2019 SWT
Instructions for California State tax rates. Follow the instructions in this document to update the California State Tax tables in the Connect Payroll application with the California State Withholding Tax Rates.
In this Topic Hide
Step 1: Load the state withholding rates
California Head of Household Withholding Tax Rates
California Married 0 or 1 Withholding Tax Rates
California Married 2 or More Withholding Tax Rates
California Single Withholding Tax Rates
Step 2: Verify the tax calculation formula
Step 3: Verify the calculation settings
Head of Household - California State Withholding
Married 0 or 1 - California State Withholding
Married 2 or More - California State Withholding
Use the amounts displayed in the following table to update the Calculation table with the state withholding rates and modifiers.
In this section...
Table 1: 2019 California State Withholding - Head of Household
Line No |
Not Over |
Tax Amount |
Tax Rate |
1 |
17,099.00 |
- |
1.10% |
2 |
40,512.00 |
188.09 |
2.20% |
3 |
52,224.00 |
703.18 |
4.40% |
4 |
64,632.00 |
1,218.51 |
6.60% |
5 |
76,343.00 |
2,037.44 |
8.80% |
6 |
389,627.00 |
3,068.01 |
10.23% |
7 |
467,553.00 |
35,116.96 |
11.33% |
8 |
779,253.00 |
43,945.98 |
12.43% |
9 |
1,000,000.00 |
82,690.29 |
13.53% |
10 |
99,999,999.99 |
112,557.36 |
14.63% |
Do this...
1. Open Connect Payroll > Organization > Calculation Tables.
2. Click California Head of Household Withholding Tax Rates.
3. Enter the Not Over amount for the first row.
4. Enter the Tax Amount.
5. Enter the Tax Rate.
6. When you press Enter, the cursor displays in the Tax Rate field.
The next row of information displays.
7. Repeat steps 1 to 6 until the calculation table looks like this...
CA Head of Household Calculation Table
8. Click the Modifiers 1–10 tab.
9. Change the Personal Exemptions to 0.00
10. Change the Exemption Allowance to 129.80
11. Change the Estimated Deduction Amount to 1,000.00
12. Change the Low Income Exemption to 29,146.00
13. Change the Standard Deduction Amount to 8,802.00
It will look like this when you’re done...
CA Head of Household Modifiers
Updated 2019Jan02
Table 2: 2019 California State Withholding - Married 0 or 1
Line No |
Not Over |
Tax Amount |
Tax Rate |
1 |
17,088.00 |
- |
1.10% |
2 |
40,510.00 |
187.97 |
2.20% |
3 |
63,938.00 |
703.25 |
4.40% |
4 |
88,754.00 |
1,734.08 |
6.60% |
5 |
112,170.00 |
3,371.94 |
8.80% |
6 |
572,984.00 |
5,432.55 |
10.23% |
7 |
687,576.00 |
52,573.82 |
11.33% |
8 |
1,000,000.00 |
65,557.09 |
12.43% |
9 |
1,145,961.00 |
104,391.39 |
13.53% |
10 |
99,999,999.99 |
124,139.90 |
14.63% |
Do this...
1. Open Connect Payroll > Organization > Calculation Tables.
2. Click California Married 0 or 1 Withholding Tax Rates.
3. Enter the Not Over amount for the first row.
4. Enter the Tax Amount.
5. Enter the Tax Rate.
6. When you press Enter, the cursor displays in the Tax Rate field.
The next row of information displays.
7. Repeat steps 1 to 6 until the calculation table looks like this...
CA Married 0-1 Calculation Table
8. Click the Modifiers 1–10 tab.
9. Change the Personal Exemptions to 0.00
10. Change the Exemption Allowance to 129.80
11. Change the Estimated Deduction Amount to 1,000.00
12. Change the Low Income Exemption to 14,573.00
13. Change the Standard Deduction Amount to 4,401.00
It will look like this when you’re done...
