Before changing payroll withholding, document where you live and physically work and ask your employer to review the applicable state sourcing rules.
Give payroll more than a new mailing address
Provide the actual move date, new work location and expected visits to the former office. Confirm that the employer permits the arrangement and can meet registration and withholding obligations. A mailbox update does not establish an approved work location.
Ask about employer-state sourcing
Some states use convenience-of-the-employer rules in relevant situations. New York’s guidance can treat certain work outside New York as New York-source for a person assigned to a New York office unless applicable requirements are met. Do not assume all remote wages follow the home address.
Keep workday and pay records
Retain the remote-work agreement, office assignment, day log, payslips and withholding changes. Check a year-end wage statement against actual work and residence periods and ask payroll to correct errors through its process.
Review the departure return
The preparer should consider resident-period income, nonresident source income and any available credit. A refund of excess withholding and proof of nonresidence are related but distinct questions.
Escalate the right issue
Support can organize Your Tax Base documents. Payroll handles employer records, and a tax adviser handles sourcing and return positions. Read the remote-work tax guide before estimating savings.
Sources and next steps
- New York: residency, source income and telecommuting
- Florida Statutes section 222.17: evidence of an established domicile
Source review: September 17, 2026. Service support can help organize documents; tax and legal classifications depend on the applicable rules and your facts.