Overview
Before you can be paid as a W-2 employee, certain employment and tax documents are required. These forms ensure we can verify your eligibility to work and withhold the correct taxes from your paycheck.
Step 1: Complete the Federal Form W-4
The W-4 form determines how much federal income tax should be withheld from your paycheck. You can adjust your W-4 at any time by resubmitting a new form.
You’ll need to provide:
- Your legal name and Social Security Number
- Filing status (e.g., Single, Married, Head of Household)
- Any adjustments, credits, or additional withholding you want to apply
Step 2: Complete the I-9 Employment Eligibility Verification Form
The I-9 form is a federal requirement for all United States employers and must be completed to begin work. The I-9 verifies your identity and that you are authorized to work in the United States.
You will need to:
- Fill out Section 1 on or before your first day of work
- Provide acceptable documentation (e.g., Passport, Driver’s License + Social Security Card, etc.)
- Present these documents in person or via authorized digital verification, if applicable
Step 3: Submit Your State Withholding Form (If Required)
Some states require a separate form to determine your state income tax withholding. If your state does not have income tax, no form will be needed.
- You may be prompted to complete this during onboarding
- Common forms include:
- DE 4 (California)
- IT-2104 (New York)
- WT-4 (Wisconsin)
Step 4: Submit Forms via the Payroll Platform
Upload your completed forms during onboarding.
Remember to ensure the following:
- Your legal name matches your government-issued ID
- All forms are signed and dated
- All fields are completed accurately
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