CA Tax To Be Withheld.
If the Pay Schedule is Biweekly, use the Biweekly CA State Tax Tables.
If the Pay Schedule is Semi-monthly, use the Semi-monthly CA State Tax Tables.
If the Pay Schedule is Monthly, use the Monthly CA State Tax Tables.
If Pay Schedule is Biweekly, set Taxable Wages Pay Period equal to Taxable Wages divided
by 27.
If Pay Schedule is Semi-monthly, set Taxable Wages Pay Period equal to Taxable Wages
divided by 24.
If Pay Schedule is not Biweekly, set Taxable Wages Pay Period equal to Taxable Wages
divided by 12.
Use the Low Income Table (Table A) and CA Withholding Status to determine if the
employee is classified as low income and should owe no CA state tax. If so, set CA Tax To
Be Withheld to zero and skip all calculations that follow. If the Taxable Wages Pay Period is
less than or equal to the Low Income amount in Table for the CA Withholding Status, the
employee is considered low income. If CA Withholding Status is ‘Married’ and CA
Allowances is zero or one, use the ‘Married 0 & 1’ amount in the table. If CA Withholding
Status is ‘Married’ and CA Allowances is two or more, use the ‘Married 2+’ amount in the
table.
Use the Standard Deduction Table (Table C) and CA Withholding Status to determine the
Standard Deduction Pay Period. If CA Withholding Status is ‘Married’ and CA Allowances
is zero or one, use the ‘Married 0 & 1’ amount in the table. If CA Withholding Status is
‘Married’ and CA Allowances is two or more, use the ‘Married 2+’ amount in the table.
If CA Additional Allowances is zero, then set Itemized Deduction Pay Period to zero. Skip
the calculation for determining Itemized Deduction Pay Period.
Use the Itemized Deduction Table (Table B) and CA Additional Allowances to determine the
Itemized Deduction Pay Period. Set Itemized Deduction Pay Period equal to the
corresponding amount in the Itemized Deduction Table for CA Additional Allowances. If
CA Additional Allowances is greater than 10, multiply CA Additional Allowances by the
amount that is corresponding to CA Additional Allowances of 1.
Set CA Adjusted Wages Pay Period equal to Taxable Wages Pay Period minus Standard
Deduction Pay Period minus Itemized Deduction Pay Period.
Use the Tax Rate Table (Table E) and CA Withholding Status in order to determine the CA
Wages Minimum Tax Pay Period and CA Wages Tax Prorated Pay Period. CA Withholding
Status will determine the type of Tax Rate Table (Table E) to use (whether Tax Rate Table
for Single, Tax Rate Table for Married, or Tax Rate Table for Head of Household).
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Set CA Wages Minimum Tax Pay Period equal to the Tax Amount whose Minimum Income
is closest to the CA Adjusted Wages Pay Period.
Set CA Wages Tax Prorated Pay Period equal to the corresponding Tax Percent (of the
Minimum Income that is closest to the CA Adjusted Wages Pay Period) multiplied by the
difference of CA Adjusted Wages Pay Period minus the Minimum Income.
If CA Allowances is zero, then set Tax Credits Pay Period to zero. Skip the calculation for
determining Tax Credits Pay Period.
Use the Tax Credits Table (Table D), CA Withholding Status, and CA Allowances to
determine the Tax Credits Pay Period. Set Tax Credits Pay Period equal to the corresponding
amount in the Tax Credits Table for the CA Allowances and CA Withholding Status. If CA
Allowances is greater than 10, multiply CA Allowances by the amount that is corresponding
to CA Allowances of 1.
Set CA Wages Tax Pay Period equal to CA Wages Minimum Tax Pay Period plus CA
Wages Tax Prorated Pay Period minus Tax Credits Pay Period.
Set CA Tax Remaining To Be Withheld equal to CA Wages Tax Pay Period times Number
of Pay Days Remaining.
Set CA Tax To Be Withheld equal to CA Tax Withheld Year-to-date plus CA Tax
Remaining To Be Withheld.
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Appendix H: Mock-up of Federal and California State Income Tax Withholding
Worksheets Page
UC For Yourself : Federal and California State
Income Tax Withholding Worksheets
Introduction
If you are not sure how many withholding allowances you are entitled to claim for
federal and state taxes, you may want to use the online calculator by clicking here,
or if you want to print the worksheets and fill them out, follow the instructions
below.
The worksheets provided here are facsimiles of the UC W4/DE4 paper versions.
You can use your calculated values from these worksheets to specify the values
on-line.
The worksheets give instructions to write your selections on specific line numbers
of the UC W4/DE4 form. When using the web application, you should enter your
selections on the corresponding lines of the Change Your Tax Withholding
Information Page.
The documents listed below are saved in the Adobe Acrobat Reader format. In
order to properly read and print these documents, you need to have the reader
installed. If you do not, you can download the reader directly from Adobe's
Acrobat Reader site.
Worksheets
Document
Description
Federal Worksheet
Federal Tax Withholding Worksheet (Yellow Form)
from UC W4/DE 4 [size=435KB]
State Worksheet
CA State Tax Withholding Worksheets (Green
Form) from UC W4/DE 4 [size=745KB]
Please email the UC For Yourself help desk if you are having problems with the UC For
Yourself application: uc4help@ucop.edu
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Appendix I: Mock-up of Help Page for Withholding Allowance Calculator Start Page
UC For Yourself Help: Withholding
Allowance Calculator Start
The Withholding Allowance Calculator Start page gives you
an overview of the application. It tells you what the
Calculator can do and the tax information needed for
calculation. It also provides you with the IRS publications
detailing more information regarding withholding allowances.
The page contains a link to the IRS website for retrieving the
IRS publications.
By clicking the ‘Acknowledge’ button on the Withholding
Allowance Calculator Start page, you accept responsibility as
an employee of UC to truthfully supply tax withholding
information.
View contact information for additional assistance
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Appendix J – Mock-up of Help Page for Withholding Allowance Calculator, Federal
Filing Status Page
UC For Yourself Help: Withholding
Allowance Calculator, Federal Filing Status
Introduction
The Withholding Allowance Calculator, Federal Filing Status page
prompts you to enter your federal tax filing status and allows you
to indicate if someone else can claim you as a tax dependent.
The page provides pop-up information that explains in more detail
the following terms:

