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An Update Tax Information request submits a new or updated tax form, such as a Federal W-4, a state withholding form, or a tax exemption, for HR and Payroll to apply. After you submit it, the request follows the configured approval workflow before being approved, rejected, or returned for revision.

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Create an Update Tax Information Request

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Prerequisites

Before submitting an Update Tax Information request:
  • You must have an active employee account.
  • You can have only one Update Tax Information request waiting for HR review at a time. If one is already pending, a message is displayed and the request cannot be added.
1

Navigate to Requests Module.

RQ Nav
2

Click Add Request.

RQ Add
3

Select Update Tax Information as the request type.

RQ UT Type
4

Complete the required information.

RQ UT Form 1

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Request Information

RQ UT Form 2
RQ UT Form 3

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Update Tax Form

Select the tab for the form you are updating, then complete and sign the form in the viewer.
5

Click Add to send the request for approval.

RQ UT Add

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Approval Workflow

The request is reviewed by your Supervisor, then by an HR Specialist.

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Review an Update Tax Information Request

To review a submitted Update Tax Information request and approve, reject, or discard it, see HR > Request.

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Manage the Update Tax Information Business Process

To manage the workflow for Update Tax Information requests, see Admin > Business Processes > Business Processes Overview.