Running the Generate Federal Employee W-4 Program

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.

arrow icon   To run the Generate Federal Employee W-4 program:

  1. In the Name field, select Generate Federal Employee W-4.

  2. 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:
    • Assignment

    • Consolidation Set

    • Employee Name

    • GRE

    • Organization

    • Payroll

    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.
  3. Click OK and then Submit.

arrow icon   Viewing the Report Output:

The Generate Federal Employee W-4 program produces a PDF report that consists of the following sections: