Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Employee Self-Service

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.
  1. Select
    Actions
    , then
    Edit Payroll Tax Forms
    .
  2. Select
    1099
     as the form type,
    1099-NEC
     or
    1099-MISC
     as the 1099 type, and the applicable year.
  3. Select
    Refresh
    .
  4. By default for the selected client: Mark the
    Send 1099-NEC to Employee Self-Service
     checkbox in the Independent Contractors section of the
    1099 Additional Information
     window. 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.
  5. At print time: Select
    File
     then
    Process Client Forms
     and then mark the
    Send to Employee Self-Service (Independent contractors only)
     checkbox in the
    Print Options
     window 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 the
    1099 Additional Information
     window of the
    Clients
     screen.

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.

This article applies to:

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close