Please Note: We have revamped and streamlined our user-facing documentation for Employee Self-Service and created a new, fully interactive Employee Self-Service - User Guide. The article you're viewing now is scheduled to be sunset on 7/1/2024 due to the fact that the content is to be maintained in the new format going forward. Please update your bookmarks accordingly.
Introduction
The purpose of this article is to review and explain how to use the Tax Updates Wizard.
Navigation
In order to make changes to your tax information (W-4 or state or local withholding), log into isolved using your Employee Self-Service email address and password. Please ensure that passwords are a minimum of 12 characters (at least one lower case alpha [a-z], one upper case alpha [A-Z], one numeric [0-9], and one special character). Spaces are allowed to support the use of easier to remember passphrases. Going forward, your password will not expire. Passwords may also not duplicate any of your previous 10 passwords.
If you key an incorrect password five times, you will be locked out of the system. You will receive a message after each incorrect attempt indicating the remaining number of attempts. After the fifth incorrect attempt, you will be locked out of the system for 10 minutes. Once the 10 minutes has passed, click on the "Forgot Password" link and change your password. If you need access sooner, you may contact your company's administrator to unlock your account.
Tax Updates Wizard
Navigate to Employee Self Service > Tax Updates Wizard.
Click Tax Updates Wizard.
Click Start
Select which forms you would like to complete. If not making changes to a specific jurisdiction, click "I want to skip this section."
Once your selection is complete, click Continue.
If available, respond to the questions on the Survey. Here is an example:
Then, click Next
Click Start next to the Form you which to complete. Respond to any questions available. This may vary based on form. Here is an example:
Once complete, click Next.
Select a Filing Status (if applicable) and click on Next.
Respond to any questions available (these may vary per form) and click Next.
The next questions will vary per form selected. Most forms have a worksheet to help you calculate your withholding or you can choose to fill out the form without the worksheet. Here is an example from the current Federal W-4 Tax Updates Wizard:
If you need assistance completing the entries from the W-4, please click on "I want to use the worksheet to calculate roughly accurate withholding." You may also refer to the 2020 W-4 Employee Withholding Certificate article in the University Library.
Select the one that applies and click Next.
Complete Dependent information (if applicable) and click Next.
Review any other questions, make your selection (may vary per form) and click Next.
When you complete the Wizard, a copy of the form completed will appear on the screen. Please scroll down to see the complete form. Please review your changes. If you need to make any changes, please click Return to the Previous Page.
If you have reviewed and are ready to submit your changes:
Click on the box "Under penalties of perjury, I declare to the best of my knowledge and belief is true, correct and complete."
Enter the last four digits of your SSN.
Click Submit Form.
Once complete, you will receive a pop-up "Your form has been submitted – All sections are completed." You will have the option to click "Finish" or "Continue" if you have more forms to fill out.
If you have any additional tax forms to update, click Next and follow the same process as above.
2020 W-4 Help
For 2020 W-4 Employee's Withholding Certificate, the new 2020 W-4 will be available. For help with completing the form, go to www.irs.gov and review the Frequently Asked Questions.
There is also a Tax Withholding Estimator available on the IRS website to assist you with the completion of the form.