Submit Income Tax Withholding Forms

You might be asked to select, complete, and sign income tax withholding forms (ITWFs) as part of the onboarding process. These forms withhold taxes for the jurisdiction where you reside or work, based on your financial needs.

Before You Begin: You might need to set up your e-signature if the forms are e-signable. See Set Up Your E-signature.

To submit your relevant income tax withholding forms:

1. Go to the Getting Started feature
2. Click the Your Onboarding Forms tab.
3. Expand the Income Tax Withholding Forms section.
4. Select I will select and submit income tax withholding forms that I'm required to complete.
5. Note: If you choose not to submit these forms, select I will not be submitting any income tax withholding forms, click Finish, and ignore the rest of the steps in this section. You can't submit the forms later from Getting Started.
6. A selection of forms for your country opens.
5. In the list to the left, select each form that applies to you and click the single-arrow icon to move it to the right column.
6. Note: If you don't see the form that applies to you, click Finish and consult with your HR department to submit the appropriate forms.
6. Click OK.
7. Each selected form appears, with its own Start button.
8. 
7. For each form, do the following:
   1. Click Start.
   2. The application might display a loading bar until the DocuSign e-signature screen appears.
   2. Enter all relevant information on the form. Be sure to provide accurate information because it might be difficult to update it later.
   3. Click Submit.
   4. Provide your e-signature for the form.
   5. After you provide your e-signature, the DocuSign screen closes and the form is displayed as submitted.
8. After you have completed and submitted all forms, click Finish.
9. Your income tax withholding forms are updated and displayed as completed on the Getting Started page.
10. Note: Depending on configuration, you might be able to update the submitted forms from the Forms tab of Profile if you find an error. Alternatively, you can consult with your HR department so they can update the forms on your behalf.