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Employee Self-Service

View or edit an employee's W-4 information in Employee Self-Service

note
This procedure will be performed by the client's employees.
Once the employee activates their Employee Self-Service account, they can sign in anytime to view or modify their W-4 information.
The employee can view the following information:
  • Type (Standard, Agricultural, Household, Independent Contractor)
  • Resident address (street address, city, ZIP Code, county, country, etc.)
  • EIN / SSN
The employee can modify the following information:
  • Name (first, last, middle initial, suffix)
  • Email address
  • Federal W-4 information (filing status, amounts claimed for dependents, other income, and deductions, nonresident alien status, federal tax-exempt status, etc.)
  • State W-4 information for each applicable state (filing status, number of allowances, additional or fixed amount or percentage, etc.)
The employee can follow these steps to edit their W-4 information:
  1. Sign in to the Employee Self-Service account through https://secure.netlinksolution.com/nextgen.
  2. Select the
    My W4 Information
     portlet to view and edit W-4 information.
  3. Make any necessary changes, and then select
    Enter
    note
    The fields reflect those on the 2020 Form W-4. All employees hired as of January 1, 2020, must fill out the new version of the Form W-4. Any changes to W-4 information for existing employees must be done on the new version of Form W-4.
  4. When you open the
    Enter Batch Payroll Checks
     screen or the
    Enter Payroll Checks
     screen, you'll be prompted to accept or reject the changes the employee made in their portal.

This article applies to:

  • Product: Accounting CS

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