| Table of Contents |
|---|
What are Payroll and Taxes forms?
...
After signing in to your account, select an outstanding task (explained in How does the New Hire access the Onboarding Activities). In any order, go through the different fields in each form.
Federal Tax Withholding
Select one option in 3.
Fill out 5.
Fill out the other lines if they apply to you.
Click the box to confirm accuracy.
Click on Electronic Signature.
...
...
...
Work Location Tax Withholding
The information that needs to be entered varies depending on the state where you work. Also, if your work state does not have state income tax, you will not see this activity.
In this example, the work state is California. Enter all the information that applies to you and click on Electronically Sign.
...
...
Residence Location Tax Withholding
The information that needs to be entered varies depending on the state where you live. Also, if your residence state does not have state income tax, or your residence state is the same as your work state, you will not see this activity.
In this example, the residence state is taken as Maryland. Enter the information and click on the check box to certify. Click on Electronically Sign.
...
...
Pay Check Preferences
Click one option. A different page is displayed next depending on which option you selected.
...
...
...
If you choose Direct Deposit, this is the information that you will need to provide.
Read all of the page, fill it out, acknowledge, and save.
...
...
...
If you choose Check by Mail, this is the form that it leads to.
Select an option where you would like to receive your pay check and click the acknowledgment. Click Save.
...
...
...
Electronic W-2 Acknowledgement
Read the text, then click the checkbox I authorize Electronic W-2s. If you don't want to receive future W2s electronically, don't click the checkbox
Click Electronic Signature.
...
...
...
form
...
By default, the Preparer/Translator value is set as 'No'.
...
.
...
Select one option from #1-4 and fill out any information related to your choice as needed.
Check I Agree and click Electronic Signature.
...
...
...
If you need a help filling the form I-9, select Yes for Preparer/Translator assistance.
A link is populated at the bottom of the Form I-9 page, which directs you to a different page where you can enter the details of a Preparer/Translator.
...
...
Enter the name, phone and email details and click Invite. This sends an email to the Preparer /Translator inviting them to start their onboarding.
...
...
The new user follows a link in the email to create their Smart Onboarding account. Once the credentials are set, the Preparer/Transaltor can login using their credentials and complete the form I-9 Section1 on behalf of the New Hire.
...