W2 Opt In Report
- 28 Oct 2024
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W2 Opt In Report
- Updated on 28 Oct 2024
- 1 Minute to read
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- DarkLight
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The W2 Opt In Report lists each employee’s paperless tax form selection and can be used to review employees who have elected to receive paper W-2s. This report only lists employees who have been onboarded to payroll and includes separated employees.
Navigation
The W2 Opt In Report is found on the Workforce tab of My Reports.
- Navigate to My Reports.
At the top of the My Reports screen, select the Workforce tab.
Locate the W2 Opt In Report.
- Select Customize to adjust the report parameters before running the report.
- or -
Select Run to run the report with the default report parameters.
Report Parameters
Parameter | Description | |
|---|---|---|
1 | Filter By | Filter options for the report:
|
2 | Filter | A list of filter options, determined by the 'Filter By' category selected (#1). |
3 | View options | This section provides options to select, save, edit, or delete a report view. |
4 | Run | Generates the report. Click the down arrow to the right of the Run button to export, email, or print the report. |
Report Layout
Column | Description |
|---|---|
Employee Name | Name of the employee as it appears on their employee record. |
W2 Electronic Opt-in | The employee’s paperless tax form election. No selection - The employee has not indicated if they opt-in to paperless tax forms or not. Yes - The employee has opted-in to paperless tax forms and does not need a paper W-2. No - The employee has opted-out of paperless tax forms and requires a paper W-2. |
Email, Export, or Print the Report
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