> For the complete documentation index, see [llms.txt](https://knowledge.rollcredits.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.rollcredits.io/payroll/get-started/w4-w9.md).

# Fill out your W-4 and W-9

Fill out the W-4 and W-9 steps of your payroll onboarding, and change your W-4 later from My Profile.

The **Complete your W-4** and **Complete your W-9** onboarding steps open the payroll provider's tax forms inside RollCredits. If you're on payroll as a W-2 employee or a loanout, you start them from the **Onboarding Steps** card on **Payroll > My Timesheet** or **Payroll > My Profile**. On a phone, select the menu button first to open the sidebar.

{% hint style="info" %}
If RollCredits payroll is turned on for your production, you see **Payroll > My Timesheet** and **Payroll > My Profile** in the sidebar.
{% endhint %}

## Which forms you fill out

Both come after **Select Payout Preferences**.

* **W-2 employees** do **Complete your W-4** first: your W-4 and direct deposit information, so the right amount is withheld and you can get paid. Then **Complete your W-9**, so you can submit kit fees and other expenses.
* **Loanouts** do only **Complete your W-9**, so they can get paid.

If RollCredits asks you to confirm your employment type, do that first. See [Finish your payroll onboarding](/payroll/get-started.md).

## Fill out a form

1. On the **Onboarding Steps** card, find your current step: **Complete your W-4** or **Complete your W-9**.
2. Select **Complete onboarding** for the W-4, or **Complete** for the W-9.
3. When the form loads, follow its steps. Stay on the page when you finish.

While the form is open, RollCredits keeps checking whether you've finished. Once it sees you have, you see "Onboarding step complete. Navigating to next step..." and your next step opens. If nothing is left for you to do, you go back to the page you started from.

## If the form doesn't open

* "Failed to initiate onboarding" means the form couldn't be started, and you're taken back. Select the step's button to try again. If it keeps happening, contact RollCredits support.
* **Unable to Load Data** means RollCredits couldn't load your payroll details. Follow the message on the screen, or select **Go Back**.

{% hint style="info" %}
These steps don't apply to minors. If you're marked as a minor and open one, a message tells you to continue with the onboarding checklist, and you're taken back. If your company uses minors onboarding, see [Sign a minor's W-4 or W-9](/payroll/get-started/minors-tax-forms.md).
{% endhint %}

## Change your W-4 later

If you're a W-2 employee, you can update your W-4 at any time:

1. Open **Payroll > My Profile**.
2. On the **Overview** tab, select **Update W-4**.
3. The W-4 opens in a new browser tab. Follow the steps in the form.

If it can't be opened, you see "Failed to generate W-4 update link". If no new tab opens, your browser may have blocked it as a pop-up: allow pop-ups in your browser's settings and try again. For the rest of My Profile, see [View and update your profile](/payroll/crew-profile.md).


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