---
title: "W2 Opt In Report"
slug: "w2-opt-in-report"
description: "List each payroll-onboarded employee's W-2 electronic opt-in status (Yes, No, or no selection) for compliance tracking."
updated: 2025-10-09T19:14:31Z
published: 2025-10-09T19:14:31Z
canonical: "docs.restaurant365.com/w2-opt-in-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# W2 Opt In Report

The W2 Opt In Report lists each employee’s [paperless tax form selection](/doc/docs/employee-w-2s) 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](/doc/docs/workforce-onboarding-an-employee-to-r365-payroll) and includes [separated employees](/doc/docs/workforce-employee-separations).

---

## Navigation

The My Reports search bar can be used to search R365's entire catalog of reports.

1. Open the **Reports** app.
2. Navigate to **My Reports**.
3. Enter all or part of the report name in the **search bar**.
4. The **Results** tab will open with the list of search results.
5. 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.

![Overview of report options in Restaurant365 with highlighted run and customize buttons.](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/report.png)

---

## Report Parameters

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-31DAK6E7.png)

| Parameter | Description |
| --- | --- |
| Filter By | Filter options for the report: - Legal Entity - Location - Reporting Category |
| 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](https://docs.restaurant365.com/docs/report-views). |
| Run | Generates the report. Click the down arrow to the right of the Run button to export, email, or print the report. |

---

## Report Layout

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-81B6DLU0.png)

| 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](/doc/docs/my-reports-send-export-or-print-reports).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U3S8UCR9.png)