Steps to send employees' W-2 forms by e-mail.
Employee does not have an e-mail address listed.
Print the Electronic W-2 Consent Form:
- From the Payroll Tasks menu, select Federal eFile and Reporting.
Note: If prompted to update, follow the steps to update. - If prompted, select New Report and click Next. Otherwise skip to step 3.
- Select Electronic W2 Consent and enter the check dates for the applicable reporting year.
- Click Next, select the applicable employees, and click Generate.
- After the signed form is returned, setup the employee to receive W-2s via email.
Setup the employee to receive W-2s via Email:
- From the Payroll Setup menu, select Employees.
- Select the applicable employee.
- On the General tab, enter a valid Email.
- Select the Electronic W-2 Only box.
- Click Save.
When generating your W-2s, The Data Verification screen will ask "Do you have any employees who elected to only receive W-2 forms electronically?" Select Yes.
- Solution ID
- 225924650094656
- Last Modified Date
- Thu Jul 08 12:49:50 UTC 2021
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Integrated Product: Chatbot
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