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 |
Asterisk (*) indicates a required field or field group. Values cannot be empty.
| Field | Description |
|---|
| Year | The year when the form was revised. |
| 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. |
