view/update current w-4/state forms1. employee must choose a marital status. 2. worksheets are...

7
Overview - Allows an employee to review previously submitted Federal, State and Local forms and update as needed. Enter the system via https://www.PaperlessEmployee.com/bbaaviation you will be able to use the current EForms page to view and/or update your W-4. Enter your login information Click “View/Update Current EForms” View/Update Current W-4/State Forms

Upload: others

Post on 09-Sep-2020

4 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: View/Update Current W-4/State Forms1. Employee must choose a marital status. 2. Worksheets are available if employee would like to fill them out. Worksheets can help determine their

Overview - Allows an employee to review previously submitted Federal, State and Local forms and update as needed.

Enter the system via https://www.PaperlessEmployee.com/bbaaviation you will be able to use the current EForms page to view and/or update your W-4. Enter your login information

Click “View/Update Current EForms”

View/Update Current W-4/State Forms

Page 2: View/Update Current W-4/State Forms1. Employee must choose a marital status. 2. Worksheets are available if employee would like to fill them out. Worksheets can help determine their

To review most recently submitted forms: Select “View” A PDF copy of the form will be displayed. You can save or print PDF version if needed.

To update/change your W4 information Select “Change”

Page 3: View/Update Current W-4/State Forms1. Employee must choose a marital status. 2. Worksheets are available if employee would like to fill them out. Worksheets can help determine their

NOTE: Selecting the “Change” button prompts a pop up box. You will be asked to confirm that you are ready to

update a new form and your previous form will be archived/moved to “Historical EForms”.

1. Employee must choose a marital status.

2. Worksheets are available if employee would like to fill them out. Worksheets can help determine their

allowances; otherwise, they can enter their number of allowances on Line 5.

3. Employee can enter any additional withholding amount if desired.

4. If an employee chooses to be exempt from the Federal taxes, all 3 boxes must be checked.

1

2

4

3

Note: If the Federal W-4 is changed, any state forms previously completed (that relies on the information included

in the Federal W-4) will also have to be resubmitted.

Page 4: View/Update Current W-4/State Forms1. Employee must choose a marital status. 2. Worksheets are available if employee would like to fill them out. Worksheets can help determine their

Once you have completed the form, you will have 3 options: Finish Later - You can exit and return to the form later as necessary. Once you return you can “Resume” with your W-4.

Preview Form - You can preview the Draft version of your W-4 in PDF format before submitting to the Employer.

Page 5: View/Update Current W-4/State Forms1. Employee must choose a marital status. 2. Worksheets are available if employee would like to fill them out. Worksheets can help determine their

Submit to Employer – This will submit the form directly to the corporate office.

By Clicking “Submit to Employer” will receive a message requesting you to confirm you are ready to submit the

form.

Page 6: View/Update Current W-4/State Forms1. Employee must choose a marital status. 2. Worksheets are available if employee would like to fill them out. Worksheets can help determine their

If state withholding applies, you will be prompted to complete any state forms which are required after updating

the Federal W-4.

When selecting “Create”, you can update your current State Form

Page 7: View/Update Current W-4/State Forms1. Employee must choose a marital status. 2. Worksheets are available if employee would like to fill them out. Worksheets can help determine their

Once you have completed your state form, you will have the same 3 options as you did for when completing W-4.

Once you Click “Submit to Employer” you will be asked to confirm the updates made to the State form before moving on.

Once you selects “Yes”, all updates and form changes are complete and you may continue to any additional

required State, Local forms.