Properly managing IRS and government forms such as I-9, W-4, and W-9 is essential for staying compliant and keeping employee records organized. In this article, you’ll learn how to configure them in the Documents feature, assign them to employees, and collect secure e-signatures to ensure everything is completed correctly. You’ll also see how to track signing status and store signed documents in one centralized place for easy access when needed.
How to Configure Government Documents
To allow employees to submit IRS government documents such as I-9, W-4 and W-9, follow these steps:
Access the Documents feature from the left sidebar.
At the top you will see your existing document packs. Click Add to add a new pack, for example 'Government Documents'.
Give the pack a name, click Add Documents and choose the documents you want employees or administrators to submit. You can select from existing documents in your Documents feature, choose standard government forms such as W-4, W-9, or I-9, or create a new document type.
For each selected document, use the pencil icon to choose whether uploaded documents require admin review.
Assign the pack to the relevant users to grant them access to the documents.
When you're done setting up the pack, click Save changes.
How Users Complete Government Documents with E-Signatures
From the user's end, they can complete the government documents and electronically sign them by following these steps:
From the bottom-right corner of the screen, users should open their User Profile, then select Personal Documents under More.
Locate and open the relevant government document, then click Fill Document.
Complete all required fields and sign in the signature section at the bottom of the form.
Click Review and carefully verify that all information is accurate.
Once confirmed, click Submit to submit the completed document.
How Admins Can Review Submitted Documents
As an admin you can review the document the users submitted and decide whether to approve or decline:
Access the Documents feature from the left sidebar.
At the top of the page, enter the Government Documents tab.
Locate the relevant document and click to open it.
After reviewing the document, click on either Approve or Reject on the left hand side.
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