(USA) Managing W-4 and W-2 Reissue
Pages Used to Manage W-4 and Reissued W-2 Forms
| Page Name | Definition Name | Usage |
|---|---|---|
|
PY_IC_W4_DATA_2020 |
Change tax data. |
|
|
(USA) W-2 Reissue Request Page |
PY_IC_W2_DATA |
Request a new W-2 form and select the delivery address. |
Understanding the W-4 Transaction
Employees can file a new Form W-4 through self service anytime that their tax status changes.
Using the self-service transaction, employees can:
-
Change their federal tax data.
-
Select the company for which they need to change data if they work for multiple companies.
-
Specify an additional withholding amount.
Users are asked to confirm their password after updating the W-4. This functions as an employee's electronic signature. Workflow generates an email to the employee confirming that the change was made.
Note:
The W-4 Withholding Certificate self-service transaction does not work when WWW_AUTHENTICATION is used. With WWW_AUTHENTICATION, users receive a message on the final confirmation page that their password is invalid and are unable to save the W-4 changes. To use the W-4 Withholding Certificate self-service transaction, you must use a different authentication method.