You can download the various Federal & State documents inside the Payroll Dashboard.
This article only applies to Traction Payroll customers that were formally using Zeal.
If you are having any issues getting your historic reports or filings, please reach out Traction Customer Success Team via phone 888-466-6080, chat, or e-mail success@tractionag.com
Downloading Tax Filings
1. Navigate to Payroll >Zeal Dashboard and click on the Zeal Dashboard button. This will open a new tab inside the Zeal Payroll Dashboard.
2. Click on Settings>Account in the left-hand sidebar. Choose Tax Documents in the Contents Menu. To download the associated document(s), click the download icon on the right-hand side.
Obtaining Payroll Reports
Navigate to the left hand menu and click on Reports
2. Select the desired Report > Fill in the desired Date Range > Click Generate Report
2. Once you Click the Generate Report button, a message will populate cautioning you to ensure your computer does not have a pop-up blocker enabled. Then a download will become available of the requested report.
Accessing the ZEAL Dashboard (for Current Paylocity Users) -
-
From the left-hand menu, expand Accounting.
-
Click on the Payroll option.
-
This will open the Payroll Queue for current Paylocity users.
-
-
In the top right corner of the Payroll Queue screen, locate the ZEAL Dashboard button.
-
Click the ZEAL Dashboard button.
-
Once inside the dashboard, follow the instructions outlined earlier in this article to retrieve your reports and filings.
🚨 Need Assistance?
If you need any assistance, please contact the Traction Customer Success Team via phone (888-466-6080), chat, or e-mail (success@tractionag.com).