Head of Household

Qualifying Widow(er)
Edits
An error message will be displayed if you specify a federal filing
status of ‘Married filing jointly’ and you can be claimed as a
dependent on someone else’s return.
View contact information for additional assistance
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Appendix K – Mock-up of Help Page for Withholding Allowance Calculator,
Dependents and Credits Page
UC For Yourself Help: Withholding
Allowance Calculator, Dependents and
Credits
Introduction
The Withholding Allowance Calculator, Dependents and Credits
page prompts you to enter your tax dependents, child and
dependent care credits (qualifying persons and expenses), child tax
credit, and other tax credits (for example: education credits,
adoption credit, mortgage interest credit).
The page provides pop-up information that explains in more detail
the following terms:

Child and Dependent Care Credit

Child Tax Credit

Other Tax Credits
Edits
An error message will be displayed for entered values that do not
pass the following edits:

The Number of Dependent Care Persons cannot be greater
than the Number of Dependents.

When the Number of Dependent Care Persons is zero, the
Dependent Care Amount must be zero.

The Number of Child Tax Credit Persons cannot be greater
than the Number of Dependents.
View contact information for additional assistance
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Appendix L – Mock-up of Help Page for Withholding Allowance Calculator, Income
and Adjustments Page
UC For Yourself Help: Withholding
Allowance Calculator, Income and
Adjustments
Introduction
The Withholding Allowance Calculator, Income and Adjustments
page prompts you to enter your earned and unearned income,
retirement contribution amount, and adjustments to income (for
example: alimony, deductible IRA contribution, education loan
interest).
The page provides pop-up information that explains in more detail
the following terms:

Tax-Deferred Retirement Plan

Earned Income
Edits
An error message will be displayed for entered values that do not
pass the following edits:

Total wages, salary, and tips must be greater than zero.

When the number of jobs held is more than one, both the
total pay of the lowest paying job and the total pay of the
highest paying job must be greater than zero.

The total pay of the lowest paying job cannot be greater
than the total pay of the highest paying job.
View contact information for additional assistance
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Appendix M – Mock-up of Help Page for Withholding Allowance Calculator,
Deductions Page
UC For Yourself Help: Withholding
Allowance Calculator, Deductions
Introduction
The Withholding Allowance Calculator, Deductions page prompts
you to enter your itemized deductions such as medical and dental
expenses, state and local income taxes, property taxes, interest
paid, gifts to charity, casualty and theft losses, job expenses, and
other miscellaneous deductions.
The page provides pop-up information that explains in more detail
the following terms:

