Customizing a W-4 Form / Updating a Form

Helios automatically uploads new tax W-4 forms each year, but there are customizations like: Employer's Name and Address, EIN, and Required Signature to be aware of.



1. Click "Form Designer"

2. - Find the form to customize - in this case the W-4 2025 - and click on it from the left menu (you can search "W-4").

  • Click on "Design Form"

3. The top section of the W-4 are standard fields that the employee will filld out.

Scroll down on the form.

4. By right-clicking on any form field, a new menu will show up where you can:

  • Make a field required
  • Change the label of a field so that it contains your district-specific information

5. Once right clicked > edit field, and in the Field Properties menu you can make a field required by clicking on the Required? box

6. For the Employer's Name/Address and the EIN section, right click on the field and click "Edit Field"

7. Replace the text in Field Name with your specific Name/Address (one continous line). Then click Add and Close to Save.

8. Do the same for the EIN

9. Now the W-4 has been customized - be sure to Save the form. All changes will now be live in any Onboarding packet or other area that the form is accessible.