To help employees with the new W-4, refer them to the IRS FAQs and the Tax Withholding Estimator.
BIAS must be updated to the Athena release for the New W-4 calculations. Changes to Employee setups should always be completed before the next pay cycle is created.
Is BIAS updated to the Athena Release?
Update BIAS
After BIAS has been updated:
What version of payroll is used?
Go to Advanced Payroll > Payroll Control Center
- Click Employees tab
- Click to highlight desired employee
- Click View
Is the employee using the old W-4 or the new W-4?
No action is needed, BIAS will use the current settings.
- Click Edit
- Check New W4
- Select Filing Status
- Check Box 2c and/or fill in total dollar amount for Box 3, Box 4a, Box 4b, & Box 4c based on employees new W-4.
- To test the W-4 settings, click the blue magnifying glass.
- Click Save
When a new pay cycle is created, the new tax settings will appear in the Employee Summary tab. Until the pay cycle is posted, switching between the old W-4, the new W-4 or making changes to the W-4 boxes is allowable. Any changes made here do not change the settings in the Employee Setup.
Go to Payroll > Payroll Control Center
- Click Employees tab
- Click to highlight desired employee
- Click Tax Defaults tab
Is the employee using the old W-4 or the new W-4?
No action is needed, BIAS will use the current settings.
- Click Edit
- Check New W4
- Select Filing Status
- Check Box 2c and/or fill in total dollar amount for Box 3, Box 4a, Box 4b, & Box 4c based on employees new W-4.
- To test the W-4 settings, click the blue magnifying glass.
- Click Save
When a new pay cycle is created, the new tax settings will appear in the Employee Summary tab. Until the pay cycle is posted, switching between the old W-4, the new W-4 or making changes to the W-4 boxes is allowable. Any changes made here do not change the settings in the Employee Setup.
What version of payroll do you use?
Go to Advanced Payroll > Payroll Control Center
- Click Employees tab
- Click to highlight desired employee
- Click View
Is the employee using the old W-4 or the new W-4?
No action is needed, BIAS will use the current settings.
- Click Edit
- Check New W4
- Select Filing Status
- Check Box 2c and/or fill in total dollar amount for Box 3, Box 4a, Box 4b, & Box 4c based on employees new W-4.
- To test the W-4 settings, click the blue magnifying glass.
- Click Save
When a new pay cycle is created, the new tax settings will appear in the Employee Summary tab. Until the pay cycle is posted, switching between the old W-4, the new W-4 or making changes to the W-4 boxes is allowable. Any changes made here do not change the settings in the Employee Setup.
Go to Payroll > Payroll Control Center
- Click Employees tab
- Click to highlight desired employee
- Click Tax Defaults tab
Is the employee using the old W4 or the New W4?
No action is needed, BIAS will use the current settings.
- Click Edit
- Check New W4
- Select Filing Status
- Check Box 2c and/or fill in total dollar amount for Box 3, Box 4a, Box 4b, & Box 4c based on employees new W-4.
- To test the W-4 settings, click the blue magnifying glass.
- Click Save
When a new pay cycle is created, the new tax settings will appear in the Employee Summary tab. Until the pay cycle is posted, switching between the old W-4, the new W-4 or making changes to the W-4 boxes is allowable. Any changes made here do not change the settings in the Employee Setup.
