If you're looking to adjust your W-4 tax withholdings, the process within Pro Software is straightforward and user-friendly. Whether you need to change your federal or state W-4 due to personal or financial changes, this guide will walk you through each step. By the end of this article, you'll be able to make the necessary adjustments confidently and efficiently.

Steps/Procedures:

1. Accessing Pro Software:

   • Start by visiting Pro Software. Log in with your credentials to access your personal dashboard.

2. Navigating to Change Requests:

   • On your dashboard, look for the option labeled ‘My Change Requests.’ This is typically found in a menu or as a prominent feature on your dashboard.
     
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3. Initiating a New Request:

   • Within the ‘My Change Requests’ section, click on ‘New Request.’ This action will enable you to start the process of adjusting your W-4.
     
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4. Selecting the Type of W-4 Form:

   • After clicking ‘New Request,’ a drop-down menu will appear. Here, you will have the option to select either ‘Federal W4’ or ‘State W4,’ depending on which form you need to adjust.
   • Make your selection based on your needs. If you need to adjust both, you’ll need to complete this process separately for each form.

5. Submitting Your Request:

   • Once you have made your selection, click on ‘Go.’ This will take you to the respective form where you can enter or modify your withholding details.

6. Completing and Reviewing Your W-4 Form:

   • Fill in or adjust the necessary information on the W-4 form. Ensure all data is accurate and reflects your current financial situation for tax withholding purposes.
   • Double-check your entries for any possible errors or omissions.

7. Final Submission:

   • Once you are satisfied with the changes, submit the form. Your changes will be saved and applied to your payroll information.

Troubleshooting:

• Login Issues: If you're having trouble logging in, ensure your credentials are correct. If you've forgotten your password, use the ‘Forgot Password’ link for assistance.
• Form Access Problems: In case the form doesn’t load or an error message appears, try refreshing the page or clearing your browser’s cache. If the issue persists, contact your IT department or Pro Software support for assistance.

Related Resources/Links:

• Understanding Your Payroll Information in Pro Software
• Guidelines for Updating Personal Information in Pro Software