Tax Documents FAQ
If you ran payroll in TRAX in the previous year, this help guide will give you some insight as to where you will find your year-end tax documents.
If you ran payroll with us in the previous year, you will be provided with W2 and 1099 documents. The W2's will be for any paid employee paid through TRAXPayroll and 1099's will be for any contractor paid through TRAXPayroll.
If you are using the integration with BambooHR, Contractors will only have access if they have a profile set up in BambooHR. If you only pay the contractor through TRAXPayroll and they don't have a BambooHR profile set up, you will either need to send the contractor a copy of their 1099, or the contractor will need to be given access to the employee portal in TRAXPayroll.
All payroll admins will be provided with initial proof copies of their tax documents to review. Final W2 documents will be posted prior to the tax deadline of January 31st each year.
All employees will have an electronic W2 provided to them in PDF format. Additionally, employees have the ability to opt for W2’s to be printed and mailed to them through their TRAXPayroll profile. If they haven’t opted in for this service prior to the date that W2’s are posted they will not be able to receive a printed version of the W2.
After final versions of the documents have been generated and posted to your TRAX account, we will send an email to all payroll admins on your account to let you know that tax documents are posted and available.
After tax documents have been generated and posted, we will send an email to all employees letting them know that their tax documents are available. This email will direct them to log in to TRAX to view their tax document.
If you are using the BambooHR integration, your employees will be directed to log in to BambooHR to view their tax document.
Admins will be able to access their W2’s and tax documents in TRAX by navigating to Reports and then clicking "Quarterly & Year End."
Employees will be able to access their W2's and tax documents by navigating to the Reports tab and then clicking "Year End."
If you are using the BambooHR integration, employees will be able to access their W2's in the Pay Info tab in their BambooHR account. They will be able to view, print, and download the document. Please note, they will NOT be available on the documents tab. Just like paystubs, these documents will only be available on the Pay Info tab. (See screenshot below)
If for some reason the document isn’t working or accessible in BambooHR, employees can additionally access their W2’s from their employee portal in TRAX as shown above.