CA Married 0-1 Modifiers
Updated 2019Jan02
Table 3: 2019 California State Withholding - Married 2 or More
Line No |
Not Over |
Tax Amount |
Tax Rate |
1 |
17,088.00 |
- |
1.10% |
2 |
40,510.00 |
187.97 |
2.20% |
3 |
63,938.00 |
703.25 |
4.40% |
4 |
88,754.00 |
1,734.08 |
6.60% |
5 |
112,170.00 |
3,371.94 |
8.80% |
6 |
572,984.00 |
5,432.55 |
10.23% |
7 |
687,576.00 |
52,573.82 |
11.33% |
8 |
1,000,000.00 |
65,557.82 |
12.43% |
9 |
1,145,961.00 |
104,391.39 |
13.53% |
10 |
99,999,999.99 |
124,139.90 |
14.63% |
Do this...
1. Open Connect Payroll > Organization > Calculation Tables.
2. Click California Married 2+ Tax Rates.
3. Enter the Not Over amount for the first row.
4. Enter the Tax Amount.
5. Enter the Tax Rate.
6. When you press Enter, the cursor displays in the Tax Rate field.
The next row of information displays.
7. Repeat steps 1 to 6 until the calculation table looks like this...
CA Married 2+ Calculation Table
8. Click the Modifiers 1–10 tab.
9. Change the Personal Exemptions to 0.00
10. Change the Exemption Allowance to 129.80
11. Change the Estimated Deduction Amount to 1,000.00
12. Change the Low Income Exemption to 29,146.00
13. Change the Standard Deduction Amount to 8,802.00
It will look like this when you’re done...
CA Married 2+ Modifiers
Updated 2018Jan02
Table 4: 2019 California State Withholding - Single
Line No |
Not Over |
Tax Amount |
Tax Rate |
1 |
8,544.00 |
- |
1.10% |
2 |
20,255.00 |
93.98 |
2.20% |
3 |
31,969.00 |
351.62 |
4.40% |
4 |
44,377.00 |
867.04 |
6.60% |
5 |
56,085.00 |
1,685.97 |
8.80% |
6 |
286,492.00 |
2,716.27 |
10.23% |
7 |
343,788.00 |
26,286.91 |
11.33% |
8 |
572,980.00 |
32,778.55 |
12.43% |
9 |
1,000,000.00 |
61,267.12 |
13.53% |
10 |
99,999,999.99 |
119,042.93 |
14.63% |
Do this...
1. Open Connect Payroll > Organization > Calculation Tables.
2. Click California Single Withholding Tax Rates.
3. Enter the Not Over amount for the first row.
4. Enter the Tax Amount.
5. Enter the Tax Rate.
6. When you press Enter, the cursor displays in the Tax Rate field.
The next row of information displays.
7. Repeat steps 1 to 6 until the calculation table looks like this...
CA Single Calculation Table
8. Click the Modifiers 1–10 tab.
9. Change the Personal Exemptions to 0.00
10. Change the Exemption Allowance to 129.80
11. Change the Estimated Deduction Amount to 1,000.00
12. Change the Low Income Exemption to 14,573.00
13. Change the Standard Deduction Amount to 4,401.00
It will look like this when you’re done...
CA Single Modifiers
Updated 2019Jan02
Update the calculation formula to use the new formula to calculate the state withholding rates.
Do this...
1. Open Connect Payroll > Organization > Calculation Formulas.
2. Select the California State Withholding formula.
3. Click the Calculation Formula tab.
4. Click Select.
Select button
The Replace Formula dialog box displays.
Replace Formula dialog box
6. Select California State Withholding.
Import Master list
7. Click OK.
The latest version of the calculation formula that is saved in the application displays on the screen.
California State Withholding Over the Limit Master Formula
8. Review the calculation formula carefully.
You’ll want to make sure the calculation formula in the Payroll application looks exactly like the calculation formula, shown below.
Var1 = IIF(WagesCurrPer <= Modifier4, 0,WagesCurrPer)
Var2 = Max(0, Var1 - (Modifier3 * CurrentAdditionalExemptions))
Var3 = Max(0, Var2 - Modifier5)
Var4 = Table(Var3)
Result = Max(0, Var4 - (CurrentExemptions * Modifier2))
Does the formula in Payroll match the formula shown above?
