Access Tax Forms including Federal, State, and W2
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Tatiana Franco

Created Aug 05, 2024

Access Tax Forms including Federal, State, and W2

View and/or update your federal & state tax forms.

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1

Once in the UKG Pro Mobile App, click on Menu.

Once in the UKG Pro Mobile App, click on Menu.
2

A list of options will open on the left side. You will need to click on drop-down arrow beside Pay and Taxes.

A list of options will open on the left side. You will need to click on drop-down arrow beside Pay and Taxes.
3

View features below. However, if you click on View All under Withholding Forms, it should take you to view and/or update your federal and state tax forms.

View features below. However, if you click on View All under Withholding Forms, it should take you to view and/or update your federal and state tax forms.

Federal Tax

4

Here you can either click on the Federal Income Tax form to view (view step 4) or update your tax form (view steps 5-10).

Here you can either click on the Federal Income Tax form to view (view step 4) or update your tax form (view steps 5-10).

State Tax

5

If you click on the Federal Income Tax form to view, the federal tax form elections should be broken down as the example below.

If you click on the Federal Income Tax form to view, the federal tax form elections should be broken down as the example below.
6

Here you can either click on the North Carolina Tax form to view (view step 12) or update your tax form (view steps 13-17).

Please be advised for this example we used a NC State Tax Form.

Here you can either click on the North Carolina Tax form to view (view step 12) or update your tax form (view steps 13-17).
7

If you click on the Federal Income Tax form to update, select which form applies to you.

If you click on the Federal Income Tax form to update, select which form applies to you.
8

You will then be prompted to answer a couple questions to complete your federal tax form and Save.

You will then be prompted to answer a couple questions to complete your federal tax form and Save.
9

You will then need to review the federal tax form W-4 and Submit.

You will then need to review the federal tax form W-4 and Submit.
10

Sign and acknowledge your federal tax form W-4.

Sign and acknowledge your federal tax form W-4.
11

If you click on the North Carolina Tax form to view, the state tax form elections should be broken down as the example below.

If you click on the North Carolina Tax form to view, the state tax form elections should be broken down as the example below.
12

Once you've received this message: "Successfully submitted W-4 Withholding Form.", the payroll team will review & approve within 2-3 business days.

Once you've received this message: "Successfully submitted W-4 Withholding Form.", the payroll team will review & approve within 2-3 business days.
13

You will then be prompted to answer a couple questions to complete your state tax form and Save.

You will then be prompted to answer a couple questions to complete your state tax form and Save.
14

If you click on the state tax form to update, select which form applies to you.

If you click on the state tax form to update, select which form applies to you.
15

You will then need to review the state tax form W-4 and Submit.

You will then need to review the state tax form W-4 and Submit.
16

Sign and acknowledge your state tax form.

Sign and acknowledge your state tax form.
17

Once you've received this message: "Successfully submitted W-4 Withholding Form.", the payroll team will review & approve within 2-3 business days.

Once you've received this message: "Successfully submitted W-4 Withholding Form.", the payroll team will review & approve within 2-3 business days.
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