Farin Farin
Payroll and tax

Generate forms, record tax payments, and deliver W-2s

Use Tax Center for payroll forms and deposit tracking, then make employee W-2 access part of your year-end routine.

6 min read Updated Mar 18, 2026 Managers and payroll operators closing tax periods

Use this article during quarter-end and year-end tax work.

Generate files in Payroll Forms, record payments in Payroll Transactions, then guide employees to My Profile for W-2 access.

Quick facts

Start here

  • Farin generates the form files and tracks status, but filing may still happen through outside government portals.
  • Payroll tax deposits can be tracked directly in the Tax Center.
  • Marking a form submitted keeps the audit trail complete.
  • Employees manage W-2 electronic consent and access from their own profile.

Step 1: Generate and review payroll form files

Generated does not always mean filed

Some forms still need to be uploaded, mailed, or submitted through the external agency portal.

Use the status tools here to track what has been generated, downloaded, and submitted.

Use the forms tab for quarter-end and year-end packets

Open Payroll Forms.

Refresh the period, generate the files you need, then review the output before filing.

The Payroll Forms tab is where you generate, download, and track the forms tied to each filing period.

Step 2: Record tax payments and deposits

Post or review the payment in Payroll Transactions

Open Payroll Transactions.

Use the draft, estimate, or posted-payment tools there to keep the payment record tied to the right period.

The Payroll Transactions tab tracks payroll tax payments and keeps the period linkage visible for later review.

Step 3: Mark forms submitted and deliver W-2 access

  • After filing, mark the form submitted and add any confirmation details the team should keep.
  • For employee W-2 access, direct staff to My Profile where they can manage consent and open their W-2 materials.
  • Build W-2 delivery into your year-end checklist so employees know where to look before questions pile up.

Related guides

Keep going

Payroll self-service 4 min read

View paystubs, leave balances, and W-2 previews

Use the My Account paystubs tab to review pay history, check leave balances, and download W-2 copies when electronic delivery is enabled.

paystubspayrollw2self-service
Payroll self-service 5 min read

Update your tax profile and W-2 delivery preferences

Use the My Account taxes tab to update withholding details, set the effective date, and choose whether W-2 copies can be delivered electronically.

taxespayrollw2self-service
Schedule and time 5 min read

Review timecards and fix missed punches

Use Weekly Timecards to scan for open punches, compare scheduled vs actual hours, and correct obvious errors before payroll.

timecardstimeclockpayrollmanager
Payroll and tax 6 min read

Run payroll and choose payout methods

Create a payroll run, review timecards and wages, and choose whether each employee is paid by direct deposit or a manual payout.

payrollpayoutstimecardsdirect-deposit