How do I set up an employee list with W-4 information?
Set up the taxes section in the employee list to show W-4 information. The employee list in version 2022.05 and earlier, included a section for taxes but it didn't include W-4 information. In version 2022.08, includes these report columns:
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[Report].Federal additional withholding
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[Report].Federal deductions
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[Report].Federal exemptions
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[Report].Federal extra amount
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[Report].Federal marital status
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[Report].Federal other dependents
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[Report].Federal other income
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[Report].Federal unemployment
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[Report].Federal withholding
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[Report].CO annual withholding amount (Shows the Colorado (CO) annual withholding amount.)
Adding W-4 information
1. Open Connect Payroll > Reports > Employee List.
2. Use the Section menu to select Taxes.
3. Click Select Columns .
4. Move the W-4 report columns to the Selected Columns list and then click OK.
If you want to follow the existing report format, insert <Blank>, insert <Text> and then insert the report column.
Selection window
5. Set up the column properties.
The Column tab shows the column properties for formatting the report column. The options are specific to the report column so the Column tab will only display the properties for the selected report column.
Column properties
You may need to adjust the column width or change the page orientation to make the report fit the page size.
6. If the report columns aren't in the right order, click on a report column and then use the up or down arrows to move it to the right place.
7. Click Save (CTRL+S).
8. Click Save As New Report, enter a report definition name, and then click OK.
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