Onboard W-4 and State Forms Guide

Abstract Learn what's new. Table 36. New Items

Abstract Form W-4 (Employee's Withholding Allowance Certificate) is a United States federal form (Internal Revenue Service). Employers use the form to ensure the correct amount of federal income tax is withheld from a hire's pay. Onboard is set u...

Abstract State tax withholding forms are United States and Canada state forms. Employers use the form to ensure the correct amount of state/local income tax is withheld from a hire's pay. Onboard is set up to manage state/local tax withholding fo...

Abstract Onboard streamlines the tax withholding process by integrating Form W-4 and state tax withholding forms into the Onboard and Onboard Manager applications. Onboard saves the new hire and the employer time and effort by: Filing the form...

Abstract Onboard and Onboard Manager work together for the withholding of income taxes. New hires can download an editable/interim version of the state PDF form, edit it, then upload the updated form back into the application. This way, new hires...

Abstract You can access both Onboard and Onboard Manager. There is a banner/header row. It includes the name of the application, in this case, either Onboard or Onboard Manager There is an icon used by both Onboard and Onboard Manag...

Abstract The Onboard application enables new hires to enter their federal tax withholding information (needed for Form W-4). In Onboard, the task that allows a new hire to complete/sign/submit Form W-4 is called Onboarding US W4. The Onboarding U...

Abstract The Onboard application enables new hires to enter their state/local tax withholding information. Regarding state tax withholding forms: Onboard supports state forms for both U.S. and Canada. Not every state uses a state tax withhol...

Abstract Onboarding managers (using Onboard Manager) review the new hire's completed/signed/submitted Form W-4 PDF and state/local tax form PDFs. This is not a task on the My Tasks page. Instead, the onboarding manager goes to a hire profile page ...

Onboard Maintained Forms Abstract List of Onboard maintained forms. Table 37. United States Forms Note: States with Federal W-4 do not have state withholding. A state may use the federal form (for example, California has both). T...