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This article applies to:

  • Product: NetClient CS

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.