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Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Question

How can I link the Tax Projection Worksheet to Form W-4?

Answer

To use the Tax Projection Worksheet amounts when calculating the W-4 withholding, enter X in the Use Tax Projection Worksheet amounts field in Screen W4, located in the Separate Filings folder. To use the calculated income tax withheld based on the W-4 withholding for the Tax Projection Worksheet, select 2, W-4 Withholding Worksheet in the Calculated income tax withheld field in Screen TPW-2, located in the Review folder.

Related topic: Tax Projection Worksheet FAQs (1040)

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