Accessing Tax Forms in Paylocity for HR & Payroll

Creation Date: Jun 13, 2024
Created By: Consultant Support



1. Navigate to the Pay Tile and Click on "More"

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2. From the dropdown list, click on "Tax Forms".

From the dropdown list, click on "Tax Forms".

3. This will bring you to the next screen. Click on W-2 for the year worked to view an online preview.

To download, click on the orange button in the top right hand corner labeled "Download W-2".

This will bring you to the next screen. Click on W-2 for the year worked to view an online preview.

4. To download the 1095-c Click on 1095-C for the year worked to view and online preview.

To download, click on the orange button in the top right hand corner labeled "Download W-2".

To download the 1095-c Click on 1095-C for the year worked to view and online preview.