Accessing and Managing W-2 Forms in the Payroll Relief System

Accessing and Managing W-2 Forms in the Payroll Relief System

This guide is designed for Client Admin users who need to access, print, or email W-2 forms within the Payroll Relief System. We'll walk you through the steps to efficiently manage these important year-end tax documents.

Steps/Procedures:

  1. Accessing the W-2 Forms Screen:

    • Start by navigating to Tax Forms > W-2 Forms in the left-hand menu of the Payroll Relief client dashboard.

  2. Printing W-2 Forms:

    • In the W-2 Forms screen, locate the Select to Print column.
    • Choose the forms you wish to print. You can select individual forms or multiple forms based on your needs.
    • Click on the print icon located on the action bar. This will open a print dialog box.
    • If you need to exclude forms for employees who consented to receive electronic copies, select Exclude Electronic Consent W-2s from Printing.
    • Proceed to print the forms from the dialog box.

  3. Emailing W-2 Forms:

    • To email the W-2 forms, first select the forms you intend to send.
    • Click on the email icon in the action bar.
    • Ensure that an attachment password is set up under Employer Setup > Employer > More Options. This password is necessary for the employer to open any email attachments.
    • Proceed to send the emails with the W-2 forms attached.

Troubleshooting:

  • Printer Compatibility: Ensure your printer settings match the format of the W-2 forms you are trying to print.
  • Email Issues: If the email function isn't working, double-check the attachment password setup and verify that you have a stable internet connection.

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