J-ESS Tutorial W-4/VA-4 Tax Information Update

2 J-Ess Tutorial – Enter JMU e-ID & Password Enter your JMU e-ID and Password Then click Sign In to log in to JMU Employee Self-Service (J-Ess). W-4/VA-4 Tax Information Update

3 J-Ess Tutorial – Click on Tax Info Link W-4/VA-4 Tax Information Update Click W-4/VA-4 Tax Information

4 W-4/VA-4 Tax Information Update J-ESS Tutorial – Tax Information Page Current tax information displays Click link to view which pay check the changes will take effect Note: This page will be read-only (grayed- out) if you are an employee with non- resident alien status. Please use paper forms to submit changes. Click links to the W4 form and VA-4 form if you need guidance on making changes or want to view the paper form.

5 W-4/VA-4 Tax Information Update J-ESS Tutorial – Change Tax Data For federal, enter the total number of allowances you would like to claim, any additional amount you would like withheld from each paycheck (if desired) and marital status. Marital status, in this case, only determines which tax chart will be used to calculate your taxes. See next slide for additional information. For state, enter the total number of SWT (State Withholding Tax for Virginia) allowances and any additional amount you would like withheld from each paycheck, if desired. Click Submit For details about exemption, see slides

6 W-4/VA-4 Tax Information Update J-ESS Tutorial – Marital Status Married individuals who wish to have more income tax withheld from their pay may choose the marital status of “Single” and also click the box that reads “Check here and select single status if married but withholding at single rate.” Please note that if you choose the marital status of “Married” and also click the box, the system will calculate your taxes as if you’d selected “Single.”

7 W-4/VA-4 Tax Information Update J-ESS Tutorial – Verify Identity Your User ID is pre-populated, but you must enter your JMU e-ID password. Note Note: After clicking Submit on the Tax Information page, you will see the Verify Identity page. This re- identification serves as your electronic signature, verifying that you acknowledge the changes you’ve just made to your tax withholding and providing further security. Once you have entered your password, click the Continue button.

8 W-4/VA-4 Tax Information Update J-ESS Tutorial - Confirmation Note Note: After clicking Continue on the Verify Identity page, you will see this Confirmation page. Click OK to complete your transaction.

9 W-4/VA-4 Tax Information Update J-ESS Tutorial – View Changes Note Note: You cannot make changes to this screen as it is view only. If you wish to make another change you must go out of this page by clicking on “Go back to Payroll, Compensation & Leave” or “Go back to J-Ess Main Page” and then click on the W-4/VA-4 Tax Information link again. Note Note: After clicking OK on the Confirmation page, you will be returned to the W- 4/VA-4 tax information screen where you can view your change, return to Payroll, Compensation & Leave or Go Back to J-Ess Main Page.

10 W-4/VA-4 Tax Information Update J-ESS Tutorial – Notification Note Note: You will receive an auto- notification that displays your new tax information. To make additional changes, log in to J-Ess again.

11 W-4/VA-4 Tax Information Update J-ESS Tutorial – Claim Exemption If you wish to claim exemption for either federal or state, you will need to submit paper forms to the Payroll Services office. You can access and download the paper forms via this link. Note: If your status is currently exempt and you wish to start having taxes withheld, you can make that change here. Please see the next slides for details.

12 W-4/VA-4 Tax Information Update J-ESS Tutorial – Tax Exempt Scenarios If your status is currently exempt on both Federal and State, your tax information screen will look like this. If your status is currently exempt on State only, your tax information screen will look like this. If your status is currently exempt on Federal only, your tax information screen will look like this. Note Note: If you wish to change from being exempt to having taxes withheld, please see the following page for instructions.

13 W-4/VA-4 Tax Information Update J-ESS Tutorial – Change from Tax Exempt If you wish to change from being exempt to having taxes withheld, check the appropriate box beside the statement to remove exemption from federal and/or state taxes. For federal, you will need to choose the appropriate marital status as well as enter the number of allowances you wish to claim and any additional amount. For state, you simply need to enter the number of allowances you wish to claim and any additional amount. Click Submit