Why W-4 and state withholding forms may not appear in an employee's onboarding checklist and how re-saving the employee's address typically resolves the issue.
Symptoms
An employee's W-4 or state tax form is not available in their onboarding checklist
The tax form link does not open or load when clicked
An admin cannot open the tax form on the R365 desktop
Steps to Resolve
Tax forms in R365 populate based on the home address and legal work location address in the employee’s record. In the left navigation, click Workforce.
Click Employees.
Search for the employee and click their name to open the profile.
Click the General tab.
Locate the address fields (street address, city, state, zip code).
Begin re-entering the address. When the correct address is shown to select, choose it and ensure the final result reads as expected.
Fill in any Line 2 details if applicable and click Save.
Click the Payroll tab.
Locate the Legal Work Location section.
Change the setting shown here and click Update.
Change the Legal Work Location back to the correct one and click Update again.
Ask the employee to attempt to open the tax form again. If the form still does not load in the app, the admin can fill out the form together with the employee using the R365 desktop interface as a workaround.