How to Update Federal Tax Form Format in Paychex

As of August 2023, Paychex updated their format for employee federal tax forms. As a result, your employees' federal tax forms will need to be updated to the "current year" format. Please check that your employees have been updated to this format by checking the following:

 

1. Log into your Paychex Flex account. Once there, on your main page, select 'View People List'.

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2. You will be presented with a list of employees on the right side of your screen. Select the employee you wish to edit. From there, a window will open up allowing you to select a number of different options pertaining to that employee's employment. Please select 'Taxes'.

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3. Select 'Federal Income Tax' by clicking the arrow in the Federal Income Tax section. 

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4. On the top right, select 'Edit' to edit the employee's Federal Income Tax settings. 

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5. Finally, ensure the employee's Federal Income tax W4 Form Type is set to 'Current Year'. If it is set to '2019 & Prior', please update to be 'Current Year' and then hit 'Save'. Please do this for all employees on your roster to ensure they are up to date. 

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For any further assistance, please submit a help desk ticket here and we will get back to you as soon as possible.