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:
- Navigate to Payroll > Payroll Employees > Employees.
- Select the employee whose W-4 information you’d like to update.
- 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. - 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. - Click the save icon on the upper-right corner of the page to save your changes.
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