Defining Form W-4 data

  1. Select Payroll Administrator > Resource Maintenance > Resources.
  2. Select and open a resource record.
  3. Click the W-4 Information tab.
  4. Click Create.
  5. Specify a country, if applicable.
  6. Specify this information:
    State
    For a state Form W-4, specify the state. For a federal Form W-4, do not specify the state.
    Resident
    Select this check box if the employee is a resident of the state or country that corresponds to the Form W-4.
    Marital Status
    Specify the employee's marital status.
    Exemptions
    Specify the number of exemptions that the employee takes.
    Additional Amount
    Specify the additional tax amount for the employee.
    Tax Exempt
    Select this check box if the employee is exempt from withholding.
    Tax Provider Formula Number
    Specify the number that identifies the tax provider formula to use for the employee.
  7. If you selected IN in the State field, then specify this information:
    January 1 Live Address Country
    Specify the country in which the employee resided on January 1 of the current year.
    January 1 Live Address Type
    Specify the type of address of the place where the employee resided on January 1 of the current year.
    January 1 Work Address Country
    Specify the country in which the employee worked on January 1 of the current year.
    January 1 Work Address Type
    Specify the type of address of the place where the employee worked on January 1 of the current year.
  8. If you selected AZ in the State field, then specify the Arizona Withholding Percentage.
  9. Click Save.