This article explains how to review and update your Federal and State Income Tax withholding settings by navigating to My Pay > Forms > Withholding. From there you can view, update, and submit changes using the necessary forms for Federal (w4) and/or State income withholding taxes.
Reviewing your current Income Tax settings
Submitting new Withholding Forms
Reviewing your current Income Tax settings:
-
Select the hamburger menu
icon in the top left
-
Select the My Info tab, then navigate to My Pay > Tax Information
- Here you will find your Federal Income Tax (FIT) and State Income Tax (SIT) settings. This includes the Filing Status, # of Allowances, and any Additional Withholding $ or %, etc.
Submitting new Withholding Forms
-
Select the hamburger menu
- Select the My Info tab, then navigate to: My Pay > Forms > Withholding
-
All previously submitted forms can be found in a list here, along with their Status:
- New - The form has not been completed/submitted
- Employee Completed - The form has been completed by you and submitted to administrators for processing
- Processed - The form has been processed by administrators, and your tax settings have been updated
- Rejected - The form has been rejected by administrators, and your tax settings will NOT be updated
- Click the Add New button on the right to add a new form
-
Click add
next to the form you’d like to submit to update your tax settings (depending on your state, there may be more forms listed)
- Federal: From W-4 to update the Federal Income Tax (FIT) settings
- State: form shown will vary based on the state you live and/opr work in
- NOTE: You will need to submit EACH form separately to update both SIT & FIT taxes. If only one form is submitted, only that tax setting will be updated.
- The form will auto-populate your basic information like First Name, Last Name, Address, and Social Security Number. The remaining information you will need to enter before submitting the form.
Federal
-
Select your Filing Status in Step 1, Section C (Single or Married filing separately, Married filing jointly, or Head of household)
-
Complete Steps 2-4 ONLY if they apply to you; otherwise, skip to ‘Submit Withholding Form’
- Step 2 Multiple Jobs or Spouse Works
- Step 3 Claim Dependents (this is now a $ value rather than # of allowances)
- Step 4 Other Adjustments (Other Income, Deductions, or Extra Withholding)
- If you do not want FIT deducted, select “Exempt” in the section below.
-
Complete Steps 2-4 ONLY if they apply to you; otherwise, skip to ‘Submit Withholding Form’
-
The section is also used to identify “Non Resident Alien” (NRA) settings
*Please be advised that selecting exempt status will result in no wages being reported on your W-2 form.
State
Your choices of State Withholding forms will be based on where you LIVE and/or where you physically work. Not all states have an Income Tax, and therefore, will not have a withholding form available for you to complete.
Below is an example, using Montana's (MW-4)
- Select your Filing Status
- Enter your Number of Allowances (if applicable, based on state form)
- If you do not want SIT deducted, you can choose the Exempt Status. Please be careful with this setting. Just because you claim 'Exempt' and your employer does not withhold state income taxes from your check, does not guarantee you won't owe those taxes when you file your personal tax return.
- Once all the required fields have been entered, click the Review button in the upper right-hand corner. Verify all your entries are accurate.
- The Review button will have changed to Sign & Submit. Click this button to electronically sign your form and submit it to your company administrator for review & processing.
- NOTE: Depending on your company configuration, you may be allowed to enter a system password to 'sign', or you may be presented with a Signature box.
-
Select the back arrow
in the top left to go back to the previous screen and submit another form or to review all previously submitted forms
- An email notification will be sent to you once the Withholding Form has been processed or rejected by administrators. Once the status is “Processed”, your tax settings will automatically be updated for the next scheduled payroll.