Many tax forms need complicated calculations or table references to tally a key value, or may need additional data that is only relevant in some cases. Rather than combining the calculations into the main form, they are oft offloaded on a several worksheet. The worksheet may be incorporated into the filing package, or may only be a tool for the filer to figure out the value, but without needing the worksheet to be filed.
As an instance, in the USA, income tax is calculated from the salary made by employers to employees. If taxes are significantly underwithheld, there is a penalty to the employee at the end of the year, or if they are overwitheld, the employee gets a refund for the overwitheld of taxes. There is a base formula for assessing the taxes that need to be paid, but several tax factors may cause it to be incorrect, like burdens, tax deductions, or income from other sources.
The W-4 form permits the employee to pick an exclusion level to reduce the tax %factoring (to avoid overwitheld), or define an additional amount above the standard amount (to avoid underpayment). The form comes with 2 worksheets, one to tally exemptions, or the other to tally the result of other income (2nd job, wife job). The bottom number in each worksheet is utilized for fill out 2 if the lines in the main W4 form. The main form is filed with the employer, or the worksheets are discarded or held by the employee.
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