2020 W4 Payroll File Setup

I recommend my clients provide new W4 to their staff, since it is different. I already have them include a reminder in payroll about this time of year, for those who are under- or over-withheld, to remind them to submit a new W4 to make an adjustment, anyway.

Yes, those new W-4s are a bear. The software allows you to use the "old" system, for employees who haven't filled a new W-4. But I'm using the new W-4 to drum up business. I've posted on social media about the new forms, how they're way different but ultimately better, and offering free W-4s with a tax return to returning clients, and for people who are not clients, I'm charging $10 for the first and $5 for each thereafter. Then just use the IRS calculator. If your state has a W-4 (ours does) throw that one in, too. People have questions -- that's good for us professionals. We have answers!

That's because the program isn't properly updated to reflect all the different filing scenarios from the new 2020 Form W-4 .  I am hoping that their programmers are working on a solution.  For now, you can only choose single or married.  :(