| Table of Contents |
|---|
...
In this example, the residence state is taken as California. The New Hire must enter all the information that is applicable to him/her.
|
If Filing Status is left blank, the following error message displays on the page.
|
Enter allowances or exemption whichever is applicable. If both are left blank the following error message displays on the page.
|
The allowances that are entered in 1a & 1b adds up to 1c. You cannot enter the value directly in 1c as the field is not editable.
|
The value in 1a is required. If 1b is left blank, the value entered in 1a shows in 1c.
|
If invalid values are entered in 1a or 1b, then the following error message displays on the page.
|
'0' is also a valid entry in 1a.
|
If exemption is applicable, then select the check box #3 or #4.
|
If exemption from withholding (option #3 or #4) is selected, then the other fields (#1 & #2) will not be editable as shown below:
...
...
|
When exemption is entered, the following warning message displays on the page when electronically signing the form. Click "Yes" on the message to continue submitting the form with tax exemption.
...
...
|
In case, you want to navigate back and make changes to the form, click on the "No" option.
|
This confirms the form has not been The following message confirms that your form is not saved and you can revise your form entries. Click "Close"Close the message and revise your entries.
|
Make changes to your entries as required, and then sign the form. If you have chosen option #3 or #4, you will once again see the confirmation message for tax exemption. Choose "Yes" to complete and continue to the next activity or "No" to go back to the form and make changes again.
|
The tax data entered on the tax forms can be edited until New Hire's submits their process forms are submitted to HR. Before completing "Submit to HR" the candidate activity, you can revise the forms and edit them in case if corrections are needed.
To edit the formforms, they can click on the "Edit" button on located at the bottom of the respective form.For For more details on editing the form, please refer to "Can you edit the tax forms that are already completed?" section.
...
That means, if one of these territory states is selected in residence or work location address, then the Federal and State tax withholdings forms do not show in the payroll activities of the New Hire onboarding.
Note: If system is integrated with HRMS database, the tax data will not be pushed to HRMS database on system update for employees whose residence or work state is GU/VI/AS.
Few examples are given below:
Example 1: When Residence State = California, Work State = Guam
| Residence State = California |
|---|
|
...
| Tax Forms do not show in New Hire's payroll activities |
|---|
|
Example 2: When Residence State = U.S. Virgin Island, Work State = California
| Residence State = U.S. Virgin Island |
|---|
|
...
| Tax Forms do not show in New Hire's payroll activities |
|---|
|
Example 3: When Residence State = American Samoa, Work State = Guam
| Residence State = American Samoa |
|---|
|
| Work State = Guam |
|---|
|
| Tax Forms do not show in New Hire's payroll activities |
|---|
|
Example 4: When Residence State = Texas, Work State = Guam
| Residence State = Texas |
|---|
|
| Work State = Guam |
|---|
|
| Tax Forms do not show in New Hire's payroll activities |
|---|
|
Example 5: When Residence State = Virgin Islands, Work State = Florida
| Residence State = Virgin Islands |
|---|
|
| Work State = Florida |
|---|
|
| Tax Forms do not show in New Hire's payroll activities |
|---|
|
...
How to download Tax Withholding forms?
To download the unsigned attachment of the Tax Withholding form, click on the 'Download Document(s)' gadget provided at the right bottom corner of the page.
...
What are the states that use the Federal Form W-4 for state tax purposes?
The following US states use the Federal Form W-4 for the state income tax purposes:
- Colorado (optional)
- New Mexico
- North Dakota
- Utah
Note: Prior to year 2022, Colorado state also used Federal W-4 form for their state tax withholding. But year 2022 onwards, a new Colorado Employee Withholding Certificate (Form DR 0004) is available for Colorado state tax purpose. Employees can choose to complete the new Colorado Employee Withholding Certificate (Form DR 0004) or use Federal Form W-4 for their state tax withholding. For more details on completing Colorado DR 0004 form, please click here.
To access the above state tax forms, please click here.
Anchor edittax edittax
Can you edit the tax forms that are already completed?
| edittax | |
| edittax |
The completed tax forms are available for editing until the New Hire's process is submitted to HR. Before "Submit to HR" the candidate can revise the forms and edit them in case if corrections are needed.
Click on "Edit Form" button given located at the bottom of the completed form.
...
This opens the form in edit mode. Make the changes as required, click check box the checkbox to certify and click on "Electronically Sign".
...