The IT-2104 Form is the form to set up employee income tax withholding for New York State.
Every employee must pay federal and state taxes, unless you’re in a state that doesn’t have state income tax - but New York is definitely not one of those states. The W-4 takes care of withholding for federal income tax, and the IT-2104 Form takes care of New York State income tax withholding.
Click the link below to access our free New York State Employee Onboarding Kit - which includes a free download of the IT-2014 Form and instructions for completing it.
All in all, the IT-2104 Form is pretty straightforward. Just give it to your new employee to complete, just like you would the W-4 Form. Once they’re done, there’s a section on the first page for the employer to complete.
If the employee claimed more than 14 allowances, you’ll have to put a checkmark in Box A before sending it into the New York State Tax Department. The address is on the form, but we’ve also provided it below. In most cases, you’ll just be putting a checkmark in Box B, and again sending it into the New York State Tax Department.
If you're hiring an employee, or think you might be soon, check out our comprehensive resource page, Employee Onboarding - A Complete Guide. This is a handy, tightly-packaged outline that presents all the critical hiring and onboarding elements in simple, chronological order.