Paylocity W-4 Walkthrough

How to Update Your W-4 in Paylocity

Typical path: Pay → Tax Withholding → Federal W-4. Menu names vary by employer, so each step below tells you what to search for if a label differs.

Direct Answer: How Do I Change Withholding in Paylocity?

Sign in to the self-service portal, open Pay, select Tax Withholding, edit the federal W-4 section, enter only the steps from your W-4 plan, and submit. The change usually takes effect within 1 to 2 pay periods. Verify it on your next paystub.

Planning estimate only — your exact figures come from your W-4 plan.Get your W-4 numbers ↓
  1. 1

    Sign in to Paylocity

    Use your employer self-service login. Complete any multi-factor step, then open the employee portal home screen.

  2. 2

    Open Pay

    Select Pay (sometimes labeled Pay & Tax or My Pay). This is also where you view paystubs — keep a recent one handy for reference.

  3. 3

    Select Tax Withholding

    Choose Tax Withholding (sometimes labeled Tax Elections or W-4 Information). You should see your current federal and state elections.

  4. 4

    Edit the federal W-4

    Select Edit next to the federal W-4. Review your current elections first so you only change what your plan requires.

  5. 5

    Enter your figures

    Type your Step 4(c) extra-withholding amount (per paycheck) or Step 4(b) deduction figure (yearly). Check Box 2(c) only if your plan calls for it on this job.

  6. 6

    Submit and confirm

    Submit the change and save the confirmation. Check your next paystub FIT line — if nothing changed after two pay periods, ask HR whether the update was received.

After you submit

✓Updated for 2026 IRS Tax Brackets & Withholding Tables (Pub 15-T) & All 50 State Rules
🔒 100% PrivateWe never ask for your SSN or store your personal tax data on external servers.

Need the exact figure to type in?

Run the free check, then unlock your per-paycheck Step 4(c) amount.

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