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 {{ glossary.R365}}-payroll" target="_blank" translate="no">onboarded to payroll and includes separated employees.
Navigation
The My Reports search bar can be used to search R365's entire catalog of reports.
- Open the Reports app.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.
Report Parameters
Parameter | Description |
|---|---|
Filter By | Filter options for the report:
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Filter | A list of filter options determined by the 'Filter By' category selected. |
View options | This section provides options to select, save, edit, or delete a report view. |
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
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Learn more about how to send, export, or print this report.
