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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.

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Countries and Languages

CountriesLanguages
USAEnglish

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Extracted Fields

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

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Form Information

FieldDescription
YearThe year when the form was revised.

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Step 1 - Enter Personal Information

FieldDescription
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 - AddressThe address of the employee.
Box a - City or Town State and ZIP CodeThe address of the employee.
Box b - Social Security Number*The social security number of the employee.

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Box c - Filing Status

FieldDescription
Single or Married Filing SeparatelyThe anticipated filing status.
Married Filing Jointly or Qualifying Surviving SpouseThe anticipated filing status.
Head of HouseholdThe anticipated filing status.

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Step 2 - Multiple Jobs or Spouse Works

FieldDescription
Box c - Only Two Jobs TotalIndicates that the employee has two jobs at the same time.

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Step 3 - Claim Dependents

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

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Step 4 (optional) - Other Adjustments

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

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Step 5 - Sign Here

FieldDescription
DateThe date of signing.

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Employers Only

FieldDescription
Employer’s Name and AddressThe name and address of the employer.
First Date of EmploymentThe first date of employment
Employer Identification Number (EIN)The employer identification number.

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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

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Validation Rules

RuleDescription
Correct YearChecks 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.