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Entering and Modifying a W-4

This topic has been updated to include the change to Step 3, Claim Dependents, of the W-4, Self Service Request, and renaming of the Total qualifying children and other dependents field.

Users may enter and/or modify their W-4 information in EPP. The filing status, number of exemptions, and additional deductions may all be entered/modified. Self-Service transactions that have been entered are also displayed on this page, if applicable.

To Enter/Modify W-4 Information:

  1. Select Federal Tax (W-4) from the Personal Info menu. The Federal Tax Certificate (W-4) page is displayed. The user’s existing Federal tax data (if any) that is stored in the Payroll/Personnel System as of the last effective pay period is displayed.

    EPP Federal Tax Certificate (W-4) Page

  2. Select the Self-Service button. The Enter Federal Tax (W-4) Self-Service Request page is displayed.

    Note: The Self-Service option is only available if your Agency has elected to use this function of EPP. Please contact your personnel office with any questions.

    W4 Section 3 Change 2

  3. Complete the fields as follows:

    Filing Status

    Multiple Jobs or Spouse Works

    Claim Dependents

    (Optional) Other Adjustments

    Effective Pay Period, Year

  4. Select the Continue button. The Submit Federal Tax (W-4) Self-Service Request page is displayed.

    EPP Submit Federal Tax W 4 Self Service Request Page

  5. Verify that the information displayed is correct, then select the Submit button to submit the Federal Tax (W-4) request. The Federal Tax (W-4) Self-Service Request Confirmation page is displayed.

    Note: Select the Back button to return to the Enter Federal Tax (W-4) Self-Service Request page to make any corrections.

    EPP Federal Tax W4 Self Service Request Confirmation Page

  6. Select the Exit Self-Service button to return to the Federal Tax Certificate (W-4) page.

See Also

Federal Tax (W-4)