Set up Form W-4 for employees

How to document an employee's federal withholding adjustments for the Form W-4 in Sage 300 CRE.

Information

More information about changes to Form W-4 and federal income tax withholding methods are available on the IRS website.

• https://www.irs.gov/forms-pubs/about-publication-15-t
• https://www.irs.gov/newsroom/faqs-on-the-draft-2020-form-w-4

If you have employees with North Dakota state withholding, see information about how North Dakota State Withholding (NDSWH) taxes calculate.

Use the W-4 form to enter values

1. Go to Payroll, Setup, Employees.
2. Select an employee.
3. In Employee Setup, on the Entry Info tab, click Use W-4 amounts.
4. For Dependents, enter the amount from box 3 on the W-4.
5. For Other income, enter the amount from box 4(a) on the W-4.
6. For Deductions, enter the amount from box 4(b) on the W-4.
7. If the employee specified an amount in box 4(c), see how to withhold an additional tax amount.
8. For Filing Status, enter the status selected in the Personal Information box (c) section of the W-4 form.
   • If they checked the box in Step 2(c), select S2, M2, or H2
   • If they didn't check the box in Step 2(c), select S, M, or H
   • Don't use Exemptions, EIC status, or Misc Tax Codes
9. Click Save and repeat steps 1-8 for each employee.

 

See how to set up the employee if they check Exempt on the W-4.

 

Form W-4, Employee's Withholding Certificate (video)

Set up employees with different state and federal tax exemptions