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'.

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'.

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

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

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. 

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