If enabled, you can include the necessary tax withholding forms that candidates need to complete to be hired.

Use cases

• Clients who want to collect a candidate's federal, state, and local tax withholdings during the onboarding process.

Configuration

Contact your CS Representative to enable this feature and select your tax withholding service provider on the backend.

Add the Tax Withholding section

When tax withholding has been configured on your account, it can be added to forms.

1. Open the Forms page.
2. Open the form you would like to edit.
3. Click + Add Section.
4. Select Tax Withholding. 
5. Enter a title for the Tax Withholding section.
6. Add the section text.
   • Note: This text will display to the candidate. 
7. Click Save.
8. Click the form’s status and then Publish in its drop-down menu.

Candidate experience

When a candidate is completing a form with tax withholding, the candidate will be asked questions to determine which set of forms they must complete. This is based on their resident and work addresses.

The following fields will be auto-filled based on the values for their corresponding Candidate Attributes, which include:

• First Name
• Last Name
• Street Address
• City
• State
• Zip Code

Each form question will be asked individually. 

When the form questions are complete, the candidate can review and digitally sign their Tax Form PDF. 

Continue tax form

If a candidate completes only a portion of their tax form, a Continue button will take the place of the Get Started button in the main Tax Withholding section. They can click this button as needed to continue their tax form.

Restart tax form

Candidates can click the Update form in order to reset their tax forms and accurately complete the form and/or fill out the correct form. When clicked, their previous responses for completed versions of their federal and state tax forms will auto-fill the form, allowing them to only update the fields that they need to correct.

View tax forms

Candidates can view a preview of their tax forms in a modal by:

• Clicking the View button next to a completed form within a form’s Tax Withholding section.
  
  
   
• Clicking View Tax Form in the bottom left corner of an in-progress tax form modal.
  
  
   

Download tax forms

When a candidate views their completed form, they will have the option to download it as a PDF by clicking the Download button in the top right corner of the modal.

Nonresident Alien / Form 8233 Selection

When a candidate selects the following option for their tax form: 

Nonresident Alien - I am exempt from withholding on compensation for independent (or eligible dependent) personal services of a Nonresident Alien Individual, see instructions for Form 8233.

then the candidate should receive a popup modal that makes them confirm that they should be using this form. This will display every time the candidate selects that they should receive the Form 8233.

FAQs