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The W-4 form for federal income tax and DE 4 form for state tax are crucial for ensuring compliance with tax regulations and accurate payroll processing.

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Whether you are handling employee withholdings, calculating payroll taxes, or preparing tax filings, this page provides access to the necessary forms and instructions. Stay organized and compliant with our comprehensive collection of payroll tax forms and related resources.

If you would like to update your Direct Deposit information, please contact your payroll specialist or email the Payroll Department.

Form W-4

This information and more specific instructions can be found on the downloadable forms.

Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. If too little is withheld, you will generally owe tax when you file your tax return and may owe a penalty. If too much is withheld, you will generally be due a refund.

Complete a new Form W-4 when changes to your personal or financial situation would change the entries on the form. For more information on withholding and when you must furnish a new Form W-4, see Pub. 505, Tax Withholding and Estimated Tax.

Steps 2(c) and 4(a) ask for information regarding income you received from sources other than the job associated with this Form W-4. If you have concerns with providing the information asked for in Step 2(c), you may choose Step 2(b) as an alternative; if you have concerns with providing the information asked for in Step 4(a), you may enter an additional amount you want withheld per pay period in Step 4(c) as an alternative.

Consider using the IRS Tax Withholding Estimator estimator if you:

  1. Are submitting this form after the beginning of the year
  2. Expect to work only part of the year
  3. Have changes during the year in your marital status, number of jobs for you (and/or your spouse if married filing jointly), or number of dependents, or changes in your deductions or credits
  4. Receive dividends, capital gains, social security, bonuses, or business income, or are subject to the Additional Medicare Tax or Net Investment Income Tax
  5. Prefer the most accurate withholding for multiple job situations

Tip: Have your most recent pay stub(s) from this year available when using the estimator to account for federal income tax that has already been withheld this year. At the beginning of next year, use the estimator again to recheck your withholding.

DE 4

This information and more specific instructions can be found on the downloadable form.

The DE 4 is for California Personal Income Tax (PIT) withholding purposes only. The DE 4 is used to compute the amount of taxes to be withheld from your wages, by your employer, to accurately reflect your state tax withholding obligation.

As of January 1, 2020, Form W-4 is used for federal income tax withholding only. You must file the state form DE 4 to determine the appropriate California PIT withholding. If you do not provide your employer a completed DE 4, your employer must use Single with Zero withholding allowance.

After your DE 4 takes effect, compare the state income tax withheld with your estimated total annual tax. For state withholding, use the worksheets on this form.

The California Employer’s Guide (DE 44) provides the income tax withholding tables. This publication can be found by visiting Payroll Taxes - Forms and Publications.

To assist you in calculating your tax liability, visit the Franchise Tax Board (FTB). If you need information on your last California Resident Income Tax Return (FTB Form 540), visit the FTB.