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OVERVIEW: This job aid demonstrates how to Print Tax Documents (W-2) in Workday.
NOTE: W-2s are electronically delivered to all recipients in Workday on or before January 31st each year. W-2s in Workday can be viewed, saved, and printed at any time. W-2s will only be mailed to individuals who are no longer employed by the City.
STEPS:
1. Log in to your Workday account.
2. From the Main Dashboard on the home page, type My Tax Document in the search bar. Then select the “My Tax Documents” report from the drop-down menu.
3. The “My Tax Documents” page displays your tax form printing elections as well as you past and current tax documents available to you to view or print. Select “View/Print” by the corresponding year in the Employee Copy column.
4. A notification may appear advising that your request is being processed. You can remain on the screen to get your tax document or select “Notify Me Later” to get a notification when the document is ready to view/print.
5. Your Tax Document (W-2) will populate with options to rotate, zoom in or out, download or print (to a printer or PDF).
