How to add information from the new IRS Form W4

In 2020 the IRS created a new Form W4 to implement changes made following the 2017 Tax Cuts and Jobs Act.  For more information, visit the IRS New Release and FAQs on the 2020 Form W4.  The following steps provide instructions to enter data from the new Form W4 into PR.

  1. Click "Manage Employees"
  2. Select the employee to view/edit
  3. On the "View" tab click "Taxes and Deductions" link
  4. View the "W2 and W4" tab
  5. The New W4 fields activate by clicking the "New W4" checkbox
    • Selecting the New W4 checkbox will also lock the "Exemptions: Federal (Old W4)", remembering the current setting
  6. Click the "2 Jobs Table" checkbox if the Form W4: Step 2(c) checkbox is marked
  7. Enter the amount from Form W4 Step 3 in the "Claim  Dependents" field
  8. Enter the amount from Form W4 Step 4(a) in the "Other Income" field
  9. Enter the amount from Form W4 Step 4(b) in the "Other Deductions" field
  10. Enter the amount from Form W4 Step 4(c) in the "Additional Withholding" grid
    1. Select the Tax Type = Federal Whld
    2. Enter the amount from 4c in the "Amount" field
    3. Leave the "Pct/Fixed" field set to $0.00
    4. Leave the "Replace" checkbox empty
    5. Make sure the "Active" checkbox is marked to include the withholding on the employee's pay vouchers
  11. Click the "Save" button to record the settings

The information input on the Manage Employees: W2 and W4 tab can be view with new fields in the following report:

  • Reports
    • Employees
      • Employee W4/Taxes Report
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