Customizing Pre-Populated Employer Information - Federal W4

Defaulting Employer Information with the Federal W4 – Avionté BOLD

The Federal W4 form has an Employers Only section to be completed by the hiring organization. This article outlines how to default (hardcode) Employer data into this section or create a drop-down to select Employer data if multiple suppliers exist.

Note: The instructions in this form are based on customization edits using Adobe Sign/Adobe Acrobat.

Information on setting up Autofill

 

Federal W4 (Adobe Sign/Default Selection)
Federal W4 (Adobe Sign/Dropdown Selection for Multiple Suppliers)
Federal W4 (Adobe Acrobat/Default Selection)
Federal W4 (Adobe Acrobat/Dropdown Selection for Multiple Suppliers)

 

 

Federal W4 (Adobe Sign/Default Selection)

  1. Download the Federal W4 or Federal W4-SP from our Knowledge Base and save it to your computer.
  2. Upload the PDF template to Adobe Sign account and select Preview & Add Fields.

    2021-02-01_10_04_57-Adobe_Sign__an_Adobe_Document_Cloud_Solution.png

  3. Scroll down to the Employers Only section

    tempsnip1111.png

  4. There are seven (7) existing fields that can be edited to insert defaulted Employer data: Employer            Name, Employer Address 1, Employer Address 2, Employer City, Employer State, Employer Zip                    Code & Employer EIN.

    2021-02-01_10_28_21-Adobe_Sign__an_Adobe_Document_Cloud_Solution.png

  5. Right-Click & select Edit on the desired field to insert employer data.

    2021-02-01_11_06_26-Adobe_Sign__an_Adobe_Document_Cloud_Solution.png

  6. Enter text for Default Value. Example - "ABC Staffing Inc." corresponds to the default value of Employer Name. Select Okay to complete change.

    tempsnip2222.png

  7. Repeat steps 5 & 6 to default Employer Information for remaining fields. Click Save when all updates completed.

    2021-02-01_11_28_23-Adobe_Sign__an_Adobe_Document_Cloud_Solution.png

 

 

Federal W4 (Adobe Sign/Dropdown Selection for Multiple Suppliers)

  1. Download the Federal W4 or Federal W4-SP from our Knowledge Base and save it to your computer.
  2. Upload the PDF template to Adobe Sign account and select Preview & Add Fields.

    2021-02-01_10_04_57-Adobe_Sign__an_Adobe_Document_Cloud_Solution.png

  3. Scroll down to the Employers Only section

    tempsnip1111.png

  4. Right-Click & select Delete on the desired field to remove data field.

    2021-02-02_08_18_43-Adobe_Sign__an_Adobe_Document_Cloud_Solution.png

  5. Locate 'Data Fields' to the right of the template & select Drop Down. Replace the previously deleted data field with the Drop Down data field. Adjust to appropriate size.

    2021-02-02_08_20_44-CN_Microsoft_Windows__O_Microsoft_Corporation__L_Redmond__S_Washington__C_US.png

  6. Right-Click & select Edit on Drop Down field to insert employer data.

    2021-02-02_08_27_10-Adobe_Sign__an_Adobe_Document_Cloud_Solution.png

  7. Enter Drop Down Options to include multiple suppliers. Choose default value to display & select Okay to complete.

    tempsnip555555.png

  8. Repeat steps 5-7 to create default Employer Information dropdowns for remaining fields. Click Save when all updates completed.

 

 

Federal W4 (Adobe Acrobat/Default Selection)

Note: The instructions in this form are based on customization edits using Adobe Acrobat
  1. Download the Federal W4 or Federal W4-SP from our Knowledge Base and save it to your computer.
  2. Open the saved downloaded file to edit and scroll down to the Employers Only section

    w41.png

  3. There are seven (7) existing fields that can be edited to insert defaulted Employer data: Employer            Name, Employer Address 1, Employer Address 2, Employer City, Employer State, Employer Zip                    Code & Employer EIN.
  4. Right click on a selected field to default text (ex. Employer name) and click Properties.

    w42.png

  5. Select Options from the banner & input the Employer Name into the Default Value type field. Click Close to save.

    w43.png

  6. Repeat steps 4 & 5 to apply desired default text to the seven (7) Employers Only information fields.
  7. After completed edits are saved and W4 Form is uploaded to the Adobe Sign account / Configured with 2 Signatures in the AERO or BOLD applications, the Employer Section will be pre-populated with the inserted data. Fields remain editable for adjustments and to enter First Date of Employment.

    w44.png

 

 

Federal W4 (Adobe Acrobat/Dropdown Selection for Multiple Suppliers)

  1. Download the Federal W4 or Federal W4-SP from our Knowledge Base and save computer.
  2. Open the saved downloaded file to edit and scroll down to the Employers Only section

    w45.png
  3. There are seven (7) existing fields that can be edited to insert defaulted Employer data: Employer Name, Employer Address 1, Employer Address 2, Employer City, Employer State, Employer Zip Code & Employer EIN.
  4. In order to create a dropdown selection, the existing field must be deleted & replaced with a dropdown.
  5. Right click on the selected field and Delete.

    w46.png

  6. Right click again in the empty space after deleting field, then select Dropdown.

    w47.png

  7. Adjust new Dropdown box accordingly to fit the area.

    w48.png

  8. Right click the Dropdown field and select Properties.

    w49.png

  9. Navigate to Options from the banner & Type into the Item field the Employer Name. Click Add to insert into Item List Repeat this step for Multiple Employer Names. Click an Employer Name form the Item List view to designate as the Default Choice.

    w410.png

  10. Navigate back to Appearance and select Auto as the Font Size. Click Close to save.

    w411.png

  11. Repeat steps 5-10 to apply desired dropdowns to the seven (7) Employers Only information fields.
  1. After completed edits are saved and W4 Form is uploaded to the Adobe Sign account / Configured with 2 Signatures in the AERO or BOLD applications, the Employer Section will be pre-populated with the inserted dropdowns.

 w413.png

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Note: Blank values on W4s are persisted as zero when the field involved is for Exemptions, Dependents, and Additional Withholding Amounts.

 

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