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Infinite Talent Onboard

Filling Out and Signing W-4 Form

Abstract

The W-4 (Employee's Withholding Allowance Certificate) form is a US federal form. It is used so that your employer can withhold the correct federal income tax from your paycheck.

  • Filling out and signing a W-4 form is a US-only task.

  • You must provide an eSignature because you will use it to sign the W-4 form.

  • Once you submit the W-4 form, you cannot update it. Once you are an employee, you will be able to change this information.

In Onboard, on the My Tasks page, the W-4 task is called Onboarding US W4. The answers you provide in this task will be used to populate the actual W-4 form.

  1. Using the built-in W-4 wizard, answer the questions in the I-9 Section Onboarding US W4 task. You do not need to complete all the steps at the same time.

  2. Optionally:

    1. Use the IRS Withholding Calculator to help calculate your withholding allowance.

    2. View/print a copy of an empty W-4 form.

    3. Use the Personal Allowances Worksheet, Deductions and Adjustments Worksheet, and Two-Earners/Multiple Jobs Worksheet to help you with your answers.

  3. Create/upload an eSignature (if you have not already done so in another task).

  4. When the actual W-4 form displays (as a PDF, prefilled with your answers), review the form. If the information is:

    1. Not correct, select Back to Previous Step, and edit your answers. You can also select Save and Finish Later.

    2. Correct, select the check box that lets you agree that the form is correct and that your eSignature will be used to sign the form, and select the Success (Submit) button. The W-4 form is submitted.

  5. To view/print the submitted PDF, either:

    1. From the My Tasks page, select the W-4 task (its status is Completed). On the resulting page, the W-4 PDF image is embedded into it.

    2. From the My Tasks page, select the Go to My Onboard Information link. On the resulting page, go to Documents. The submitted document will be present. Select it to display it. Some browsers will allow you to open the document; others will download it to the Downloads folder on your hard drive.