> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Update Tax Information Request

> Submit an updated tax form, such as a Federal W-4 or state withholding form, by completing and signing it directly in the request.

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.

## Create an Update Tax Information Request

### 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.

<Steps>
  <Step title="Navigate to Requests Module.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/w_Ec7HMMIakbaVFF/images/RQ-Nav.png?fit=max&auto=format&n=w_Ec7HMMIakbaVFF&q=85&s=d63df729a01c85604b3c8b4aaaaa39d8" alt="RQ Nav" width="2178" height="1040" data-path="images/RQ-Nav.png" />
    </Frame>
  </Step>

  <Step title="Click Add Request.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/w_Ec7HMMIakbaVFF/images/RQ-Add.png?fit=max&auto=format&n=w_Ec7HMMIakbaVFF&q=85&s=1579b8acf59755f64870e77afba1545d" alt="RQ Add" width="2178" height="660" data-path="images/RQ-Add.png" />
    </Frame>
  </Step>

  <Step title="Select Update Tax Information as the request type.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/pH-zWi9VM7MJxJGV/images/RQ-UT-Type.png?fit=max&auto=format&n=pH-zWi9VM7MJxJGV&q=85&s=9d103cc9f4cc4d3d4765206d73738763" alt="RQ UT Type" width="2064" height="594" data-path="images/RQ-UT-Type.png" />
    </Frame>
  </Step>

  <Step title="Complete the required information.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/pH-zWi9VM7MJxJGV/images/RQ-UT-Form-1.png?fit=max&auto=format&n=pH-zWi9VM7MJxJGV&q=85&s=09d5c3fb9544092d25c2dc510df5ddb7" alt="RQ UT Form 1" width="2064" height="1784" data-path="images/RQ-UT-Form-1.png" />
    </Frame>

    ### Request Information

    | Field       | Description                                             | Required | Example                                                       |
    | :---------- | :------------------------------------------------------ | :------- | :------------------------------------------------------------ |
    | Subject     | A short title describing the request.                   | ✓        | Update Tax Form - W-4 Withholding Change                      |
    | Due Date    | The expected completion or review date for the request. | ✓        | October 9, 2026                                               |
    | Priority    | Indicates the urgency of the request.                   | ✓        | Medium                                                        |
    | Description | Additional details or reason for the request.           |          | Updating federal withholding after a change in filing status. |

    <Frame>
      <img src="https://mintcdn.com/bizbone/pH-zWi9VM7MJxJGV/images/RQ-UT-Form-2.png?fit=max&auto=format&n=pH-zWi9VM7MJxJGV&q=85&s=bc292aee2cddc072b42c2352e454181f" alt="RQ UT Form 2" width="2064" height="1784" data-path="images/RQ-UT-Form-2.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/bizbone/pH-zWi9VM7MJxJGV/images/RQ-UT-Form-3.png?fit=max&auto=format&n=pH-zWi9VM7MJxJGV&q=85&s=e4ae11bc6577ae4cbe9835138d558f4c" alt="RQ UT Form 3" width="2064" height="1784" data-path="images/RQ-UT-Form-3.png" />
    </Frame>

    ### Update Tax Form

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

    | Field                   | Description                                                                       | Required | Example |
    | :---------------------- | :-------------------------------------------------------------------------------- | :------- | :------ |
    | Federal Income Tax - W4 | Form W-4, Employee's Withholding Certificate, for federal income tax withholding. |          |         |
    | State Income Tax        | State withholding form.                                                           |          |         |
    | Tax Exemption           | Tax exemption form.                                                               |          |         |
    | 673 Tax                 | Form 673 statement for the foreign earned income exclusion.                       |          |         |
    | Other                   | Any other tax form.                                                               |          |         |
  </Step>

  <Step title="Click Add to send the request for approval.">
    <Frame>
      <img src="https://mintcdn.com/bizbone/pH-zWi9VM7MJxJGV/images/RQ-UT-Add.png?fit=max&auto=format&n=pH-zWi9VM7MJxJGV&q=85&s=be2c669ed20309af4444ffb35e9d8945" alt="RQ UT Add" width="2064" height="416" data-path="images/RQ-UT-Add.png" />
    </Frame>
  </Step>
</Steps>

## Approval Workflow

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

## Review an Update Tax Information Request

To review a submitted Update Tax Information request and approve, reject, or discard it, see **HR >** [Request](/erp/hr/requests).

## Manage the Update Tax Information Business Process

To manage the workflow for Update Tax Information requests, see **Admin > Business Processes >** [Business Processes Overview](/erp/admin/business-process-overview).