As we approach a historic election in November, most experts agree: as a nation, we are at unprecedented levels of political division in this country. Given the recent activism of the executive and judicial branches of the federal government (if not the legislative), and increased levels of state and local activity as well, we in HR mostly “hunker down” and wait for the next mandate to roll out, wondering what impacts it will have on our HCM technology platforms. From minimum wage changes to enhanced EEO reporting, from gender pay equity issues making top news headlines to the question of where the Affordable Care Act will be a year from now, HR professionals need as much information as they can garner to be ready for potential change. In this session, we’ll explore what impact pending legislation (of both the “blue” and “red” variety), recent court cases, and a possible change in control of the Presidency and/or the Senate could have on our professional lives as HR compliance officers.

1. INTERNAL USE ONLY
W4 – The Next Episode

2. Organize. Humanize. Maximize.
2
Recruiting &
Onboarding
Talent
Management
HR &
Benefits
Payroll
Time &
Attendance
Ascentis
Ascentis provides:
• A-la-carte HR technology
• Industry-leading time & attendance
• Easy dashboards for actionable insights
• Unsurpassed support
30+ Years of experience growing with you as an
HR professional throughout unprecedented
change in the role of HR and expectations of
employees.

3. Ascentis
Payroll, HR, Time,
Talent, Recruiting
Ascentis: Extension of your team
INTERNAL USE ONLY
3
Education
W4 Changes
are coming!
Technology
W4 changes and
support ready to
guide you!
You can focus on your
employee experience!
What you should expect from your HR
technology partner

4. Speaker
Housekeeping
Organize. Humanize. Maximize.
4
Questions
Today’s
topic

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How to earn credit
Stay on the webinar,
online for the
full 60 minutes
Be watching using
your unique URL
sent to you from
GoToWebcast
Program codes
delivered by email,
to registered email,
approximately 30 days
following today’s
session

6. Agenda
• What is the W4
• Review deprecated 2019 W4 Components
• Review of the new 2020 W4
• Discuss the Problems Created
• Resources
6

7. INTERNAL USE ONLY
7
Clark Sells
• Leads the Payroll, Tax, and Mobile product teams at
Ascentis. In this role Sells is responsible for leading
the payroll compliance product development life cycle.
• Experience in building, implementing and maintaining
payroll and tax software for employers and payers of
all volumes. In addition to payroll.
• Product strategy experience in multiple tax regimes
including: 1099, FATCA, CRS and ACA. He is a
subject matter expert in the area of taxpayer
identification number matching, non-wage and state
reporting.
• Former chair of the IRPAC’s Employer Information
Reporting and Burden Reduction Committee (EIRBR)
and former member of the Internal Revenue Service
Advisory Committee (IRSAC).
Presenter

8. At the end of this Session you will….
1. Improved understanding of what is changing on the W4 and Why
2. Develop talk track for discussing the new form with employees
3. Know where to go for more information on this subject matter
8

9. In the
Beginning…
INTERNAL USE ONLY 9

10. Fast Forward
10

11. 11
1990

12. 12
2019

13. 13
2019 - Allowances being Retired

14. 14

15. 15
2020 – Step 1

16. 16
2020 – Step 2

17. 17
IRS Tax Withholding Estimator

18. 18
Detour to Instructions
# of Pay Periods
Place value in 4C

19. 19
Detour to Publication 15T

20. 20
2020 – Steps 3 & 4

21. 21
Additional Deductions – Step 4b

22. 22
2020 – Step 5

23. 23
Questions

24. 24
What Users WILL See

25. The Created Problems
Employee Says:
• “How do I make the new behave like the old one?”
• “I used to claim X of allowances how does this translate to the new
form?”
• “I’m not comfortable sharing this information with my employer”
Employer Says
• “What happens if I don’t get a new W4 for a new employee?”
• “Am I required to get a new W4 for all employees?”
• “Employees have questions about the W4 that I’m not able to answer”
25

26. Resources
• 2019 W-4
https://www.irs.gov/pub/irs-
pdf/fw4.pdf
• 2020 W-4
https://www.irs.gov/pub/irs-dft/fw4--
dft.pdf
• Draft Publication 15T
https://www.irs.gov/pub/irs-
pdf/p15t.pdf
• IRS Tax Withholding Estimator
https://www.irs.gov/individuals/tax-
withholding-estimator
26

27. 27
APA Sample Letter

28. In Summary
• Update process and procedures with new resource documentation
• Update new hire packets
• Communicate changes to existing employees
• Not required for existing employees
• Allowances are gone
• Sections 2 through 4 are optional
• Use Steps 2 through 4 to adjust
28

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Questions?

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How Ascentis Payroll Can Help
Ascentis Payroll reduces processing time by 30% with real time
processing and the flexibility and control to complete payroll on
your schedule.
Stop worrying about staying current with ever changing
regulatory updates and complicated tax filing requirements and
switch to Ascentis Payroll Today!
• Fully compliant 2020 W4 withholding elections
• End to end tax filing services
• Empower your employees with Employee Self-Service to manage
personal, pay and tax data any time
• Inform your employees with the Payroll Simulator
Recruiting &
Onboarding
Talent
Management
HR &
Benefits
Payroll
Time &
Attendance
Ascentis

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Learn More
If you are interested
in Ascentis Payroll, or our other HR technology like HR, Time, Talent,
Recruiting, please indicate your interest if you haven’t done so already with
the following poll.

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How to earn credit
Stay on the webinar,
online for the
full 60 minutes
Be watching using
your unique URL
sent to you from
GoToWebcast
Program codes
delivered by email,
to registered email,
approximately 30 days
following today’s
session

33. Organize. Humanize. Maximize.
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Share with your colleagues

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34
Contact Us
info@ascentis.com
www.ascentis.com