Federal Taxes Area Prompts

Filing Status

Filing status determines how Federal withholding taxes are calculated.

• 0 - Calculate using method prior to 2020
  Note:  All employees who filled out the W-4 form prior to 2020 are set to 0.  The FICA code, Dependents and Additional W/H fields are the only active fields.  If you change the filing status to 1, 2, or 3 the other Federal Taxes fields are activated.  

• 1 - Filing as single or married filing as single

• 2 - Filing as married filing jointly, or as a Qualifying Widow(er)

• 3 - Filing as head of household

2 Jobs Only

If the employee checked the 2 jobs only box on the W-4 form, then check this box.

Otherwise, leave this box blank.

FICA Code

Enter a FICA Code for the employee:  (1.0, predefined)

• 0 - Calculate Full (Regular and Medicare FICA deducted)

• 1 - Exempt from FICA taxes

• 2 - Calculate Medicare FICA Only

Note:  You can specify the FICA code only when entering a new employee.  You can not change the value, later.

Federal Dependents

This field is only applicable to employees who filler out a W-4 prior to 2020.  Enter the number of dependents used to calculate the federal withholding amount for the employee.  (2.0 numeric)

Tip:  To manipulate the withholding calculation to always result in zero tax dollars withheld, enter 99 dependents.  This is appropriate if the employee is federally non-taxable or uses the Employee Additional Federal Withholding Amount to specify the entire withholding amount.

Tax Credits

Enter the value from line 3 of the W-4 form.  This field only pertains to W-4 from 2020 and more recently.  This field is not applicable to employees who filled out a W-4 prior to 2020 unless they fill out a W-4 from 2020 or more recently.  

Additional Income

Enter the amount from line 4a of the W-4 form.  This field only pertains to W-4 from 2020 and more recently.  This field is not applicable to employees who filled out a W-4 prior to 2020 unless they fill out a W-4 from 2020 or more recently.  

Additional Deductions

Enter the amount from line 4b of the W-4 form.  This field only pertains to W-4 from 2020 and more recently.  This field is not applicable to employees who filled out a W-4 prior to 2020 unless they fill out a W-4 from 2020 or more recently.  

Federal Additional W/H

Enter the amount from line 4c of the W-4 form.  This is the amount of Federal tax to be withheld during each payroll in addition to the amount calculated.

Note:  For employees that filled out a W-4 prior to 2020 this is the amount of Federal tax to be withheld each payroll in addition to the amount calculated or in place of the amount calculated.