Has anyone established a rule or policy to limit the frequency of changes
to form W-4 during a calendar year?
El Toro Water District employees often work many overtime hours when on
call. They often ask to submit new W-4 forms to bump up the withholding to
the maximum 10 exemptions during that pay period. Occasionally these
employees neglect to return to a more accurate number in subsequent
periods. The frequent changes create administrative problems for staff and
our auditors have extra work to verify the accuracy of the payroll, when
they come across these situations.
Any guidance or references you can offer will be appreciated. The W-4 form
instructions do not provide much help.
John R. Concar, Treasurer
El Toro Water District