(USA) Managing W-4 and W-2 Reissue

Page Name

Definition Name

Usage

(USA) W-4 Withholding Certificate Page

PY_IC_W4_DATA_2020

Change tax data.

(USA) W-2 Reissue Request Page

PY_IC_W2_DATA

Request a new W-2 form and select the delivery address.

Employees can file a new Form W-4 through self service anytime that their tax status changes.

Using the self-service transaction, employees can:

  • Change their federal tax data.

  • Select the company for which they need to change data if they work for multiple companies.

  • Specify an additional withholding amount.

Users are asked to confirm their password after updating the W-4. This functions as an employee's electronic signature. Workflow generates an email to the employee confirming that the change was made.

Note: The W-4 Withholding Certificate self-service transaction does not work when WWW_AUTHENTICATION is used. With WWW_AUTHENTICATION, users receive a message on the final confirmation page that their password is invalid and are unable to save the W-4 changes. To use the W-4 Withholding Certificate self-service transaction, you must use a different authentication method.

Employees can request a reissued W-2 form. Workflow associated with this transaction generates a worklist for the payroll administrator.