Most Other Miscellaneous Deductions

Other Miscellaneous Deductions
Edits
An error message will be displayed when the total of the estimated
itemized deductions you entered does not exceed your federal
standard deduction.
View contact information for additional assistance
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Appendix N – Mock-up of Help Page for Withholding Allowance Calculator,
Calculation Results Page
UC For Yourself Help: Withholding
Allowance Calculator, Calculation Results
The Withholding Allowance Calculator, Calculation Results page
displays the results of the calculation based on the information you
have entered. If the calculated recommendations do not match
your current withholding allowances and additional withholding
amounts, the page displays the recommended values. Otherwise,
the page does not display the recommended values. In both cases,
you can update your tax withholding information with the
recommended values by clicking the ‘Continue’ button. This
action will lead you to the Change Your Tax Withholding
Information page.
The page gives you a summary of the information you have
entered. It gives you the ability to change any of the information
by clicking on the item and returning you to the page where the
item is found.
View contact information for additional assistance
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Appendix O – Mock-up of Help Page for Withholding Allowance Calculator, California
Tax-Related Information Page
UC For Yourself Help: Withholding
Allowance Calculator, California TaxRelated Information
Introduction
The California Tax-Related Information page prompts you to enter
your California tax filing status, California tax withheld year-todate, pay schedule, number of pay days remaining for the year, and
the California tax credit amount you are claiming.
The page provides pop-up information that explains in more detail
the following terms:

Number of Pay Days
Edits
An error message will be displayed for entered values that do not
pass the following edits:

Only positive whole numbers can be entered in the
following fields: CA Tax Withheld Year-to-Date, CA Tax
Credit Amount, and Number of Pay Days Remaining.

The number of pay days remaining cannot exceed 27.

The number of pay days remaining cannot exceed 12 when
the pay schedule is monthly.

The number of pay days remaining cannot exceed 24 when
the pay schedule is semi-monthly.

The number of pay days remaining cannot exceed 27 when
the pay schedule is biweekly.
View contact information for additional assistance
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Appendix P – Mock-up of About UC For Yourself Page
About UC for Yourself
UC For Yourself is a web-based application that allows you, a
faculty or staff member of the University of California, to update
and/or access a variety of information For Yourself, about yourself.
After you have logged in, you may:

update your name, home address, home phone number, and
disclosure flag values.

calculate your recommended tax withholding allowances and
additional withholding amounts.

update your tax withholding information.

view your current employment status.

view your pay stub information.

change your PIN as well as set additional UCFY security features.
View contact information for additional assistance
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Appendix Q – Mock-up of UC For Yourself: What’s New Page
UC For Yourself : What's New
The newest feature in UC For Yourself is the ability to view your pay
stub information on-line. Information on your earnings, deductions,
and University contributions are available on-line soon after your
campus runs a compute cycle. In some cases, pay information may be
available for viewing before you receive your check or before your
net pay is directly deposited to your bank account. Note that the
display of pay data on this site is for information only, and does not
constitute a guarantee that funds will be available.
Another new feature enables you to calculate your recommended
federal and California tax withholding allowances and additional
withholding amounts.
View contact information for additional assistance
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Appendix R – Mock-up of UC For Yourself Help: Home Page
UC For Yourself Help : Home
Introduction
The Home Page serves as the "application menu" page for UC For Yourself. From this page
you may select options to:

Update Your Personal Information - this allows you to review and/or update your
name, home address, home phone number, as well as a series of disclosure flags.

Calculate and Update Your Tax Withholding Information - this allows you to do
several tax related activities:

Calculate your recommended federal and California tax withholding
allowances and additional withholding amounts

Update your tax withholding information

Claim exemption from federal and California state tax withholding

Verify Your UC Employment- this allows you to view your current employment
status.

View Your UC Pay Advice - this allows you to review your pay stub information,
including earnings, taxes, benefits and other deductions, and net pay.

Update Your Security including PIN - this allows you to change your PIN, designate
an email address to receive UC For Yourself confirmations, and designate a "personal
question" and corresponding "personal answer" to be added to the list of questions
posed on the Forgot PIN function.

Access Your Benefits Online - this allows you to access the Your Benefits Online site.
The Home page also provides links to information about UC For Yourself regarding “What’s
New”, “System Requirements”, and “Site Availability”.
The Your Comments & Suggestions link allows you to provide feedback about the application.
Clicking on Logout will cause the UCFY application to end your session. Since your browser
may retain some of the personal information viewed and entered during your session, it is
recommended that you close your browser once you have logged out.
View contact information for additional assistance
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Appendix S – Mock-up of UC For Yourself Help: Current Tax Withholding
Information Page
UC For Yourself Help: Current Tax
Withholding Information
The Current Tax Withholding Information page shows your current
tax withholding information. It displays your federal and state tax
marital status, federal personal allowances, state regular withholding
allowances, state additional withholding allowances, and federal and
state additional tax withholding.
The buttons on the page will allow you to do the following:

Calculate your recommended federal and California tax
withholding allowances and additional withholding amounts

Change your tax withholding information

Claim exemption from federal and California state tax withholding

Obtain a form to claim exemption from California state tax
withholding because you are a non-resident of California
View contact information for additional assistance
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