How do I review an employee's federal withholding calculations?

You can review and correct your employee's tax setup to confirm their selection for Exempt from Federal Income Tax Withholding at any time in Namely. Before editing, we recommend reviewing the below resources from the IRS to confirm calculations and qualifications.

Paycheck Checkup: A fifteen-minute online wizard which will ask you a series of questions that can help you determine the best way to fill out the new W-4 form.

IRS Publication 15-T: Learn how federal income tax is calculated.

IRS Tax Withholding Estimator: Determine your federal income tax per pay period based on your W-4 form.

TIP:

The IRS Tax Withholding Estimator is the best resource for any employees curious about their withholding calculations.

If any edits need to be made a new W4 may need to be submitted to Namely. Please read our Managing eSignatures article to learn more about sending and signing documents in Namely.