Yes, it matches. That’s good news.
No, it doesn’t match. Copy and paste the formula, displayed above, into the Formula field.
Why can't I click any
buttons? Check the Restricted Fields button on the toolbar. If
it looks like a locked padlock, you'll need to click on the Restricted
Fields button to unlock the restricted fields.
Restricted Fields button
on the toolbar
To learn more, see the help topic titled How do I edit
a restricted field?
9. Click Save.
You have finished updating the tax calculation formula for California State Withholding.
Updated 2018Jan03
Link the SWT calculation (Connect Payroll > Organization > Calculations) to the calculation formula, calculation table, and pay code type.
In this section...
1. Open Connect Payroll > Organization > Calculations.
2. Use the field titled Calculation Name to enter: Head of Household - California State Withholding
Calculation Name in Calculations
3. Verify the Abbreviated Calculation Name: Head/House - CA SWT
Abbreviated Calculation Name in Calculations
4. Select the Calculation Formula: California State Withholding
Calculation Formula in Calculations
5. Select the Calculation Table: CA Head of Household
Calculation Table in Calculations
6. Select the Pay Code Type: State Withholding
Pay Code Type in Calculations
Updated 24Jan2018
1. Open Connect Payroll > Organization > Calculations.
2. Use the field titled Calculation Name to enter: Married 0 or 1 - California State Withholding.
Calculation Name in Calculations
3. Verify the Abbreviated Calculation Name: Married 0-1 - CA SWT
Abbreviated Calculation Name in Calculations
4. Select the Calculation Formula: California State Withholding
Calculation Formula in Calculations
5. Select the Calculation Table: CA Married 0-1
Calculation Table in Calculations
6. Select the Pay Code Type: State Withholding
Pay Code Type in Calculations
Updated 24Jan2018
1. Open Connect Payroll > Organization > Calculations.
2. Use the field titled Calculation Name to enter: Married 2 or More - California State Withholding
Calculation Name in Calculations
3. Verify the Abbreviated Calculation Name: Married 2+ - CA SWT
Abbreviated Calculation Name in Calculations
4. Select the Calculation Formula: California State Withholding
Calculation Formula in Calculations
5. Select the Calculation Table: CA Married 2+
Calculation Table in Calculations
6. Select the Pay Code Type: State Withholding
Pay Code Type in Calculations
Updated 24Jan2018
1. Open Connect Payroll > Organization > Calculations.
2. Use the field titled Calculation Name to enter: Single - California State Withholding
Calculation Name in Calculations
3. Verify the Abbreviated Calculation Name: Single - CA SWT
Abbreviated Calculation Name in Calculations
4. Select the Calculation Formula: California State Withholding
Calculation Formula in Calculations
5. Select the Calculation Table: CA Single
Calculation Table in Calculations
6. Select the Pay Code Type: State Withholding
Pay Code Type in Calculations
Updated 24Jan2018
Check the pay code that calculates the state withholding tax to make sure it is set up correctly and it will round amounts to the nearest dollar.
Do this...
1. Open Connect Payroll > Organization > Pay Codes.
2. Use the field titled Pay Code to enter the State Withholding Pay Code.
Usually, the pay code for state withholding tax is pay code 77-00.
3. Click to select the Employee tab.
4. Click to select the Employee subtab.
5. Click to select the checkbox titled Round Amounts to Nearest Dollar.
The Round Amounts to Nearest Dollar checkbox should be selected on the Employee subtab, like this...
Round Amounts to Nearest Dollar in Pay Codes
Note: This screenshot shows the Round Amounts to Nearest Dollar checkbox on the Employee subtab. The rest of the options on pay code 77-00 State Withholding Tax will be set up for your state's withholding tax and may not look exactly like the fields that are shown here.
6. Click Save (CTRL+S).
The state withholding pay code is set up correctly. You’re done!
2019Jan07