Managing Candidate Tax Information

Use the Tax Info tab on a candidate record to record W-4 tax information, ensuring the correct amount of federal income tax is withheld from a candidate's paycheck.

The Tax Info tab is always displayed in edit mode, so adding and updating information works the same way — there's no separate add or delete action. Simply update the fields as needed and save.

Tax Info fields are configurable by Bullhorn Admins via Field Mappings under Candidate Tax Info. If this feature isn't enabled for your organization, contact Bullhorn Support.

Add or Update Tax Information

  1. From the candidate record, click the Tax Info tab.

  2. Enter or update the relevant fields.

  3. Click Save.

Searching and Reporting on Tax Information

The following Tax Info fields can be reported on in Bullhorn Reporting (Canvas) and searched or sorted in list views:

  • Two Jobs?

  • Total Dependent Claim Amount

  • Other Income Amount

  • Other Deductions Amount

  • Federal Extra Withholding Amount (per pay period)

  • Is Exempt?

FAQ

Why can't I see the Tax Info tab on a candidate record?

Access to the Tax Info tab is controlled by your user type entitlements. If the tab isn't visible, contact Bullhorn Support — they can enable the Edit Candidate Tax Info entitlement for your user type.