Employee Submitting Tax Updates (New UI)

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 

• • • 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
•  
  • 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