How to Access W2 Copies in the ShareFile Client Portal
Typically, W2 copies will be available in your ShareFile Client Portal by the end of January. These copies are provided in addition to the printed W2 forms mailed out to your employees. No action is required unless an employee reaches out to you requesting a reprint of their W2.
You'll receive a ShareFile activity notification similar to this one indicating that W2 copies have been uploaded:
To reprint a single W2 copy for an employee, click the download button once the file is viewable. The file will download directly to your computer. The W2s are saved alphabetically by last name, so click through the pages until you find the specific page you want to print.
For security reasons, do not email W2s to your employees directly as attachments. If your employee is not able to pick up a copy from you, we recommend mailing the copy to their updated address. If you encounter restrictions, let us know and we can help securely send the file to them. We also advise that you only provide copies of W2s directly to the employee, not to their spouse or parents.