Publish Year-End Tax Correction Forms to Self-Service (USA)
- View W-2C and US Territory corrections form data.
- Security: These domains in the USA Payroll functional area:
- Process: US Territory Year End Forms (Reports)
- Process: Tax Filing/W-2s (Reports) - USA
Publish year-end tax forms so that employees can use self-service to view and print their forms. This feature is available for tax year:
- 2010 onward for W-2, W-2C forms.
- 2018 onward for W-2PR, W-2CPR, W-2GU, W-2CGU, W-2VI, and W-2CVI forms.
- Access the relevant task:
- Publish US Year End Tax Documents
- Publish US Territory Year End Tax Documents
- Select the companies for which to publish correction forms.
- Enter the date you want employees to be able to access their forms in these fields:
- Electronic-only Availability Date
- Electronic and Paper Copy Availability Date
TheIssued Datedisplays the last date you extracted W-2C data using the relevant task.- Create W-2C Data
- Create US Territory Year End Form Corrections Data
- Forms are available as a related action for a worker by selecting . In addition to desktop, workers can view and print year-end forms using Workday on Android, iPad, and iPhone.
- Terminated workers can view their W-2 forms on mobile by searching for theMy Tax Documentstask.
- A W-2C form that is compatible with accessible readers is available. Employees can select theAccessible Formbutton on theMy Tax Documentstask. This button displays when employees select theSimplified Viewcheck box on theChange Preferencestask. (This feature doesn't apply to U.S. Territories.)
You can unpublish the forms from self-service once the availability date has passed by accessing the relevant task and changing the availability date.
- Publish US Year End Tax Documents
- Publish US Territory Year End Tax Documents
Workday recommends that you create correction forms instead of unpublishing forms, as employees might have already accessed their forms.