Step 1 Tab
Use this tab to view the Step 1: Personal Information section of the W-4.
Personal Information
Field | Description |
---|---|
(a) First name and middle initial | This field displays the employee's first name and middle initial. |
Last name | This field displays the employee's last name. |
(b) Social security number | Displays the social security number (SSN) for the employee. The employee may change their SSN if the functionality is enabled on the Configure Taxable Entity Settings. |
Address | This section displays the following:
|
Filing Status | Select one of the radio buttons to declare their federal withholding status. This assists in determining the amount of tax withheld from the employee's paycheck. The Exempt from federal taxes option may be selected if the functionality is enabled on the Manage Taxable Entity Settings screen. Options are:
|
I have reviewed the information for Step 1 | The checkbox allows the employee to indicate they have reviewed the information for Step 1. You must select this checkbox in order for the employee to electronically sign the W-4. |
Parent Topic: Tabs of the Federal W-4 Screen