Along with welcoming the new year, we also say hello to tax season.
This document serves to provide you with step-by-step instructions on how you can access your W-2 when it becomes available in January.
If you need help registering for Paylocity check out our Paylocity article!
Steps to access your Tax Documents via Web
Please use the link below to log into your Self-Service.
Company ID: 120698
Navigate to HR & Payroll > Employees >Employee Payroll File
From Employee Payroll File Click Pay > Tax Forms
After navigating through Pay and the Tax Forms tabs you will see the option to click on 2023 for your W-2. If you’ve worked with ShiftMed longer, you will see other tax years listed as well.
Steps to access your Tax Documents via Mobile
Login to Paylocity Mobile App
Access Pay
Navigate to Tax Forms
Select the applicable W-2. The W-2 View will display the following sections:
Employer Identification number
Employer address
Federal tax boxes for wages
State tax boxes for wages
Local tax boxes for wages
Multiple State and/or Local sections will list one after another
Select View as .pdf to see the printable version of the W-2
Select
to email the form
W-2s will be marked and sent out via US Postal Service by January 31st. Even if you didn’t opt into the paperless option, your W-2 will still be available to download electronically in Paylocity by the end of January as well.
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