Accessing Payroll Documents in Friday #

Purpose #

To provide step-by-step instructions for accessing:

• Company-level payroll tax documents
• Employee-specific payroll documents (e.g., W-2)

Scope #

Applies to administrators with access to payroll and reporting features in Friday.

Accessing Company-Level Payroll Documents {audience: admin} #

These documents include federal and state tax filings submitted on behalf of your company.

Examples of Company-Level Documents #

• Form 941 (Quarterly Federal Tax Return)
• State tax filing forms
• Form W-3 (Annual Wage and Tax Statement transmittal)
• Form 940 (Federal Unemployment Tax – FUTA)

Procedure #

Log in as an Admin #

• Access your Friday dashboard.

Navigate to Reports #

• From the dashboard, locate Reports (bottom-left side of the screen).
• Click Reports.

Select Filing Forms #

• Click Filing Forms.

Open Tax Documents Section #

• Inside Filing Forms, locate the Tax Documents section.
• Here you will find:

– Quarterly Form 941 filings
– State tax forms
– Annual Form W-3
– Form 940 (FUTA)

Select the Correct Period #

• Choose the appropriate quarter or year to download the correct filing.

Accessing Employee-Level Payroll Documents {audience: admin} #

Employee-specific payroll documents include:

• W-2 forms
• Other individual payroll-related records

Procedure #

Go to Team #

• From the main dashboard, click Team.

Select the Employee #

• Click on the employee’s name.
• Their profile page will open.

Open Payroll Documents Section #

• Scroll or navigate to the Payroll Documents section within the employee profile.

Select the Correct Year #

• By default, the system displays the current year.
• Change the year dropdown if you need documents from a prior year.
• Select and download the required document (e.g., W-2).

Important Notes #

• Only users with proper admin permissions can access company-level filings.
• Always verify the year and quarter before downloading.
• Employee documents are separated by year and must be manually switched if reviewing prior-year records.

Frequently Asked Questions (FAQ) #

Where do I find Form 941? #

Go to:
Reports → Filing Forms → Tax Documents
Form 941 is listed by quarter.

Where can I find Form 940? #

Form 940 (Federal Unemployment Tax) is located in:
Reports → Filing Forms → Tax Documents
It is typically filed annually.

Where do I find Form W-3? #

Form W-3 (annual summary of W-2s) is located in:
Reports → Filing Forms → Tax Documents
It is available at year-end.

How do I access an employee’s W-2? #

Go to:
Team → Select Employee → Payroll Documents
Then change the year if needed and download the W-2.

Why can’t I see prior-year W-2 forms? #

The system defaults to the current year.
Use the year selector in the Payroll Documents section to change the year.

Why can’t I see Filing Forms under Reports? #

You may not have the necessary admin permissions. Contact your system administrator for access.