Help CenterEmployee Maintenance (KE0001) → Enter the Employee Number → Click the Tax Information (KE0015) button.
The Employee Tax Information screen has been updated to accommodate the 2020 W-4 form options:
W-4 Form: This drop-down allows you to choose one of the following three options:
- W-4 Prior 2020: Default selection for current employees, who have not filed a new W-4. This option uses the old calculation and cannot be chosen for W-4 forms after 2020.
- W-4 2(c) Unchecked: The employee did not check the box in Step 2(c) in the 2020 W-4 form.
- W-4 2(c) Checked: The employee did check the box in Step 2(c) in the 2020 W-4 form.
Status: The first three options in this field correspond with the options in Step 1(c) on the 2020 W-4 Form.
Note: The Married Single Rate is only used prior to 2020. If you try to select this option with either the “W-4 2(c) Unchecked” or “W-4 2(c) Checked” options selected, an error message will appear:
Claim Dependents (Step 3): Enter the dollar amount from line 3, if applicable.
Other Income (Step 4(a)): Enter the dollar amount from line 4(a), if applicable.
Deductions (Step 4(b)): Enter the dollar amount from line 4(b), if applicable.
Extra Withholding (Step 4(c): Enter the dollar amount from line 4(c) and select $ from the drop-down field, if applicable.
Exemptions: This read-only field is not used with the W-4 form after 2020.
Note: This field will only display data if the employee has not filed a 2020 or later W-4. Once a W-4 after 2020 has been submitted, a message will display, and this data will be cleared.