TriNet Tax Withholding System – Access and Home Page

TriNet withholding process is a paperless system that allows WSE’s and internal colleagues to electronically update their withholding information for all required federal, state and local tax forms.

Access via the TriNet platform

1. From the TriNet Homepage, navigate to the TriNet platform menu

2. Expand the Money menu by clicking the down arrow

3. Click TAXES

   

The tax withholding screen will populate, click EDIT.

TriNet Tax Withholding System – Employee Information

Employee Information

By clicking SUBMIT AVAILABLE EFORMS, you will be directed to the Employee Information Page. You are required to review your personal information to ensure all information presented is accurate since forms are presented based on home and work address.

If any changes are needed, you will be directed to update your data. Home address updates should be submitted at Login.TriNet.com and work address updates should be submitted to your employer.

Once you have verified all information is correct, click CONTINUE TO FORMS

to move onto the next step.

You may be presented with prerequisite questions to help determine which forms will be presented. Answer the question(s) then click SAVE.

You can review your answer to the prerequisite question(s) and change them if necessary, by clicking Click HERE TO REVIEW AND/OR CHANGE YOUR ANSWERS TO THE FORM PREREQUISITE QUESTIONS. Click CREATE

and the Federal W-4 will be presented for completion.

TriNet Tax Withholding System – Federal Forms

Federal Forms

The withholding process begins with the Federal form. The W-4 is an IRS document. This form is used to determine how much federal income tax is to be withheld from an employee’s paycheck.

When the form populates complete all required information such as name, address, material status.

Once all required information has been entered, click SUBMIT TO EMPLOYER.

• Preview Form allows you to view the information before submitting.
• Finish Later allows you to save the information and come back to same area.

Once you have submitted your Federal form(s), you will get a checkmark at the top of the page showing completion. click CONTINUE to proceed to the State Form(s).

TriNet Tax Withholding System – State Forms

State Forms

In the next step, you will be presented with the appropriate State Form(s) based on your resident and work addresses. Click CREATE TO CONTINUE.

An additional page for Local Forms will be shown, if applicable.

When the form populates complete all required information such as name, address, filing status.

Once all required information has been entered click SUBMIT TO EMPLOYER