Why is the 2020 Federal W-4 Form not syncing over into Namely Payroll?

The data in the 2020 Federal W-4 Form should automatically sync over into Namely Payroll after the employee submits it; however, there are multiple scenarios where the syncing doesn’t occur, and you may receive an error message:

If you receive an error message that says Withholdings not applied, it is generally caused by an employee entering in a "0" in the field that only accepts the word Exempt (if applicable.):

  Employees should refrain from entering anything in this field unless they are claiming to be Federal Exempt. ​​​​​​

Other Common Errors:

• The 2020 W-4 form is case sensitive, so employees must enter in their address accordingly.

• The 2020 W-4 Form does not automatically calculate any amounts for the employee -  they must do the calculations themselves. The amounts they enter in the fields will sync over into Namely Payroll just as they entered them. For example, if an employee leaves a field blank, it will sync over as $0.

Notes: 

• The only two options to rectify a 2020 W-4 Form with errors is to either have the employee redo the form, or you can manually update the fields on the employee’s Tax Record in Namely Payroll. 

• Tax unification does not work for employees who are active in multiple EINs.

• Always use the Federal W-4 2020 (Employee Withholding Allowance Certificate) Agreement form. If you use the wrong 2020 W-4 form, it will not sync over into Namely Payroll.