Form W-4 in 2026 and OBBBA Payroll Changes Webinar

Overview:

Form W-4 looks routine because payroll teams handle it constantly. But in practice, it is one of those forms that creates confusion the moment an employee does not understand what they selected, a new hire leaves something incomplete, or a paycheck looks different than expected.

That pressure is greater in 2026. With OBBBA-related tax changes, updated withholding expectations, and employee questions around credits, deductions, overtime, tips, and exempt status, payroll and tax professionals need to understand how the 2026 Form W-4 affects day-to-day withholding decisions. Even when the form itself is familiar, the way it is completed, applied, and maintained can have a direct impact on withholding accuracy.

This webinar will help payroll professionals work through the Form W-4 requirements that matter for both new hires and existing employees. The session will address key 2026 changes impacting withholding calculations, employer responsibilities for electronic W-4 systems, exempt employee elections, and the difference between standard and higher withholding calculation methods.

The program will also include a detailed review of the 2026 Form W-4 so attendees can better understand how employee entries, withholding adjustments, and employer calculation methods connect to real payroll processing. For payroll teams preparing for 2026 changes, this session offers a practical way to reduce confusion, strengthen withholding practices, and respond more confidently to common employee W-4 questions.

Areas covered in the session:

• Form W-4 requirements for new and existing employees
• 2026 withholding changes
• Electronic W-4 responsibilities
• Exempt employee elections
• Standard vs. higher withholding calculation methods

Handouts Included:

• 2026 Form W-4 Scenario-Based Payroll Decision Workbook
• 2026 Form W-4 Line-by-Line Payroll Review Guide
• Payroll W-4 Compliance & Processing Checklist for 2026

Why Should You Attend?

Form W-4 mistakes usually do not look dramatic at first. They show up as small payroll questions: why an employee’s withholding changed, why a bonus was taxed differently than expected, why an exempt election was not handled correctly, or why a new hire’s form did not produce the result they assumed. In 2026, with OBBBA-related changes and updated withholding considerations, those questions may become more common for payroll teams.

This webinar is designed to help payroll and tax professionals understand how the 2026 Form W-4 affects real payroll processing. The session will focus on requirements for new and existing employees, electronic W-4 responsibilities, exempt elections, and the calculation methods employers need to understand when applying employee withholding choices.

Attendees should leave with a clearer working understanding of the 2026 Form W-4 and how to handle common withholding situations with more confidence. For payroll teams, this is not just about filling out a form correctly. It is about reducing avoidable confusion, improving withholding accuracy, and being better prepared when employees, managers, or auditors ask questions.

Who will benefit?

This webinar is designed for professionals responsible for payroll withholding, employee tax forms, payroll systems, and compliance documentation. It will be especially useful for teams that handle Form W-4 collection, updates, exempt elections, and employee withholding questions, including:

• Payroll Managers/Payroll Administrators
• Payroll Specialists/Payroll Coordinators
• Payroll Tax Managers/Payroll Tax Analysts
• Payroll Compliance Managers/Payroll Operations Managers
• HR Payroll Managers/HR Operations Managers
• HRIS Managers/Benefits and Payroll Administrators
• Compensation and Payroll Analysts/Accounting Managers with Payroll Responsibility
• Finance Managers Overseeing Payroll/Controllers
• Tax Managers/Shared Services Payroll Leads
• Payroll System Administrators/Employee Onboarding Specialists
• People Operations Managers/Small Business Payroll Administrators
• Business Owners Managing Payroll Internally