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Set up employees and payroll items

Update W-4 information

After January 1, 2020, employees who need to update their W-4 information must fill out the new (2020 and later) version of Form W-4.
To update the form, go to
Setup
,
Employees
, then the
Payroll Taxes
 tab.
  • To enter selections for the
    new (2020 and later) Form W-4
    , mark the
    Use 2020 (or newer) W-4
     checkbox and fill out the fields here in the Federal Withholding section.
  • To add or update information in the
    2019 (or prior) Form W-4
    , do NOT mark the checkbox. Select
    2019 (or prior) W-4
     and enter information in the 2019 (or prior) Form W-4 screen.

Enter only
2020 and newer
 federal withholding information in the following fields

  • Use 2020 (or newer) W-4
    : Mark this checkbox only if the employee has submitted a year 2020 or higher W-4 form. For adding or updating 2019 (or prior) Form W-4 information, do NOT mark this checkbox or update the fields in this section.
  • Filing status
    :
    • Head of household
    • Married filing jointly
    • Single or married filing separately (default selection)
  • Two jobs total
    : You can mark this checkbox if only 2 jobs are held at the same time in your household. The standard deduction and tax brackets will be divided equally between the 2 jobs.
  • Claim dependents
    : Enter the amount the employee is claiming for dependents.
  • Other income
    : Enter the amount of any non-job income for which the employee wants tax to be withheld.
  • Deductions
    : Enter the amount of any deductions (other than the standard deduction) that the employee expects to claim.
  • Additional amount
    : Enter any additional tax amount to be withheld for the employee each pay period.
  • Nonresident alien
    : If the employee is a nonresident alien, mark this checkbox. For more information about the nonresident alien tax, see IRS Publication 519.
  • Federal tax exempt
    : If the employee is exempt from federal payroll taxes, mark this checkbox. This won't exclude the employee's wages from the taxable wage amounts included on payroll tax forms.

Enter 2019 or prior federal withholding information

  • 2019 (or prior) W-4
    : Select this button to open the
    2019 (or prior) Form W-4
     screen, where you can view or modify W-4 information for employees hired prior to January 1, 2020.

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll checks, Setup
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