PRO: How to Update Your Direct Deposit and Tax Withholding
Introduction:
Navigating financial details like direct deposit and tax withholding can seem daunting, but Pro Software's employee dashboard makes it simple and user-friendly. This guide will walk you through the steps to update or add your direct deposit information and modify your W4 settings for both federal and state taxes.
Please Note: Your dashboard may look slightly different from the examples provided, as it's customized to meet your company's specific needs.
Steps/Procedures:
1. Navigating to the Home Dashboard:
- Your main dashboard is the starting point. Here, you'll find various widgets tailored to your company, allowing you to access your profile, payroll information, benefits, and more.
2. Submitting a Change Request:
- Locate the “My Change Request” widget on your dashboard.
- Click on 'New Request'.
- A prompt will appear where you can select the type of change: Direct Deposit, Federal W4, or State W4.
- Choose the required option and click “Go”.
3. Following Up on Your Request:
- After submission, your request will go to your employer or guHRoo for approval.
- You can track the status of your request in the 'My Change Request' widget.
4. Changing Direct Deposit Information:
- In the Direct Deposit section, use the “plus” icon to add a new account, the “pencil” icon to edit an existing account, or the “stop” icon to cancel an account.
- After making changes, click the submit button at the bottom of the screen.
5. Updating Federal W4 Information:
- In the Federal W4 section, you can adjust your federal tax withholding settings.
- Remember, all changes conform to the 2020 or later W4 form.
- You'll need to provide a signature and the last four digits of your Social Security Number for document submission.
6. Modifying State W4 Information:
- The State W4 section allows you to update your state tax withholding preferences.
Troubleshooting:
- If you encounter issues navigating the dashboard or submitting requests, first ensure your internet connection is stable.
- For problems not resolved by basic troubleshooting, contact your HR department or IT support for assistance.
Related Resources/Links:
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