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.
Use Tax Center for payroll forms and deposit tracking, then make employee W-2 access part of your year-end routine.
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
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.
Open Payroll Forms.
Refresh the period, generate the files you need, then review the output before filing.
Open Payroll Transactions.
Use the draft, estimate, or posted-payment tools there to keep the payment record tied to the right period.