Please see below for information on receiving Form W-2 and having Workday W-2 data sent directly to Turbo Tax.
Receiving Form W-2
Staff who are interested in receiving your W-2 earlier than Jan. 31 should look for an upcoming Workday Notification email that will tell you how to sign up for an electronic version of your Form W-2. If you select the electronic copy only, it will be available weeks prior to the electronic/printed copy option. Stay tuned for details.
Sending Your Workday W2 Data Directly to Turbo Tax
HCPSS can send your W-2 data to Intuit (Turbo Tax). By making this election, you will have the convenience of entering 4 data points in the Turbo Tax software and all your W-2 data will download and auto populate in the appropriate areas.
If you use Turbo Tax and have an interest, please follow these simple steps in Workday by Dec. 31. NOTE: This election only works for Intuit Turbo Tax.
- Log in to Workday
- Select the “Pay” worklet
- Select “My Tax Documents” in the View section
- Click on the “Edit” button in the 3rd Party Automatic Transmission area
- Click “OK”
- Click on the button next to “Send my W-2 information to third party tax preparers”
- Click on the “Confirm” box
- Click “OK”
Your W-2 data will be sent to Intuit (Turbo Tax) upon the completion of the W-2's.
Your election will remain in effect. If you want to change your prior election, follow the same steps as above to update your new election.