Accessing and Downloading Payroll Documents #

This guide explains how employers and employees can find and download tax filings, W-2s, and other important payroll records.

For Employers (Admin Portal) {audience: admin} #

Admins can view company-wide documents like tax returns, amendments, and filing histories.

How to View Company Filings #

1. Log in to the Admin Portal.
2. On the left-hand menu, scroll down and click Settings.
3. Select Payroll, then click Filing Forms.
4. You will see a list showing the year, the specific form, and when it was filed.
5. Click to Download.

For Employees {audience: employee} #

Employees can access their personal documents (like W-2s or signed state tax forms) via the web or the mobile app.

Via the Website #

1. Log in and go to Settings.
2. Click Filing Forms to view your documents.

Via the Mobile App #

1. Open the app and click on your name on the top right-hand side of the screen.
2. Click on Settings from the drop-down.
3. Tap Documents.

Admin: Accessing Employee Records {audience: admin} #

If an employee needs help getting a document, admins can retrieve it directly through the portal:

1. In the Admin Portal, click Team on the left menu.
2. Click the Employee’s Name.
3. Scroll down to the Payroll Documents box.
4. You can download these forms to keep for your records or send them to the employee.

Pro Tip for Admins & Employees #

If a document does not appear on a new screen after you click download, please check your browser settings and ensure pop-ups are enabled. Most browsers will block these downloads by default until you give them permission.