To review your current Income Tax settings:
- Select the hamburger menu
icon in the top left
- Select the my info
icon, then navigate to My Pay > Tax Information
- Here you will find your Federal Income Tax (FIT) and State Income Tax (SIT) settings, this includes the Filing Status, # of Allowances, and any Additional Withholding $ or %
To submit a new Withholding Form to update your Federal/State Income Tax settings:
- From your dashboard, hover over the My Pay icon and select the link My Withholding Forms
- All previously submitted forms can be found in a list here along with their Status:
- New - The form has not been completed/submitted
- Employee Completed - The form has been completed by you and submitted to administrators for processing
- Processed - The form has been processed by administrators and your tax settings have been updated
- Rejected - The form has been rejected by administrators and your tax settings will NOT be updated
- Click the button
on the right to add a new form
- Click
next to the form you’d like to submit to update your tax settings (depending on your state, there may be more forms listed)
- W-4: Federal form to update the Federal Income Tax (FIT) settings
- DE4: California state form to update the State Income Tax (SIT) settings
- You will need to submit EACH form separately to update both SIT & FIT taxes, if only one form is submitted only that tax setting will be updated
- The form will auto populate your basic information like First Name, Last Name, Address, and Social Security Number the remaining information you will need to enter before submitting the form
- W-4
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- Select your Filing Status in Step 1, Section C (Single or Married filing separately, Married filing jointly, or Head of household)
- Complete Steps 2-4 ONLY if they apply to you; otherwise skip to ‘Submit Withholding Form’
- Step 2 Multiple Jobs or Spouse Works
- Step 3 Claim Dependents (this is now a $ value rather than # of allowances)
- Step 4 Other Adjustments (Other Income, Deductions, or Extra Withholding)
- If you do not want FIT deducted, select “Exempt” in the dropdown below Box 4(c)
- This will still calculate your wages as taxable to appear on your W-2, but you will not have FIT deducted from your check
- The dropdown is also used to identify “Non Resident Alien” (NRA) settings
- This will still calculate your wages as taxable to appear on your W-2, but you will not have FIT deducted from your check
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- DE4
- DE4
- Select your Filing Status (Single or Married w/ two or more incomes, Married one income, or Head of Household)
- Enter your Number of Allowances in box 1
- Pages 3 and 4 of the DE4 can be used to calculate the # of Allowances if you are unsure what # to enter
- To have an additional amount withheld for SIT on top of the Filing Status/# of Allowances, enter the amount in box 2 (this can be left blank if no additional amount should be withheld)
- If you do not want SIT deducted, check box 3 (this will still calculate your wages as taxable to appear on your W-2, but you will not have SIT deducted from your check)
- Once all the required fields have been entered, click the button
on the right to sign the form electronically and submit it for processing
- Enter your password to sign the form electronically, then select
- Select
in the top left to go back to the previous screen and submit another form or to review all previously submitted forms
- An email notification will be sent to you once the Withholding Form has been processed or rejected by administrators
- Once the status is “Processed” your tax settings will automatically be updated