<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=690758617926394&amp;ev=PageView&amp;noscript=1">
Skip to content
Mega Menu_newspaper_438174_24px Payroll Country Blog

Your constant source for helpful, useful, and entertaining content about payroll, human resources or anything else that will help you manage your workforce.

Mega Menu_Video Series_clapper_438174 Video Series

Conversations with experts in a wide range of HR/HCM topics, for the benefit of anyone whose job it is to manage a workforce or take care of people.

Ashley Explains

Our Implementation Manager Ashley Hamilton gives you the facts about tax, labor laws, and a whole lot more.

Unfiltered HR

Our very own Jen Strait and Emily Martin from Ally HR Partners tackle common HR issues and provide practical advice to help you manage your workforce more effectively!

Mega Menu_Demo Video Library_video-player_438174 Demo Video Library

Welcome to our comprehensive - yet growing - library of instructional how-to videos that focus on a variety of functions across our software platforms. Scroll down and filter by category or use the search bar to find exactly what you're looking for.

Mega Menu_Resource LIbrary_book_438174 Resource Library

A robust library of guides, kits and tools designed to educate and support anyone responsible for payroll, HR or managing a workforce of people.

Mega Menu_Employer Guides_user-guide_438174 Employer Guides

An extensive and ever-growing library of super handy employer guides on everything from human resource topics, important Labor Law updates, how to approach payroll for your company's industry, and much more.

Mega Menu_Software Downloads_download_438174 Software Downloads
Software Downloads

Quickly reference and download software platforms, installation guides, middleware and other critical files you may need as a client to properly process critical payroll and HR functions with Complete Payroll. 

Mega Menu_What Is Payroll Country_landscape_438174 What is Payroll Country?

In Payroll Country, people come first, manners aren't optional and a job isn't done until it is. Sure, we're headquartered in a small, rural town. But Payroll Country isn't just where we're from. It's our philosophy of how business should be conducted. Welcome!

Mega Menu_Careers_career_438174 Careers
Careers in Payroll Country

It's not about where we work, it's about how we work. And, more importantly, how we work together.

Mega Menu_Client Referral Program_teamwork_438174 Client Referral Program

Earn payroll credit for bringing your colleagues and friends to Payroll Country!

Mega Menu_Client Testimonials_rating_438174 Client Testimonials

Check out what some of our most loyal clients have to say about their Payroll Country experience, or leave some kind words about your own. 

Understanding the IT-2104 Form

July 11, 2022

Written by Complete Payroll

Understanding the IT-2104 Form banner

The subject of taxes may not be the most engaging, but it’s certainly one that employees need to pay attention to ensure all paperwork is complete and completed correctly. 

Income taxes are withheld in 41 states in addition to federal income taxes. In New York State, the form that will need to be filled out to designate how much needs to be withheld is the IT-2104 Form. 

This form may seem complicated at first glance, but that’s where we can help. In this article, we will break down what employees will need to fill out the form to make sure they are compliant with all state withholding requirements. 

request payroll CTA

W-4 vs. IT-2104

It's easy to feel overwhelmed with all the paperwork when it comes to taxes, and your employees may find themselves confused. It's important to clarify that while both the W-4 and IT-2104 forms need to be completed, they serve different purposes. The W-4 is specifically for federal income tax, while the IT-2104 is the form for state income tax in New York.


Start With the Worksheet

One of the aspects of filling out tax forms that is the most anxiety-provoking is the fear that you made an error somewhere. Before you begin filling out your form, start with your worksheet first. This worksheet is designed to help guide you through all considerations you need to make when designating your withholding amount. When filled out carefully, this worksheet will help ensure you aren’t withholding too much or too little. 


Types of IT-2104 Forms

The IT-2104 form comes in various types, and the specific one you need to fill out will depend on several factors relevant to your individual circumstances. Although the majority of taxpayers will complete the IT-2104 "Employee's Withholding Allowance Certificate," there are other variations that may need to be filled out, such as:

  • IT-2104-E Certificate of Exemption from Withholding
  • IT-2104-IND New York State Withholding Exemption from Withholding for Native Americans
  • IT-2104-MS New York State Withholding Exemption Certificate for Military Service Personnel
  • IT-2104-P Annuitant's Request for Income Tax Withholding (An annuitant is an individual who is entitled to collect the regular payments of a pension or an annuity investment.)
  • IT-2104-SNY Certificate of Exemption from Withholding for START-UP NY Program
  • IT-2104.1 New York State, City of New York, and City of Yonkers Certificate of Nonresidence and Allocation of Withholding Tax

IT 2104 and Payroll

It’s the payroll department's responsibility to get new employees to fill out this form and return it. Once returned, payroll will then send it to the New York State Tax Department.

In the event that an employee fails to complete the IT-2104 form, payroll should opt to withhold taxes from singles with zero allowances. This approach guarantees that the employer remains in compliance by withholding the maximum amount of New York State Taxes, preventing any potential issues.


request payroll CTA

DISCLAIMER: The information provided herein does not constitute the provision of legal advice, tax advice, accounting services or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional legal, tax, accounting, or other professional advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation and for your particular state(s) of operation.

Get The Newsletter

Bi-weekly on Thursdays. We compile HR best practices, labor law updates & other content to help you pay and manage your workforce more effectively.

Complete Payroll Circle Logo
Ready to Make the Move to Payroll Country?

Get a Quote