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:
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.
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.
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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