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Employees

Enter Tax Information

Enter your employees' tax elections, allowances, and withholding amounts.

  • You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.

  • If you need more information on ministerial taxes, read Publication 517.

  • Make sure these fields match your employee's W-4 as you enter their information.
  • If you clicked Next from the previous section and have not exited, disregard the first two steps.
Only state and local tax information that applies to an employee's address will display. Wages for ministers are FICA exempt and will print as taxable income on Form W-2. Only the voluntary withholding amount you enter will be deducted for income taxes.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Either click the employee's name, or click the ellipsis icon beside an employee and select Edit.
  3. On the Tax Information tab, only turn on the 2020 W-4 if this employee is new or has requested federal withholding changes.
  4. Select any necessary elections, and enter withholding.
  5. If this employee lives out of state, select whether to file taxes from the state in which they live or the state in which they work.
  6. For ministers, if necessary, calculate the voluntary withholding amounts per paycheck, and enter the numbers.
  7. Clear any local taxes that do not apply.
  8. If you want to continue with this employee, click Next: ACA. If you want to return to this later, click Save & Close.
    Note: Ministers typically file Form 4361 to exempt themselves from self-employment tax. If your ministers haven't done this, increase the voluntary amount withheld to offset the cost of self-employment tax they would otherwise have to pay.

Edit Employee Taxes

Edit an employee's tax information.

  • If you need more information on ministerial taxes, read Publication 517.

  • Make sure these fields match your employee's W-4 as you enter their information.

  1. In the top-left corner, click your ministry hub then Accounting. Then click Payroll > Employees.
  2. Click the ellipsis icon beside the employee you want to edit.
  3. On the Taxes tab, click Edit Tax Information.
  4. Select any necessary elections, and enter withholding.
  5. For ministers, if necessary, calculate the voluntary withholding amounts per paycheck, and enter the numbers.
  6. Clear any local taxes that do not apply.
  7. Once you're satisfied with your edits, click Save.
Payroll

Last updated: March 5, 2024

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