US W-4 /
Capture, track and version federal W-4 and state withholding elections and feed them to payroll — no more paper forms
Capture, track and version federal W-4 and state withholding elections and feed them to payroll — no more paper forms
Key Features
Redesigned Form W-4 capture
Redesigned Form W-4 capture — filing status, Step 2 multiple-jobs checkbox, Step 3 dependent credits (qualifying children and other dependents), Step 4 other income, deductions and extra withholding, plus the exempt flag — every field maps
Legacy pre-2020 W-4 support
Legacy pre-2020 W-4 support — older certificates on file are captured with the allowances-and-additional-amount method and withheld correctly.
State withholding elections
State withholding elections — a line per state with its own certificate name, filing status, allowances, extra withholding, flat-percentage option and exempt flag; the nine no-income-tax states are detected automatically.
IRS percentage-method engine
IRS percentage-method engine — an embedded Publication 15-T annual percentage-method calculator returns the federal withholding for weekly, biweekly, semimonthly, monthly, quarterly, semiannual or annual pay, for any supported tax year.
Full change history & versioning
Full change history & versioning — activating a new certificate supersedes the prior one and stores an immutable snapshot (who changed it, when, and every key value) so you can prove what was on file for any paycheck.
One active certificate per employee
One active certificate per employee — the workflow enforces a single active federal election per employee and company and archives the rest.
Payroll feed wizard
Payroll feed wizard — pick a pay date, frequency and set of employees and the wizard computes federal and state withholding for each active election and produces a reviewable feed you can export to CSV for any payroll provider.
Validity and compliance checks
Validity and compliance checks — exempt certificates cannot also carry an extra-withholding amount, dependent counts and allowances must be non-negative, and unsigned or undated certificates are flagged before they go active.
Reminders for stale exemptions
Reminders for stale exemptions — a scheduled job flags exempt W-4s that need to be re-filed each year, so a lapsed exemption never quietly keeps withholding at zero.
Chatter audit trail
Chatter audit trail — every certificate tracks status changes, signature dates and amount edits in the Odoo log for a clean audit history.
Screenshots
Why Choose This Module
This app closes that gap. Employees (or HR on their behalf) enter the redesigned 2020+ Form W-4 exactly as its five steps read — filing status, multiple-jobs box, dependent credits, other income, deductions and extra withholding — plus a state withholding election for every state they work in. Each election is version-controlled: when anything changes, the previous certificate is superseded and a full snapshot is kept, so you always know what was on file on any given pay date. A built-in IRS Publication 15-T percentage-method engine turns the election into a real federal (and state) withholding amount for any pay frequency, ready to feed into payroll.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: base, mail, hr
- Support: support@pokutsoft.com
Update date: 2026-07-05