Montana State Tax Update

We just released a new update for all customers with employees working in the state of Montana. The state of Montana is changing their state tax MW-4 requirement beginning January 1, 2024. As a result, we’ve updated the state tax withholding field to include the required filing status field.

The following values will now appear in the drop-down:

1. Single or married filing separately
2. Married filing jointly or qualifying surviving spouse
3. Head of household

Additionally, a new Reduced Withholding field has been added.

Important Note: Payrolls with a pay date after January 1, 2024 will be blocked until this information is completed for each employee located in Montana.

As always, we love your feedback! To provide product feedback on this feature and more, head over to our product feedback page and let us know how we’re doing.