W-4s

W-4 Record ID

Record #

Displays the system-assigned record number.

Employee

The employee associated with the W-4 record.

Press F3 to look up the value.

If a value is already selected, you can press F4 to open the record in its native editor.

W-4 tab

Description

A description of the W-4 record.

Date

The date the W-4 was received. This date acts as an effective date for the W-4 and supersedes W-4 records with an earlier effective date.

Exempt

If marked, indicates the employee wrote "Exempt" on line 7 of the W-4 (pre-2020) or in the space below Step 4(c) (2020 and after).

Filing Status

The employee's filing status. Valid options are:

• Single or Married filing separately
• Married filing jointly
• Head of household

Before 2020

The information in this section applies only to W-4s effective before 2020. The field(s) in this section are disabled if the date of the W-4 is on or after 1/1/2020.

Allowances

The number of allowances the employee claimed on line 5 of the W-4.

Beginning 2020

The information in this section applies to W-4s effective on or after 1/1/2020. The fields in this section are disabled if the date of the W-4 is before 1/1/2020.

Two Jobs

If marked, indicates the employee marked the checkbox in Step 2(c) of the W-4 signifying that the employee holds two jobs total or that the employee is married filing jointly and the employee and spouse both hold a job.

Dependents Total

The amount the employee specified in line 3 of the W-4. This amount represents the total amount claimed for dependents including qualifying children under 17 and other dependents.

Other Income

The amount the employee specified in line 4(a) of the W-4. This amount represents any non-job amounts (such as interest, dividends, and retirement income) that the employee wants to withhold tax for.

Deductions

The amount the employee specified in line 4(b) of the W-4. This amount represents the amount of deductions beyond the standard deduction which the employee wants to claim in order to reduce withholding.

Extra withholding

The extra amount the employee requested to be withheld on line 6 of the W-4 (pre-2020) or on line 4(c) of the W-4 (2020 and after).

Custom tab

This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.

Fields subtab

This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.

References subtab

This tab is visible if other records reference the current record.

Reference

From the drop-down list, select the custom field to view references for. Reference custom fields have the following format: PackageName.EntityName.CustomFieldName.

Example

Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.

Exchange Folder subtab

This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified Exchange folder.

File subtab

This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.

This tab renders the contents of the specified file according to its file type.

Internet Address subtab

This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified web page.

Network Folder subtab

This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.

This tab shows the contents of the specified network folder.

Notes tab

The Notes pane shows the Notes HD view filtered to show all notes for the selected W-4.

Double-click a row in the pane to drill down to its record in the Note window.

Attachments tab

The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.

Attachments

The list box shows the files which are attached to the current record. Highlight a file name to preview the file in the adjacent pane. Double-click a file name to open the file in its native editor.

Preview pane

If a file name is highlighted in the Attachments list box, this pane shows a preview of the file contents. Some file types cannot be previewed but can be double-clicked to open in their native editor.

Other tab

Memo tab

To include additional information about this record not collected elsewhere, enter it in this text box. This area supports common keyboard shortcuts such as Ctrl+C to copy and Ctrl+V to paste.

Timestamps tab

This tab shows the user who created this record and the date and time of creation as well as the user, date, and time of the latest modification to the record.