Client Portal - W-2 Copies

W-2 copies are loaded into your Client Portal roughly between January 20th and 28th each year, depending on individual company circumstances and how the calendar falls. 

You'll receive a notification similar to this one indicating the file has been loaded:

These copies are in addition to the original forms mailed out to each of your employees. No action is required unless an employee reaches out to you requesting a reprint.

To reprint a single form, click the download button once the file is viewable. The file will download directly to your computer. The W-2s are saved alphabetically by last name, so click through the pages until you find the specific page you want to print.

For security reasons, W-2s should not be emailed 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 W-2s directly to the employee, not to their spouse or parents.

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