TiM users do need to take action to update Startwork Templates to reflect the new W-4.

Below are step-by-step instructions. If you need any assistance, please Contact TiM Support.

NOTES:

Only users with Edit: Startwork Templates permission have the ability to complete the steps below.
Best practice in TiM is to always keep your Company-level Templates up-to-date! If you are editing Templates at the Project level, be sure to also edit the Templates within your Company Library, so that those changes are ready to go when you create your next Project in TiM.
Changes made to Startwork Templates at the Company level do not auto-sync with Project-level Templates.
- If you want to apply a change Company-wide, the edit will need to be made first within each Template in your Company Library and then within each Startwork Template for each active Project.

Steps to update Startwork Templates with the 2026 W-4

The previous version of the W-4 must first be deleted before the current version can be applied.

Go to Startwork Templates / Company Library.
If the Template has not been Published or Distributed yet:
Click "Edit".
OR, If the Template has already been Published or Distributed:
Click "+ Create a New Version" next to the Template you want to edit. This will create a new Version of this packet.
The Builder will open (sometimes this takes a few moments, especially if the Template contains many pages - please be patient!).
Select the outdated W-4 form.
Click the trash can icon above the page thumbnail to delete the form.
From "Insert Form(s)" select the category "Government Forms".
A second drop down will appear named "Select a form to insert...". Select "W-4 (2026)".
Set the "After" and "Page..." drop downs to indicate where you want the W-4 to be inserted in the packet.
Click "Insert".
Click "Save and Test" to preview your packet. Or, click "Save and Exit" to go back to Startwork Templates.
Click "Publish" or "Distribute" to finalize your changes.
Repeat for each Startwork Template that needs the update.