Employee Information - Federal Tax Tab

Access this tab using Maintain>Payroll>Employee Information.

Use this tab to enter the employee's federal tax information.

 

Filing Status Single, Married, Head of Household: Select a marital status of single, married, or head of household for this employee. This information is for Federal Income Tax purposes only.

Nonresident Alien: Check this box if the employee is a Nonresident alien.

Exempt from Withholding: Check this box if the employee is exempt from federal tax withholding.

Employee completed W-4 Prior to 2020: Select if the W-4 for the employee was filled out prior to 2020.

Note: Some states utilize the federal W-4 to calculate state withholding. If the employee has completed their W-4 in 2020 and forward, this setting may affect the state tax withholding calculations for such states.

W-4 2020 and Forward

Fill out these fields if the employee completed their W-4 in 2020 or after.

Multiple Jobs: Select if the employee is employed at multiple jobs.

Dependent Amount: Enter the amount the employee claims for their dependents.

Other Income Amount: Enter the amount of other income the employee claims.

Deduction Amount: Enter the amount of deductions the employee claims.

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

W-4 Prior to 2020

Fill out these fields if the employee completed their W-4 prior to 2020.

Number of Withholding Allowances: Enter the number of Federal Income Tax exemptions.

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