Send forms to the Employee Self-Service portal
Send Form W-2 to the employee portal
To have the application send an electronic copy of the W-2 form to the Employee Self-Service portal when you print your payroll tax forms (to avoid processing the W-2 forms a 2nd time), mark the
Send to Employee Self-Service
checkbox in the Print Options
window for Form W-2. The electronic copy of the W-2 form will be sent to the Employee Self-Service portal for all employees. This checkbox affects only the forms currently being printed.note
If there's a date in the
Inactive date
field in the Main
tab of a client record, the application won’t send W-2 information to that client's employee portals.Send Form 1099-MISC or 1099-NEC to the employee portal (for independent contractors)
You can have the application send an electronic copy of the 1099-MISC and/or 1099-NEC form to the Employee Self-Service portal of independent contractor employees when you print your payroll tax forms (to avoid processing the 1099 forms a 2nd time).
tip
You can send Form 1099-MISC for tax years 2019 and earlier, and 1099-NEC for tax years 2020 and later.
- SelectActions, thenEdit Payroll Tax Forms.
- Select1099as the form type,1099-NECor1099-MISCas the 1099 type, and the applicable year.
- SelectRefresh.
- By default for the selected client: Mark theSend 1099-NEC to Employee Self-Servicecheckbox in the Independent Contractors section of the1099 Additional Informationwindow. The application sends an electronic copy of the 1099-NEC form to the Employee Self-Service portal for all independent contractor employees every time you print 1099 forms, unless you have only Copy A selected during processing.
- At print time: SelectFilethenProcess Client Formsand then mark theSend to Employee Self-Service (Independent contractors only)checkbox in thePrint Optionswindow for Form 1099. The application sends an electronic copy of the 1099-NEC form to the Employee Self-Service portal for all independent contractor employees. This checkbox affects only the forms currently being printed, regardless of what is selected in the1099 Additional Informationwindow of theClientsscreen.
Send Form 1095-C to the employee portal
To have the application send an electronic copy of Form 1095-C to the Employee Self-Service portal when you print your payroll tax forms, select
Employee Self-Service
from the dropdown list in the Employee copy
field in the Print Options
window for Form 1095-C. The electronic copy of the Form 1095-C will be sent to the Employee Self-Service portal for all employees.If you select
Paper
in the Employee copy
field, you can mark the Send to Employee Self-Service
checkbox to also send the employee copy of the form to the Employee Self-Service portal. 
