Abstract
This document provides guidance on the withholding of income taxes using the Onboard software applications.
U.S. companies use two types of forms to manage the withholding of income taxes:
Form W-4 (Employee's Withholding Allowance Certificate). U. S. 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.
State tax withholding forms. U.S. and Canada state tax withholding forms. Employers use the forms to ensure the correct amount of state/local income tax is withheld from a hire's pay. Note: Not every state uses a state tax withholding form; some states use Form W-4 as their state withholding form; and some states use their own version of Form W-4 (and can have multiple forms).
There are two Onboard applications that work together for the withholding of income taxes:
Onboard. Used by new hires to complete/sign/submit:
Form W-4. At the end of the task, there is a Form W-4 PDF.
Appropriate state/local tax withholding form. At the end of the task, there is a tax form PDF.
Onboard Manager. Used by onboarding managers to:
Review the new hire's completed/signed/submitted Form W-4 PDF and tax form PDFs.
Initiate an email to the new hire if there is a discrepancy that needs correction. The hire (using Onboard) can redo a W-4 or state tax form.