W-4 Excel Guide
How to fill out W-4 from Excel
Many HR teams track employee withholding data in spreadsheets. Use that Excel context to complete W-4 PDFs quickly and consistently.
What you need
- A W-4 PDF form.
- An Excel or CSV file with employee withholding selections and allowances.
- Optional HR intake docs as context.
Steps to fill W-4 with spreadsheet data
- Upload the W-4 PDF.
- Upload the Excel file containing employee withholding data.
- Describe which columns map to filing status, dependents, and extra withholding.
- Review the PDF output before exporting.
Tips
- Make sure employee names and SSNs match the PDF format.
- Include the tax year and employer name in the sheet or attach a reference doc.
Fill W-4 PDFs using Excel context
Upload your W-4 PDF and spreadsheet to automate withholding forms in minutes.
Start filling W-4s