W4 Information

Access this page using Personal>W4 Info.

Use this page to view and request changes to your W4 withholding tax information that was setup in the Payroll module or the HR Management module.

If you want to change something in your W4 withholding tax information, click the Request Change button, enter the correction in the appropriate field, enter your reason for the change in the Reason for Change field, and then click the Submit button. After you submit your request, the system sends your change request to Human Resources staff members for review and approval. Once a HR Staff member has reviewed your request, you should receive a message in your personal Message Center from HR regarding your approved or denied requested change.

Note: You can only change your W4 Federal Withholding Tax information. You cannot edit your State Withholding Tax - State, Filing Status, or Exemptions/Allowances using EWS. You also cannot make any changes to your W4 information entered prior to 2020. If you want to update these items on your W4 information, see your manager, supervisor, or a Human Resources staff member.

To change your W4 Withholding Tax information:

1. Access this page and review your W4 withholding tax information.
2. If you want to update your Federal Withholding Tax information or change the number of withholding allowances, click the Request Change button.
   1. To update your filing status, click the option of your new status in the Filing Status field.

   2. To update your withholding information, enter the new information in the W4 2020 and Forward box.

   3. To update your additional state withholding amount, enter the new information in the State Withholding Tax - Additional Withholding field.
3. If applicable, enter an explanation for why you are requesting the change in the Reason for Change field.
4. Click the Submit button.
5. Click OK to close the confirmation window.

Fields 

Filing Status: Single, Married, Head of Household: The system displays the marital status selected for this employee in the HR Management module. This information is for Federal Income Tax purposes only.

Nonresident Alien: Check this box if you are a Nonresident Alien.

Exempt from Withholding: Check this box if you are exempt from withholding.

Employee completed W4 prior to 2020: Check this box if the information was completed prior to 2020.

W4 Prior to 2020

Number of Withholding Allowances: The system displays the number of Federal Income Tax exemptions entered in the HR Management module.

Additional Withholding: The system displays the additional federal withholding amount entered in the HR Management module. This amount is deducted on a per pay period basis.

W4 2020 and Forward

Multiple Jobs: Check this box if you are employed at multiple jobs.

Dependents Total: Enter the total amount that you claim for your dependents.

Other Income Total: Enter the total amount of other income you earn.

Deductions Total: Enter the total amount of additional deductions you claim.

Additional Withholding: Enter the amount of any additional Federal Income Tax withheld, to be deducted on a per pay period basis.

State Withholding Tax:

• State: The system displays the state or territory code entered in the HR Management module.
• Marital Status: The system displays the marital status entered in the HR Management module.
• Additional Withholding: The system displays the additional state withholding amount entered in the HR Management module.
• Exemptions/Allowances: The system displays the number of exemptions for State Withholding Tax entered in the HR Management module.

Reason for Change: The system displays this box after the Request Change button was selected. If applicable, enter an explanation for why you are requesting the change.

Buttons 

Request Change: Select this button to edit your federal withholding tax information.

Submit: Select this button to send your change request to a HR Staff member. After a HR Staff member has reviewed your request, you should receive a message in your personal Message Center from HR regarding your approved or denied requested change. For more information about your personal Message Center, see Create Message - Personal and Viewing Messages.

Tip: Change requests go to any employee ID with HR Staff timesheet permissions in the HR Management module. For more information about HR Staff timesheet permissions, see Understanding Permissions. For more information about how HR Staff members process employee change requests, see Viewing and Processing Employee Change Requests.