Updating Your Tax Withholding (W-4)

When to Update Your W-4

Update your tax withholding when:

• You get married or divorced
• You have a child
• You buy a home
• You start or stop a second job
• Your spouse starts or stops working
• You want to change the amount withheld from your paycheck

How to Update in DayForce

Step 1: Log into DayForce

Step 2: Click "Pay" in the top menu

Step 3: Select "Tax Withholding"

Step 4: Choose "Federal" or your state

Step 5: Complete the W-4 form:

• Filing status (Single, Married Filing Jointly, Head of Household)
• Number of dependents
• Additional withholding amount (optional)
• Claims for exemption (if applicable)

Step 6: Review and submit

When Changes Take Effect

Changes submitted by Wednesday at 5pm ET take effect for the next pay period. Changes after this deadline process the following pay period.

Federal vs State Withholding

Update both federal and state withholding separately. Some states use the federal W-4. Others require a state-specific form.

Additional Withholding

Request additional tax withholding if:

• You have other income (rental property, investments)
• Your spouse works
• You want a larger refund

Enter the additional amount per paycheck in the "Extra Withholding" field.

Claiming Exempt

You claim exempt from withholding only if:

• You had no federal tax liability last year AND
• You expect no federal tax liability this year

Most employees do not qualify for exempt status.

Checking Your Withholding

Review your pay stub to confirm withholding changes took effect. Federal and state taxes should reflect your new W-4 within 1-2 pay periods.

IRS Tax Withholding Estimator

Use the IRS Tax Withholding Estimator to determine the right withholding: irs.gov/individuals/tax-withholding-estimator

Questions?

For tax advice, consult a tax professional. For help updating your W-4 in DayForce, contact the payroll team through AskHR.