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V
vstroup
January 8, 2024
Question

Workforce W2's

  • January 8, 2024
  • 1 reply
  • 10 views

 Will employees who are set up with Workforce for their w-2's automatically be sent an email when the w-2's are ready?

1 reply

A
ArielIQuickBooks Team
QuickBooks Team
January 8, 2024

Hello, @vstroup.

 

I'd be happy to share some information regarding the W-2 forms on the Workforce platform.

 

Yes, your employee will receive an email with a link to QuickBooks Workforce. This platform will allow them to access their pay stubs and W-2s effortlessly. They can add their personal information to the system (if you've selected this option), making the process much smoother for everyone involved.

 

I'm also adding these articles you can utilize for future use to know more details about how to manage your W-2 form processes:

 

 

Please let me know if you have further questions about form W2s in QuickBooks. I'm always around to help. Take care, and I wish you continued success.

B
booksnbillingllc
January 18, 2024

In the above reply you mention "They can add their personal information to the system (if you've selected this option)"

 

How can I enable that option after the fact?  We converted from Desktop to Online Payroll and I could not wait for the employees to do the self setup.  But now they should have that option, and they should be able to accept the electronic option for W2, but can't.

M
Maybelle_SQuickBooks Team
QuickBooks Team
January 18, 2024

Hello there, booksnbillingllc.

 

To enable the option for employees to add their personal information, you can remove them from Workforce and then re-invite with the option enabled. Since you've converted from QuickBooks Desktop (QBDT) to Online Payroll, this process should allow your employees to have the option to enter their personal information and accept the electronic option for W-2.

 

Here's how:

 

  1. Go to the Payroll menu and select Employees.
  2. Click the employee name, then press Edit Employee.
  3. Under Personal Info, click the Revoke Access link.
  4. On the pop-up box, tap Revoke Access.
  5. Hit Done to save the changes.

 

To re-invite them, return to the same page where you can choose to Resend Invite or update their email.

 

You might also want to provide this article to your employees: View your paychecks and W-2s in QuickBooks Workforce. It will guide them to see their paychecks, W-2s, and personal info in Workforce.

 

Let me know if you need more help entering employee information in Workforce. I'm here for you.

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