| Forms to use | |
W-4 Employees Allowance Certificate |
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| How often? |
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Required for each employee
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| When you use W-4 |
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Prior to an employee's first pay date. W-4s remain in effect until an
employee submits a new form to reflect a change in marital status or
withholding allowances. Employees who claim they are exempt from taxes
have to submit these forms annually.
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| How to complete W-4 |
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Each employee should complete the Personal Allowance Worksheet on the front page.
The two worksheets on the back side of Form W-4 are only used if the employee:
- Itemizes deductions
- Has two jobs or
- Is part of a two income family.
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| More allowances? Less tax withholding |
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Each federal allowance represents $3,500 in tax withholdings. If an employee regularly
receives IRS refunds over $3,500 or has to pay more than $3,500, they should consider adjusting their allowances.
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| Questions? |
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Call the IRS information hotline at (800) 829-4933.
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