1. Human Capital Management Self-Service Implementation Guide
  2. Understanding IRS Form W-4 Setup

Understanding IRS Form W-4 Setup

Employees can use self-service to enter, review, and revise W-4 forms. (Release 9.2 Update) The IRS Form W-4, Employee's Withholding Allowance for ESS program (P085303A) provides tabs for Name and Address and the IRS Withholding Calculator.

Note: (Release 9.2 Update) To comply with the changes to IRS Form W-4 with the Tax Cuts and Jobs Act of 2017, the P085303A program points directly to the new version of IRS withholding calculator that will help employees to review withholding allowances. You need to specify the link to the Withholding Calculator on the IRS website in the processing options of the P085303A program.

Employees access the IRS Form W-4, Employee's Withholding Allowance for ESS program by clicking a link on the organization intranet portal. To set up this access, you use the Self-Service Process Flow Setup program (P05400) to create a process flow script. You then link the Self-Service Director program (P05410) version that runs the script to the Web portal. You must set a processing option for the Self-Service Director program that specifies the correct process flow script.

The employee can update name and address information. If the system administrator sets up a link on this form, employees can click the link to display I.R.S. Instructions for the W-4 form. (Release 9.2 Update) The Next and Previous options take the user to the previous or next step that is defined in the Director script. After completing the W-4 form, an employee can print the form.

After changes are made and the employee completes the acceptance form, the system saves the information in the IRS W-4 Form Work File table (F085303W).

(Release9.2 Update) You can also specify a processing option for the telephone number that an employee can use to contact the Social Security Administration to request a name change form.

Note: JD Edwards EnterpriseOne Human Capital Management Employee Self Service 9.1 system no longer uses P053030 (Work with W-4 form). P085303A (Form W-4 Employee withholding Allowance Certificate) is enhanced Employee Self-Service and only W-4 form used in the Self-Service application.