Tax Documents FAQ
If you have run payroll in TRAXPayroll in the previous year, this help guide will give you some insight into where you will find your year-end tax documents.
If you have run payroll with us in the previous year, you will receive W-2 and 1099 documents. The W-2s will be for any employee paid through TRAXPayroll, while 1099s will be for any contractor paid through TRAXPayroll.
Contractors, like employees, will need to have a profile set up in BambooHR to access their year-end documents and paystubs.
All payroll admins will have initial proof copies of their tax documents provided to review. Final W-2 documents will get posted before the tax deadline of January 31st each year.
All employees will have an electronic W-2 provided to them in PDF format. Additionally, employees can opt to have W-2s printed and mailed to them through their TRAXPayroll profile. If they have not opted in for this service before the posting date of W-2s, they will not receive a W-2 in the mail, but they could always print their electronic copy.
After final versions of the documents are generated and posted to your TRAXPayroll account, we will send an email to all payroll admins on your account to let them know that tax documents are posted and available on the Reports tab in TRAXPayroll.
After the tax documents have been generated and posted to your TRAXPayroll account, all employees will receive an email that lets them know their tax documents are available.
Admins can access their W-2s and tax documents in TRAXPayroll by navigating Reports and then clicking Quarterly & Year End.
Employees can access their W-2s in the Pay Info tab within their BambooHR account. They can view, print, and download the document. Please note that they are NOT available on the Documents tab. Just like paystubs, these documents are only available on the Pay Info tab.
If the document is not working or accessible in BambooHR, employees can use the link on their BambooHR home page to log in to their TRAXPayroll profile. From there, employees can access their W2s and tax documents by navigating their Reports tab and then clicking Year End.