How do I enter an employee's W-4 information? (Form W-4)
The IRS is releasing a new Form W-4 for 2020. You do not need to update Form W-4 for employees who were hired before 2020. The employee pay code has been updated to include the following fields to support the new 2020 Form W-4.
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Dependents
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Other dependents
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Other income
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Deductions
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Additional withholding
To learn more about the 2020 Form W-4, visit FAQs on the draft 2020 Form W-4.
Watch a video
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Payroll Year-end Checklist. Entering SWT and FWT on the employee pay code. [MP4]
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Learn more about changes to the W-4 fields on a pay code. [MP4]
Updating information on an employee's Form W-4
The employee's W-4 information is stored on the employee pay code in Setup New Employee or Modify Existing Employee. You need to edit the FWT pay code in the employee's file.
Do this...
1. Open Connect Payroll > Employees > Setup New Employee or Modify Existing Employees.
2. Click to select the Pay Codes tab.
Pay Codes tab
The pay codes that are assigned to the employee display on the Pay Codes tab.
Pay Codes tab in Modify Existing Employee
3. Click to select the FWT pay code.
FWT employee pay code
To learn how to add the FWT pay code to an employee, see How do I add a pay code to an employee?
4. Click Toggle Pay Code Detail Display.
Toggle pay code detail display button
The FWT employee pay code detail displays in the pane on the right.
FWT employee pay code detail
5. Add the employee's W-4 information.
Employee's tax information
Dependents
Enter the number of qualifying children under age 17.
Other dependents
Enter the number of other dependents.
Other income
If the employee wants tax withheld for other income they expect this year that won't have withholding, enter the amount of the other income here. This may include interest, dividends, and retirement income. The employee should not include income from any jobs.
Deductions
If the employee expects to claim deductions other than the standard deduction and wants to reduce their withholding, use the IRS Deductions Worksheet, and then enter the result.
Additional withholding
Enter any additional tax the employee wants withheld each pay period.
6. Click Save (CTRL+S).
The employee's W-4 information is saved on the FWT employee pay code.
Do I need to use one form for forms submitted before 2020 and another form forms submitted after 2019?
No, the same withholding tables will be used for both sets of forms. To learn more about the 2020 Form W-4, visit FAQs on the draft 2020 Form W-4.
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