NOTE: This article only applies to USA Harmony customers.

Description:

You want to enter new or updated W-4 information into the Harmony system. 

Pre-Requisites:

Your employee must have provided and submitted the new or updated W-4 information.

Solution:

  1. Navigate to Payroll > Payroll Employees > Employees. 
  2. Select the employee whose W-4 information you’d like to update.
  3. At the bottom of the screen are several tabbed sections. Click on the "Federal Tax" or "State(s) Tax" tabs to add the new or updated taxation information. Refer to the bottom of this article to review the definitions of each field. 
    Note: There are W-4 details available in both the "Federal Tax" and "State Tax" tabs. It is your responsibility to ensure that all required fields and information is updated. 
  4. Complete the required fields as necessary. Harmony will use these details for the basis of the calculation. 
    Note: Any adjustments that are entered manually must be updated each year when your tax tables are updated.
  5. Click the save icon on the upper-right corner of the page to save your changes.

Entering Additional Taxes on W-4

  1. Navigate to Payroll > Payroll Employees > Assign Payroll Category. 
  2. Select the employee that you want to add additional taxes to. 
  3. Scroll down the list of assigned payroll categories until you see “Federal Extra Income Tax”. By default, the payroll category code is 302. 
  4. Click the pencil/edit icon on the right side of the row to enter the additional credits.
  5. Click the save icon to save your changes to the payroll category. 
  6. Repeat steps 3 through 5 for each additional tax or change that you'd like to make for the employee. 

W-4 Field Definitions

The definitions in this table are presented by Symmetry. You can find more information when using their salary calculator here: https://www.symmetry.com/calculators-by-symmetry/try-it-free

Field NameDescription
Use 2020 W4Select "Yes" if you want to use the new 2020 withholding tables. Otherwise, select "No".
Federal Filing StatusSelect your filing status for federal withholding. This value determines how your federal tax will be withheld.
# of Federal AllowancesEnter the number of allowances claimed from line 5 on the form W-4. For instance, a single person living at home with no dependents would enter a "1" in this field.

Additional Federal Withholding

If you have additional withholding dollars taken from each check beyond your regular W-4 specifics, enter that amount here. Do not enter a dollar sign or use any commas.
Round Federal WithholdingSelect "Yes" if you want your federal withholding to be rounded to the nearest dollar. Otherwise, select "No". Rounding is not required, but is permitted by federal regulations.
State Reduced Withholding AmountThe reduced withholding amount from line 3 of the form MO W-4.
Total AllowancesThe total number of allowances.

Exempt State 

If you are exempt from the state, select "Yes". Otherwise, select "No". 
State Filing StatusSelect your filing status for the state.
Additional State WithholdingIf you have additional state withholding dollars taken from each check, enter that amount in here. Do not enter a dollar sign or use any commas.
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