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Question

Can Web Forms be used to have new hires fill out Form W-4?

  • 10 July 2024
  • 2 replies
  • 20 views

We currently only use Powerforms for new hires to fill out a new hire packet, including the W-4. 

We then manually transcribe all of the information into our payroll platform.

We would like to be able to export the data from the new hire packet to streamline this process. 

Does Web Forms allow for the Form W-4 to be signed, that we could download the employee data AND save a PDF of the document for our records? 

 

Thanks,
Susie

 

 

 

 

2 replies

C
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Hello @smbb,

 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

 

We are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand you want to know if Web Forms can be used to have new hires fill out Form W-4.

 

Yes, you can create a Webform using a template created by using the W-4, and then extract the results into a CSV file, not a PDF file. For your convenience we offer an sample of W-4 form at https://dsucustomers.docusign.com/km-template-employees-withholding-certificate-w-4/1703123.

 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

C
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Userlevel 4
Badge +12

Hi @smbb,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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