Form W-4 - Document Skill - ABBYY Documentation

The Form W-4, Employee’s Withholding Certificate skill extracts data from Forms W-4. This form is provided by employees so that the employer can withhold the correct federal income tax from the employee’s pay. The Form W-4, Employee’s Withholding Certificate skill is a preview skill. It has been trained on a limited set of documents and is designed to help you quickly get started with processing Forms W-4. For production use, you may need to uptrain the skill with your own document samples. This skill recognizes handwritten text. The option is enabled by default. If you do not import handwritten forms, disable the Handwritten option in the skill settings.

Countries and Languages

Countries	Languages
USA	English

Extracted Fields

Asterisk (*) indicates a required field or field group. Values cannot be empty.

Form Information

Field	Description
Year	The year when the form was revised.

Step 1 - Enter Personal Information

Field	Description
Box a - First Name and Middle Initial*	The first name and the middle initial of the employee.
Box a - Last Name*	The last name of the employee.
Box a - Address	The address of the employee.
Box a - City or Town State and ZIP Code	The address of the employee.
Box b - Social Security Number*	The social security number of the employee.

Box c - Filing Status

Field	Description
Single or Married Filing Separately	The anticipated filing status.
Married Filing Jointly or Qualifying Surviving Spouse	The anticipated filing status.
Head of Household	The anticipated filing status.

Step 2 - Multiple Jobs or Spouse Works

Field	Description
Box c - Only Two Jobs Total	Indicates that the employee has two jobs at the same time.

Step 3 - Claim Dependents

Field	Description
Multiply the Number of Qualifying Children Under Age 17 by $2000	Determines the amount of child tax credit.
Multiply the Number of Other Dependents by $500	Determines the credit for other dependents.
Total	The total credit amount.

Step 4 (optional) - Other Adjustments

Field	Description
Box a - Other Income (Not from Jobs)	The total of other estimated income for the year.
Box b - Deductions	The amount from the Deductions Worksheet.
Box c - Extra Withholding	Any additional amount withheld from the pay each pay period, including all amounts from the Multiple Jobs Worksheet.

Step 5 - Sign Here

Field	Description
Date	The date of signing.

Employers Only

Field	Description
Employer’s Name and Address	The name and address of the employer.
First Date of Employment	The first date of employment
Employer Identification Number (EIN)	The employer identification number.

Key Fields

Step 1 - Enter Personal Information/Box a - First Name and Middle Initial
Step 1 - Enter Personal Information/Box a - Last Name
Step 1 - Enter Personal Information/Box b - Social Security Number

Validation Rules

Rule	Description
Correct Year	Checks the value in the Year field. It converts a 2-digit year (such as 24) into a 4-digit format (such as 2024). It assumes all 2-digit years are in the 2000s.

​Countries and Languages

​Extracted Fields

​Form Information

​Step 1 - Enter Personal Information

​Box c - Filing Status

​Step 2 - Multiple Jobs or Spouse Works

​Step 3 - Claim Dependents

​Step 4 (optional) - Other Adjustments

​Step 5 - Sign Here

​Employers Only

​Key Fields

​Validation Rules

Countries and Languages

Extracted Fields

Form Information

Step 1 - Enter Personal Information

Box c - Filing Status

Step 2 - Multiple Jobs or Spouse Works

Step 3 - Claim Dependents

Step 4 (optional) - Other Adjustments

Step 5 - Sign Here

Employers Only

Key Fields

Validation Rules