Added Fields to Accommodate 2020 W4 Form Changes

As of January 1, 2020, the Federal government applied updates for employers to capture exemption and deduction information for new employees. This update impacts how payroll Providers calculate and deduct tax amounts when processing employee paychecks.

Many Providers enter this exemption/deduction information in the Caregiver Profile when onboarding new Caregivers. Along with other Caregiver demographic information, these values are passed to Payroll Providers via an export file. On the Caregiver Payroll Info page under Caregiver > Payroll Info, under the Payroll Integration section, select the 2020 W4 Format checkbox to open added fields to account for the 2020 W4 format.

If an employee is hired after January 1, 2020 (or made changes to their W4 filing status after this date), then select the 2020 W4 Format checkbox to open the added fields as seen in the following image.

The Federal Exemptions field becomes unavailable and is replaced by the following fields: Dependent Credit, Other Income, Deductions, Extra Withholdings, and Multiple Jobs checkboxes. Complete the fields with respective amounts (only numerical values and decimal allowed) and select the Multiple Jobs checkbox (if applicable). Click Save to finalize.

The relevant information populated in the W4 fields becomes available for inclusion in the Provider Payroll Export files which are exported to 3rd-party payroll systems.

If an employee was hired before January 1, 2020, then the 2020 W4 Format checkbox remains unselected, and existing fields for Federal Exemptions and Federal Filing Status capture relevant information included in Caregiver Demographic Export Files for Payroll.