View the Tax Withholding Card

The employee Tax Withholding Card captures multiple levels of employee tax info.

What you want to see	What this includes	How you do it
Employee Form W-4	When an employee accesses their federal tax card info, it displays the info used on their W-4. For those states that follow federal, the filing status defaults to Single 0 if no update was made to that state component. For those states that don't follow federal, the specific state's editable info displays. The employee can perform their updates on these forms for both federal and state withholding.	As the employer, here's how you can view an employee's Tax Withholding card. From My Client Groups, click Payroll. Click Calculation Cards. Search for and select the person. Open their Tax Withholding card for editing. In Withholding Details, select Federal. The PDF file generates, and you can print it as needed. For each state row, click the link to view the State Employee W-4 PDF. If you have granted access to the Tax Withholding task for the employees' roles, here's how they can view their W-4 forms. From their Me page, click Pay. Click Tax Withholding.
Pennsylvania Residency Certificate	The Pennsylvania Residency Certificate form is available from the Me page. This feature enables employees to view and update their own info. The form defaults the employee and employer info such as name, address, social security number, and federal employer identification number (EIN).	As the employer, to view a person's Pennsylvania Residency Certificate, select PA under Withholding Details to view the PDF. How the employee can view their certificate: From their Me page, click Pay. Click Tax Withholding. Click Tax Withholding. Click PA.
Withholding details	You can filter regional components using Withholding Status to limit which records you view. Typically, you view only active components, but you can also view inactive or all components.	Here's how you filter regional components: Open the person' tax card. Under Withholding Details, select a withholding status, such as Active.

What you want to see

What this includes

How you do it

Employee Form W-4

When an employee accesses their federal tax card info, it displays the info used on their W-4.

For those states that follow federal, the filing status defaults to Single 0 if no update was made to that state component.
For those states that don't follow federal, the specific state's editable info displays.

The employee can perform their updates on these forms for both federal and state withholding.

As the employer, here's how you can view an employee's Tax Withholding card.

From My Client Groups, click Payroll.
Click Calculation Cards.
Search for and select the person.
Open their Tax Withholding card for editing.
In Withholding Details, select Federal.

The PDF file generates, and you can print it as needed.
For each state row, click the link to view the State Employee W-4 PDF.

If you have granted access to the Tax Withholding task for the employees' roles, here's how they can view their W-4 forms.

From their Me page, click Pay.
Click Tax Withholding.

Pennsylvania Residency Certificate

The Pennsylvania Residency Certificate form is available from the Me page. This feature enables employees to view and update their own info. The form defaults the employee and employer info such as name, address, social security number, and federal employer identification number (EIN).

As the employer, to view a person's Pennsylvania Residency Certificate, select PA under Withholding Details to view the PDF.

How the employee can view their certificate:

From their Me page, click Pay.
Click Tax Withholding.
Click Tax Withholding.
Click PA.

Withholding details

You can filter regional components using Withholding Status to limit which records you view. Typically, you view only active components, but you can also view inactive or all components.

Here's how you filter regional components:

Open the person' tax card.
Under Withholding Details, select a withholding status, such as Active.