The university encourages employees to opt out of receiving paper W-2 tax forms, and instead retrieve tax information online through Workday. Electronic copies of W-2 forms that are retrieved online are legal documents that meet all the same IRS requirements as paper forms.
Once W-2 forms are available after year-end processing, accessing your form online allows you to do so at your convenience, when you need the information for year-end tax preparation. In addition to providing a more secure way to receive information, opting out of paper tax forms helps the university save money on paper and mailing costs, and furthers the goal of making the university a greener campus.
Please note, that once your election is made, you don’t need to elect it again each year—the election stays in place unless you wish to change it at a later time.
To opt out of receiving a paper copy of your W-2, please follow the steps below:
- Log into Workday, and select the ‘Pay’ application.
- On the right side of the screen, select ‘Tax Documents’.
- Under the ‘Printing Election’ column, select ‘Edit’, then select ‘OK’ at the bottom of the next screen.
- Select the first option button, ‘Receive electronic copy of my Year End Tax Documents’, then select ‘OK’ at the bottom of the screen, and then select ‘Done’.
You will be able to access your tax documents online as soon as they become available, before the Jan. 31 deadline.
Last updated 12/21/2018