Client Portal - W2 Copies

W2 copies are loaded into your Client Portal roughly between January 20th and 28th each year dependent on individual company circumstances & 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 view-able. The file should download to your PC; find and open the file.  The W2's are saved alphabetically by last name, so click thourgh the pages until you find the specific page you wish to print.

W2's should not be emailed to your employees directly as attachments. This is not secure.  If your employee is not able to pick up a copy from you, we would recommend faxing it to them or mailing the copy to their updated address. If you are running into restrictions, let us know as we can help send securely to them if needed.  We also advise you only provide copies of W2's to the employee themselves directly; not to their spouse or parents.

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