How to Let Users Fill Out the Actual W-4 Form in Jotform

Hi,

I would like for the W4 form I have to be set up to be filled out on the actual form its self, how do I do this? I want the employees to be able to see and fill out the actual form. Not the thing on the left that Jot form creates from the w4 form.

I hope this makes sense.

Thanks!

Hi hoahhc,

What you're seeing is the standard behavior of Jotform Smart PDF Forms. When you upload a PDF (like the W-4), Jotform automatically creates:

• An online form version (on the left) where users input their data.
• And keeps the original PDF view (on the right), where form responses are mapped directly onto the actual document layout.
• Even though the online form may not look like the original W-4, the data your employees enter will be transferred and aligned onto the correct fields of the official W-4 form exactly as you're expecting.

During the filling-out stage, users will interact with the online form version. This version may not look exactly like the W-4, but each field is connected to the corresponding area on the actual PDF form.

• Once the form is submitted, you can:
• Have the system automatically fill the original W-4 PDF with the user's responses.
• Send that completed W-4 form to the employee via email.

You may check the option of converting the W-4 form into a sign document. It’s easy to create a sign document with Jotform Sign. Let me show you how:

1. On your My Sign Documents page, and click on Create Sign Document on the left side of the page.
2. Click on Upload Document to upload your own document from your device.
3. Drag and drop your document into the Upload box, or click on Upload Document to select it.
4. Once you add your document, click on the Create Signable Document button.

After you create your document, you’ll see an option asking whether to detect fields automatically. To detect fields automatically:

1. Click the Detect Fields button in the option that appears below the green navigation bar.
2. After it matches the suitable elements with the spaces, click on Keep All.
3. If you want to delete a field, just click on it and then click the Trash Can icon below it.

Or you can manually match your fields:

1. Click on the Dismiss button in the option that appears below the green navigation bar.
2. In the Document Elements menu on the left, drag and drop the elements to your document.

By converting the PDF into a sign document, users see and fill out the actual W-4 PDF right on screen. They can type directly onto the PDF and add a signature. This works more like a traditional form-filling and signing process.

If your goal is for employees to fill out the W-4 directly on the actual form layout, then converting it into a sign document might be the better option.

Give it a try and let us know if you need any help.