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How do I review and print my W2s in Traction Payroll?
You can review your W2s and related documents inside the Payroll Dashboard. After you review, you can print these same W2s for your employees.
This article only applies to Traction Payroll customers.
If there are any modifications that are needed on any of these documents, please contact the Traction Customer Success Team via phone, chat, or e-mail.
W2s are not mailed to your employees automatically and will need to be printed and distributed.
Reviewing W2s
1. Navigate to the Payroll->Employee Info and click on the Payroll Dashboard button. This will open a new tab inside the Payroll Dashboard.
2. Click on Settings->Account in the left-hand sidebar. Scroll to the bottom of this page and you will see your previous filings, along with an entry for your Federal W2s.
3. Click the Download icon to download a zip file containing all of your W2 related documents.
4. Open the zip file that you just downloaded and you will see the collection of your W2 related documents. Review each document to make sure all of your deductions and amounts match what you are expecting to show.
The Payroll Dashboard Reports will be helpful in this process. This KB Article will walk you through the process of obtaining these reports.
In particular, the Labor Allocation Report and the Paystub Report, each ran for the entire year will be helpful in seeing what information you put on each check, along with the totals.
If there are any modifications that are needed on any of these documents, please contact the Traction Customer Success Team via phone, chat, or e-mail.
Printing W2s
At this time, the W2s are not sent through the mail automatically. You will need to print and distribute them to your employees.
Once you have downloaded the zip file of your W2s, you are ready to print them to distribute to your employees. If you still need to download your W2s, you can follow the directions above.
Each one is labeled with the SSN of the employee.
You can open them in your preferred PDF viewer and then print as you would any other PDF.