Configure Income Tax Withholding Forms

You can configure an Income Tax Withholding Forms section that appears in the Forms section of the onboarding employees’ Getting Started screen so that they have the option of selecting and completing the tax forms for where they work or reside. These tax forms are provided by Dayforce, with no need to set them up or add them.

Use this feature to avoid placing federal and state/provincial tax forms in a guided process. This way, if the correct form isn’t available to onboarding employees, or if they opt not to fill out the forms, they can skip income tax withholding forms altogether and this won’t prevent them from completing their onboarding policy.

Note: Each income tax withholding form submitted by onboarding users is sent separately to DocuSign in its own individual envelope, and corresponding DocuSign charges will apply.

Role feature access: Onboarding Setup > Income Tax Withholding Forms Configuration

To configure income tax withholding forms:

1. Go to Onboarding Setup > Income Tax Withholding Forms Configuration.
2. Click Add in the toolstrip.
3. In the Country drop-down list. select the country you want to add.
4. Note: This feature isn’t available for all countries.
4. Click the Add below the Country drop-down list.
5. In the Income Tax Withholding Form column, select a form from the drop-down list.
6. In the Workflow column, select a workflow.
7. Repeat steps 4 through 6 to add as many forms as you require for that country.
8. Click Add in the toolstrip to add another country. Repeat steps 4 through 7 to add the required forms for that country.
9. Repeat step 8 until you have added all forms for all countries you require.
10. Click Save.
11. After you set up the relevant countries with income tax withholding forms, you can include those countries in the Forms section of the onboarding policy. See Add Income Tax Withholding Forms to an Onboarding Policy.