Customizing Pre-Populated Employer Information - Federal W4

Overview

Updated 07/29/2021

Defaulting Employer Information with the Federal W4 – Avionté AERO & BOLD

The Federal W4 from has an Employers Only section to be completed by the hiring organization. This article outlines how to default (hardcode) Employer data into this section or create a drop-down to select Employer data if multiple suppliers exist.

Note* - The instructions in this form are based on customization edits using Adobe Acrobat. 

Federal W4 (Default Selection)

1. Download the Federal W4 (2020) or Federal W4-SP (2020) from our Knowledge Base and save computer – Adobe Document Template Knowledge Base Article

       2. Open the saved downloaded file to edit and scroll down to the Employers Only section -

      3. There are seven (7) existing fields which can be edited to insert defaulted Employer data: Employer            Name, Employer Address 1, Employer Address 2, Employer City, Employer State, Employer Zip                    Code & Employer EIN.

4. Right click on a selected field to default text (ex. Employer name) and click Properties.
   
   
   
   
5. Select Options from the banner & input the Employer Name into the Default Value type field. Click Close to save.
   
   
   
   
6. Repeat steps 4 & 5 to apply desired default text to the seven (7) Employers Only information fields.
   
   
7. After completed edits are saved and W4 Form is uploaded to the Adobe Sign account / Configured with 2 Signatures in the AERO or BOLD applications, the Employer Section will be pre-populated with the inserted data. Fields remain editable for adjustments and to enter First Date of Employment.

 

Federal W4 (Dropdown Selection for Multiple Suppliers)

1. Download the Federal W4 (2020) or Federal W4-SP (2020) from our Knowledge Base and save computer – Adobe Document Template Knowledge Base Article
   
   
2. Open the saved downloaded file to edit and scroll down to the Employers Only section -

3. There are seven (7) existing fields which can be edited to insert defaulted Employer data: Employer Name, Employer Address 1, Employer Address 2, Employer City, Employer State, Employer Zip Code & Employer EIN.
   
   
4. In order to create a dropdown selection, the existing field must be deleted & replaced with a dropdown. Right click on the selected field and Delete.
   
   
   
   
5. Right click again in the empty space after deleting field, then select Dropdown.
   
   
   
   
6. Adjust new Dropdown box accordingly to fit the area.
   
   
   
   
7. Right click the Dropdown field and select Properties
   
   
   
   
8. Navigate to Options from the banner & Type into the Item field the Employer Name. Click Add to insert into Item List Repeat this step for Multiple Employer Names. Click an Employer Name form the Item List view to designate as the Default Choice.
   
   
   
   
9. Navigate back to Appearance and select Auto as the Font Size. Click Close to save.
   
   
   
   
10. Repeat steps 5-10 to apply desired dropdowns to the seven (7) Employers Only information fields.

11. After completed edits are saved and W4 Form is uploaded to the Adobe Sign account / Configured with 2 Signatures in the AERO or BOLD applications, the Employer Section will be pre-populated with the inserted dropdowns.

 

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