W4 and WT4 fillable PDFs in Employee Access
Similar to being able to change your direct deposit, allow the ability to change your withholdings, even if it is just a fillable pdf.
Diane Austin
shared this idea
Thank you for submitting the product idea! We have some additional information we would like to know about this -
1. How does your district currently handle the adjusting of W4s and WT4s?
2. Are custom forms utilized at all for this where you can link documents?
3. How often are users changing their withholdings?
4. Is there an approval process involved before these changes can be made on the Employee Profile?
This idea will remain open for the Skyward Community to continue voting and commenting on.
Thank you!
Erik O.
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Diane Austin
commented
1. Asking the employee to Google the W4 and/or WT4, print it, manually complete it, and send it via interoffice mail to me.
2. No. IRS does not offer a free fillable W4
3. Please keep in mind that we want this not only for current employees to change (every payroll we have at least one new W4 from an existing employee), but we'd like this to be in the system for new employees. Example: As we onboard the new employee, they sign into Skyward to complete their electronic W4 and WT4 form, which then routes to the payroll dept.
4. No. We are not to give tax advice of any kind, so approving/denying a W4 form would be 'advice'.
Thank you! -
Jeri Gamble
commented
Answers to your questions...
Question: How does your district currently handle the adjusting of W4s and WT4s?
Answer: Currently our district uses a paper form for adjusting W4sQuestion: Are custom forms utilized at all for this where you can link documents?
Answer: Custom forms are not used for W4 changes. If we did use custom forms, there is still a manual process that would need to take place where our payroll department would have to make the changes requested on the custom form.Question: How often are users changing their withholdings?
Answer: Our payroll department processes about 20-30 changes each month. New employees vary, depending on the time of year, but it is in the hundreds during the summer.
Question: Is there an approval process involved before these changes can be made on the Employee Profile?
Answer: Employees cannot make W4 changes through employee access. Payroll reviews the W4 forms before they manually enter them into Skyward.