Payroll self-service

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.

5 min read · Updated Mar 18, 2026 · Employees updating payroll tax details

Use My Account Taxes when your withholding or W-2 delivery preference changes.

This form saves a dated tax profile, so the effective date matters.

Quick facts

Start here

  • The tax form saves a new profile instead of silently overwriting payroll history.
  • Electronic W-2 delivery must be enabled before the paystubs tab can offer W-2 downloads.
  • If you are unsure what to enter, pause and ask a payroll professional instead of guessing.

Step 1: Open the tax form and review the current profile

Start from the taxes tab

Open My Account Taxes.

Read the current filing status, multiple-jobs choice, and extra withholding before you make a change.

The taxes tab is where employees update withholding details and decide whether W-2 copies can be delivered electronically.
  1. 1 Review the current payroll details and W-4 section before you save a new profile.
  2. 2 Use the effective date that should control payroll going forward.
  3. 3 Save only after the federal and Arizona sections both reflect the change you intend.

Step 2: Save a dated change you can explain later

  • Use the effective date that should control payroll going forward.
  • If you turn on exempt or zero withholding, read the surrounding fields carefully so you do not leave conflicting values behind.
  • Save the profile only after the federal and Arizona sections both look right.

Step 3: Turn electronic W-2 delivery on if you want downloads

Use the W-2 delivery preference in the taxes tab when you want the paystubs area to offer downloadable copies.

If electronic delivery is off, the W-2 preview can still show payroll information, but the download link will stay unavailable.

Electronic W-2 delivery is a tax preference, so turn it on here before expecting W-2 downloads in the paystubs tab.
  1. 1 Turn on electronic W-2 delivery here before expecting downloads in the paystubs tab.
  2. 2 Save the tax profile after you update the W-2 delivery choice.