The Tax Form page that is available through the Employee Self-Service responsibility enables employees to update their Federal W-4 and State W-4 withholding information. After making changes, employees can review their tax details using a PDF report. For more information, see Tax Form (W-4) (US).
To meet audit requirements, Oracle Payroll provides the Generate Federal Employee W-4 program to produce Federal W-4 forms of employees. This concurrent program applies only to Federal W-4. After employees update their Federal W-4, as a payroll administrator, you can run this program to generate Federal W-4 PDF reports. Run this program to produce Federal W-4 reports at the federal level either for a single employee or multiple employees.
Run the Generate Federal Employee W-4 program from the Submit Request window.
In the Name field, select Generate Federal Employee W-4.
Enter the parameters discussed in the following table.
| Year (required) | Select the year for which you want to run the report. |
| Selection Criteria (required) | Select from the following list to run this report for a specific criteria:
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| Payroll (optional) | If you selected Payroll in the Selection Criteria field, then select a payroll available in the business group to limit the report to a single payroll. If this field remains blank, then the report contains information for all payrolls in the business group. |
| Consolidation Set (optional) | If you selected a Consolidation Set in the Selection Criteria field, then select a consolidation set from the list. If you select a payroll in the Payroll field that is associated with a consolidation set, then this field automatically populates the consolidation set value. |
| Government Reporting Entity (optional) | If you selected GRE in the Selection Criteria field, then select a GRE from the list to limit the report to a single GRE. If this field remains blank, then the report contains information for all valid GREs in the business group. |
| Organization (optional) | If you selected Organization in the Selection Criteria field, then select an organization from the list of organizations in the business group. |
| Assignment Set Name (optional) | If you selected Assignment Set in the Selection Criteria field, then select a set from the list. Only employees in the selected GRE appear on the report. Note: This report does not support dynamic assignment sets. |
| Person (optional) | If you selected Employee Name in the Selection Criteria field, then choose an employee from the list. |
| Sort Option (optional) | Use the sort option fields to sort your report results. |
| Print Terminated Employees (optional) | Select Yes to include terminated employees in the report. Otherwise, select No. |
Click OK and then Submit.
The Generate Federal Employee W-4 program produces a PDF report that consists of the following sections:
Report Parameters: This section displays the parameters that were selected to run the program.
Employee W4 PDF: This section displays the Federal W-4 form of each employee who is found eligible to be included in the report produced by the Generate Federal Employee W-4 Report program. The employee selection is based on the parameters selected while running the report.