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carole@inflectio
October 13, 2022
Question

How can I upload a new W4 to documents under employee? I have Quick Books Online Advanced and QB payroll Elite. Our employees are connected with Workforce.

  • October 13, 2022
  • 1 reply
  • 0 views
I first go to Employee List, Employee, then Documents.  I am only able to view documents can not edit, delete or add.

1 reply

K
Kurt_M
October 13, 2022

Hello there. I'm here, and I'll share some details about uploading a new W4 document for your employee in QuickBooks Online (QBO).

 

You may be unable to edit your employee's W4 because you have granted access to your employees in the workforce. If you gave them permission to enter their information the first time they set up, they can also update their information in the future. You'll want to contact your employees and let them access the workforce to update their W4. Once they're ready, here's how they can access and update their information:

 

  1. Sign in to workforce.intuit.com.
  2. Go to the Profile menu.
  3. In your Profile menu, go to Federal and state tax withholding info.

 

In case they can't update their details, I'd recommend letting them reach out to the Workforce Support Team through chat. Visit this page for more information: Add your personal info in QuickBooks Workforce.

 

Additionally, I've got you this article to help you prepare to wrap up this year's payroll: Year-end checklist for QuickBooks Online Payroll.

 

Our door is open 24/7 if you need further assistance updating your employee's w4. You can also post here anytime if you have any additional QuickBooks-related concerns or need help performing specific tasks in QuickBooks. it'll always be my pleasure to help you out again. Take care, and enjoy the rest of the week.

C
Caleb15
March 19, 2023

Is there a way to undo an accidental invitation? The tax withholding section shows the following message, but I don't see any way to actually turn off employee self-setup.

 

"We asked [Employee] to fill out their 2021 Form W-4 in Workforce.
Need to use an earlier Form W-4? Turn off Employee self-setup above and enter info."

 

The employee doesn't want to use workforce and I didn't mean to invite them to it in the first place, but now I don't see a way to undo it. The self-setup toggle shows up on the employees I haven't invited to workforce, but not on the one that I invited accidentally.

J
JamesAndrewM
March 19, 2023

Your joining our Community forum is a great pleasure on our part, @Caleb15. Thanks for putting QuickBooks as your first choice.

 

I am sharing some knowledge that will enable you to revoke the Workforce invitation you previously extended to your employee.

 

So as to accomplish this. To cancel the invitation, you must disable Workforce access. As follows:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click Payroll from the left menu, then select Employees.
  3. Choose the employee from the list.
  4. From the Actions section, click Turn off Workforce access.
  5. Hit Confirm.

 

I'm also adding these articles that tackle managing employees for more information:

 

 

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.

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