Configuring U.S. Tax Forms

Follow these steps:

  1. Create a Site to support U.S.Tax Forms.
  2. Link the Site to the U.S. Tax Forms package.
  3. Configuring access.
  4. Enabling Policy options.
  5. Checking Team Member data.
  6. Create a WX Process for U.S, Tax Forms.

Sage People also supports Action Events for U.S. Tax Forms.

If you want HR to be notified when a Form W-4 is completed, you can set up notifications.