---
title: "Payroll Documents Overview"
slug: "workforce-payroll-documents"
description: "Payroll documents in Workforce — signed documents, tax filing receipts, employee tax forms, garnishment orders, and W-2 folders."
updated: 2025-09-03T18:53:24Z
published: 2025-09-03T18:53:24Z
canonical: "docs.restaurant365.com/workforce-payroll-documents"
---

> ## 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.

# Payroll Documents Overview

## **About Payroll Documents**

Documents that are specific to Workforce are stored on the ['Documents' page](/doc/docs/workforce-documents-page) and the ['Documents' tab](/doc/docs/workforce-employee-records-documents-tab) of Employee Records.

Users can manually create folders and upload documents associated with a single [payroll company](/doc/docs/workforce-setup-payroll-companies-and-payroll-clearing-settings).

In addition to manually-created folders, the following system-required folders are created:

- Documents Page
  - Signed Documents
  - Tax Documents
  - Garnishment Orders
- Employee Record Documents Tab
  - Signed Documents
  - Tax Forms

### **Signed Documents**

Employees can be required to view and electronically sign uploaded documents via the '[My Pay](/doc/docs/r365-app-my-pay-employee-self-service)' section of the R365 Mobile App. The **'Signed Documents' folder** on the 'Documents' page allows users to request electronic signatures from employees for any documents uploaded to the folder.

Once a signature has been requested, the employee's signature status will be viewable in the 'Signed Documents' folder on the 'Documents' tab of their Employee Record.

Learn more about the [managing signed documents here](/doc/docs/workforce-documents-signed-documents-folder).

### **Payroll Company Tax Filing Receipts**

When tax filings are submitted to the associated [jurisdiction](/doc/docs/workforce-tax-filing-setup) by R365, any tax filing receipts provided by that jurisdiction are uploaded to the 'Tax Documents' folder on the ['Documents' page](/doc/docs/workforce-documents-page).

The 'Tax Documents' folder has two sub-folders:

- Federal Taxes - Contains federal tax receipts.
- State Taxes - Contains state and local tax receipts.

> Tax filing receipts are not provided by all jurisdictions.

### **Employee Tax Forms**

When an employee completes or updates their tax forms in the '[My Pay](/doc/docs/r365-app-my-pay-employee-self-service)' section of the R365 Mobile App, a printable version with the employee's electronic signature is uploaded to the ['Documents' tab](/doc/docs/workforce-employee-records-documents-tab) of their Employee Record.

### **Garnishment Remittance Documents**

When a [garnishment](/doc/docs/workforce-employee-records-deductions-and-benefits-details-sidesheet) is added to an Employee Record, a copy of the garnishment order is required. Uploaded garnishment orders for all employees are found in the 'Garnishment Orders' folder on the ['Documents' page](/doc/docs/workforce-documents-page).

### **W2s**

After W2s have been filed, two zipped folders of W2 PDFs will be provided on the ['Documents' page](/doc/docs/workforce-documents-page):

| **File Name** | **Description** |
| --- | --- |
| Year_W2s - Payroll Company Name | All W2s for all employees, regardless of paperless tax statements selection. |
| Year_W2s_NonPaperless - Payroll Company Name | W2s for employees who did not elect for paperless tax statements and therefore require a paper W2. |

Learn more about [W2s here](/doc/docs/employee-w-2s).

---

## **Where Payroll Documents Are Stored**

Payroll documents that have been uploaded to Workforce can be found on both the 'Documents' page and the 'Documents' tab of Employee Records.

### **Documents Page**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/b29d2e54-0281-4453-98c5-7090bebfc9ba.png?sv=2026-02-06&spr=https&st=2026-10-26T06%3A40%3A04Z&se=2026-10-26T07%3A40%3A04Z&sr=c&sp=r&sig=JrTXs6vAza9GLry8IzqZbnTjHFpnokDjOGoryNfQIK8%3D)

The ['Documents' page](/doc/docs/workforce-documents-page) contains all documents that are applicable to an entire payroll company. Here, users can upload documents, view tax filing receipts, and manage signed documents.

### **Employee Record Documents Tab**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/fdcda59f-5a3b-4a57-a28f-f41f681c52d6.png?sv=2026-02-06&spr=https&st=2026-10-26T06%3A40%3A04Z&se=2026-10-26T07%3A40%3A04Z&sr=c&sp=r&sig=JrTXs6vAza9GLry8IzqZbnTjHFpnokDjOGoryNfQIK8%3D)

The ['Documents' tab](/doc/docs/workforce-employee-records-documents-tab) of Employee Records contains all documents that are employee-specific. Here, users can upload documents, download printable electronically signed tax forms, and view the employee's signed document statuses.

> The 'Documents' tab is only displayed for employees who have been [onboarded to payroll](/doc/docs/workforce-onboarding-an-employee-to-r365-payroll).