As part of the onboarding process, you will need to complete important tax information in order to work with us. Please use the following notes and videos as a guide to complete the form, as we are unable to provide tax advice.

If you require a different tax form than the one supplied through onboarding, please reach out to our team at

W-4 Form (v2023)

1. Step 1 is for your personal information, including your name, address, filing status, and Social Security number.

2. If you have a more than one job or a spouse who works, you’ll complete step 2. The IRS notes that some taxpayers may be worried about disclosing additional jobs to their employer so there are multiple ways to calculate your withholdings for this section. Generally, there are three options, which “involve tradeoffs between accuracy, privacy, and ease of use,” according to the IRS.

For “maximum accuracy and privacy,” the IRS recommends using its Tax Withholding Estimator to determine the amount that should be withheld based on your income for one or more jobs. If you work as an independent contractor, you can choose to pay estimated quarterly taxes instead of having part of your paycheck withheld.

3. If you claim dependents and earn less than $200,000 as a single filer or $400,000 as a joint filer, you’ll follow the instructions in step 3. This is to determine credits you may be eligible for. 

4. Step 4 is optional, but if you have interest, dividend, or retirement income or you plan to claim itemized deductions when you file your taxes, fill this out. Also, if you would like to withhold additional money from each paycheck in order to get a bigger refund next year, you can enter the dollar amount in this section.

Remember, though, that a tax refund means you aren’t getting all the money that’s rightfully yours throughout the year. In essence, you’re loaning the government money, interest-free. If you want to get as close to your true tax liability as possible, carefully and thoughtfully fill out — and check up on — your W-4.