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Going Paperless with Online W-4 Tax Automation

Shelby Klingerman, Content Curator |

At RECONNECT 18, one session covered the option of going paperless and moving to an automated online W-4 tax form. This move to an online form is an effort to empower employees and give them a chance to implement self-service.

The Benefits of Self-Service

Before considering the specifics on W-4 tax automation, it’s important to first think about why self-service is beneficial. Here are some of the top benefits of self-service:

  • Moving away from paper and manual processing saves on costs.
  • It increases accuracy and timeliness.
  • Redundancy of traditional record updates is eliminated, so productivity is increased.
  • It empowers employees to handle their own data, giving them a better sense of control and connection to HR.

Things to Consider

There are also some considerations that you will need to address if you decide to move to a paperless, online W-4 tax form.

  • Staying in compliance as forms change.
  • Ensuring that employees properly complete forms.
  • Keeping Payroll in the loop.
  • Tracking and enforcing specific state requirements.

Learn More About Paperless Online W-4 Tax Automation

The overall goal of going paperless is to fully automate Federal, State and local tax functionality for users and employees without having any paper requirements. To learn more about how you can move to paperless W-4 tax automation, check out the full presentation below:

 

 

Additional Resources

Want more resources like this, all in one place? Discover everything available at COLLABORATE 19, the Technology and Applications Forum for the Oracle Community, April 7-11, 2019, in San Antonio. Learn more and follow #C19TX on Twitter to stay up-to-date on all things COLLABORATE 19!