Version 1.1 by christie w on 2023/02/01 16:29
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1 We have released an update for the Federal Income Withholding tax based on if you are using the 2019 W-4 form, or the 2020 W-4 Form. If you have not done so already, check for and install any updates that are available for your Aatrix Payroll program.
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3 After the updates have been installed, go to Employee Information and select the first employee on the list that you process a paycheck for. To the right under the Tax section, for the Federal Filing Status drop down menu choose their filing status:
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5 * If you are using the 2020 W-4 then choose the Filing Status based on their selection from Step 1 and whether the box in Step 2 is checked or not checked.
6 * If you are still using the 2019 and earlier W-4 select Single 2019 W4 or Married 2019 W-4 based on their filing status selection on the 2019 W-4.
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8 If you are using the 2019 W-4 enter the Number of Claims, or how many dependents, enter the number in the box to the right.
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10 Any additional withholding indicated on the W-4 is entered in the Extra Withholding box. On the 2020 W-4 the additional withholding amount is reflected in Step 4 (c).
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12 Repeat the above steps for all employees that are to be paid this year.
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14 [[image:https://www.aatrix.com/files/1315/8187/7823/Mac_W4-FedWithholding-Calculations_01.png||alt="Read about the Aatrix software update W-4 and Federal Withholding Calculations"]]
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16 If you are using the 2019 W-4 form that is all you need to do to set up the employees Federal Tax Deduction.
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19 If you are using the 2020 W-4, go to Payroll Items and select the first person on the list that you do a paycheck for. Double click on the Federal Withholding listed under Deductions in red.
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21 From the 2020 W-4 select the Marital Status and if the box in Step 2 (c) is checked or not checked. Click Next.
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23 [[image:https://www.aatrix.com/files/5915/8187/7832/Mac_W4-FedWithholding-Calculations_02.png||alt="Read about the Aatrix software update W-4 and Federal Withholding Calculations"]]
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26 Select whether the employee is a Resident, or Non Resident and click Next.
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28 [[image:https://www.aatrix.com/files/1915/8187/7881/Mac_W4-FedWithholding-Calculations_03.png||alt="Read about the Aatrix software update W-4 and Federal Withholding Calculations"]]
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31 From the 2020 W-4 enter the dollar amount from line 3 and click Next.
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33 [[image:https://www.aatrix.com/files/3915/8187/7896/Mac_W4-FedWithholding-Calculations_04.png||alt="Read about the Aatrix software update W-4 and Federal Withholding Calculations"]]
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36 From the 2020 W-4 enter the amount from Step 4 (a) Other Income (not from jobs) and click Next.
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38 [[image:https://www.aatrix.com/files/5515/8187/7912/Mac_W4-FedWithholding-Calculations_05.png||alt="Read about the Aatrix software update W-4 and Federal Withholding Calculations"]]
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41 From the 2020 W-4 enter the amount from Step 4 (b) Deductions and click OK.
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43 [[image:https://www.aatrix.com/files/4315/8187/7927/Mac_W4-FedWithholding-Calculations_06.png||alt="Read about the Aatrix software update W-4 and Federal Withholding Calculations"]]
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46 Repeat for all employees with the 2020 W-4 to set up their Federal Tax calculation For any new employees that are entered you will need to go thru the same steps above to set up their Federal Withholding Tax.