The W-4, or “Employee’s Withholding Certificate” is the IRS document completed by employees and submitted to employers, indicating how much to withhold from paychecks for employee taxes. This introductory session will examine the intricacies of the form and it’s surrounding processes to gain a better understanding of the overall effects on year-end processes, with best practices to simplify tax withholding for employers.

In this webinar we will discuss:

  • Purpose of the Form W-4
  • How to complete the Form W-4
  • How often do adjustments need to be made?
  • State vs Federal Forms
  • “Lock-In” letters, what are they and how do employers comply
  • Compliance considerations

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About the presenters

Gordon Middleton Headshot

Gordon Middleton

Product Intelligence Manager

  • Assists employers with developing and honing their employment verification processes from the ground up including training plans and audit preparation
  • Helps both clients and internal stakeholders interpret enforcement agency decisions and communications via blogs, webinars and on-site presentations
  • Expert with over 17 years of experience handling employer compliance processes, including I-9 and E-Verify, paperless pay, and year-end and onboarding processes such as W-2 and ACA
  • Interacts with various state and federal agencies to interpret guidance pertaining to new processes
Andy Warren Headshot

Andy Warren

Tax Withholding and Compliance Library Product Owner

  • Focuses on the employee experience and designing solutions that fit their needs
  • Helps clients improve compliance with updated tax codes at federal, state, and local levels
  • 13+ Years of experience in the Employer Services/HR Technology industry

Who is Experian Employer Services?

As the world of work is evolving, employers are asking us for alternatives to outdated practices and complacent legacy providers to meet their new challenges. At Experian Employer Services, we’re keeping the focus and flexibility that you value in boutique providers and adding the resources and security of Experian.  With over 75 years of combined industry experience, we are already improving the performance and experience of over 2,000 employers with over 17 million employees. And we are just getting started.