BambooHR Payroll Corrections/Amendments FAQ
What are the frequently asked questions about Payroll Corrections and Amendments?
Purpose: This help guide will review frequently asked questions about corrections and amendments in BambooHR Payroll.
Need to make a corrections request? Click here for more information on how to complete a correction request form.
Where can I find a W-2/W-2c?
BambooHR Payroll will upload all W-2c files and 1099 corrections within two business days of the correction completion date. To locate them, navigate to Reports > Payroll Reports > Tax Documents. For more information, check out this help guide!
How does BambooHR Payroll handle collections and refunds?
- For any tax funds owed (collections): BambooHR will collect the funds and pay them on your company’s behalf.
- For any taxes that need to be refunded: The tax agency will refund your company directly. This will likely come through the mail. We are unable to estimate the time of the funds being received. Once we submit the amendment, the timeline for refund is up to the agency
How can I refund or collect funds from an employee?
Employees will need to be refunded by the employer. Agencies will not refund employees and will send all funds to the employer. To refund your employee, you may do one of the following:
- Pay the employee directly (outside of payroll using an off-cycle payroll)
- Pay the employee in payroll with extra pay using a Non-Taxable Reimbursement pay type (Continue payroll > locate the employee on the Edit page > add the pay type within the Extra Pay column)
To collect funds from an employee for any taxes owed, you will need to collect the funds from the employee directly. This can be done one of two ways:
- Directly from the employee outside of payroll
- As a post-tax deduction in BambooHR > Employee Profile > Pay Info > Deductions
What is the timeline for amendments in BambooHR Payroll?
The current timeline for an amendment is 60-90 days after the correction is completed. To correct payroll data, there are two steps:
- The first step is the “Correction,” where we correct the data in the payroll software. This allows us to populate a W-2c/1099.
- The second step is the “Amendment,” which is the process of populating new reporting documents and providing the information to the agencies. Once the amendment is created, the agency will refund your company. (see above- link to refund timeline.)
The same ticket will be used throughout the process. We will notify you when the correction is complete, and the ticket is moving to the amendment queue.
Can I correct W-2c and 1099s in BambooHR Payroll?
Once the correction is complete, BambooHR Payroll will refile the W-2/1099 with the IRS. The employee must file their taxes with the new W-2c or file an amendment return with the corrected W-2c if they previously filed with the incorrect W-2.