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Self Service Instructions: W-2 Information

April 2022 Page 1 | 5 Self Service W-2 InformationContents Introduction .. 1 Access W-2 Form Information .. 1 printing a W-2 Form While Using screen Reader Mode .. 3 To Exit .. 4 Problems and Solutions .. 5 IntroductionThe W-2 Form is available by signing into the Self Service Portal. Here you will find the option to view and print your W-2 Form. There are several significant advantages to W-2 Forms in Self Service : You can obtain new W-2 Form Information the first day it becomes available You can obtain historical W-2 Form Information You can print W-2 Forms You can access W-2 Form Information from any PC connected to the Internet at work, athome or while traveling Your W-2 Form will not be delayed or lost in the mailThese instructions are intended for use at the time you are accessing your W-2

• Continue with the next instructions. Printing a W-2 While Using Screen Reader Mode There are two methods for printing a W-2 in Self Service, a PDF version, or a webpage version. To print the PDF version of the W-2: • The . View PDF . check box must be selected and then selectthe [VIEW W-2] button for the

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Transcription of Self Service Instructions: W-2 Information

1 April 2022 Page 1 | 5 Self Service W-2 InformationContents Introduction .. 1 Access W-2 Form Information .. 1 printing a W-2 Form While Using screen Reader Mode .. 3 To Exit .. 4 Problems and Solutions .. 5 IntroductionThe W-2 Form is available by signing into the Self Service Portal. Here you will find the option to view and print your W-2 Form. There are several significant advantages to W-2 Forms in Self Service : You can obtain new W-2 Form Information the first day it becomes available You can obtain historical W-2 Form Information You can print W-2 Forms You can access W-2 Form Information from any PC connected to the Internet at work, athome or while traveling Your W-2 Form will not be delayed or lost in the mailThese instructions are intended for use at the time you are accessing your W-2 Form.

2 Access W-2 Form Information To access W-2 Form, take the following steps. TIP! Do not use the back and forward buttons on your browser; this could result in losing data you entered. Navigate using the Menu. Steps to Access W-2 Form Action Result the Self Service Portal: Service Portal sign in page displays. in with the same user ID and password that you use toview your paystub. New employees obtain sign-ininstructions from your Human Resources or Payroll Service Portal Homepage displays. the Self Service Homepage, select the Self Service Service Landing page displays.

3 April 2022 Page 2 | 5 Action Result Tax Forms Tax Forms tiles display. View W-2 Forms Employee W-2 Forms page displays. view or print a W-2 Form in PDF Format: Select the [VIEW W-2] button for the calendar year ofthe W-2 you would like to : If you have more than one W-2 because you hadtaxable income for more than one state during the year,you will have a W-2 for each state. When multiple W-2sfor the same calendar year exist, there will be asequence number in the Sequence Number column andthe State will be indicated in the W-2 State column.

4 To print the W-2 Form in PDF format, use yourbrowser s print : If your W-2 Form doesn t print correctly, you mayhave to change the margins in your browser's PageSetup. If your W-2 Form prints too small, unchecking theShrink To Fit checkbox in Page Setup may help. PageSetup is usually found on the File menu. Close the PDF W-2 Form window after viewing new window opens, displaying the W-2 Form in PDF format. The PDF W-2 Form will print. The Employee W-2 Forms window is still open. view or print a W-2 Form from the Form W-2 page: On the Employee W-2 Forms page, Uncheck the ViewPDF checkbox.

5 Select the [VIEW W-2] button for the calendar year ofthe W-2 you would like to view. To print a W-2 Form from the W-2 page do one ofthe following:oSelect the Print This W-2 File > Print on the W-2 Form page displays. The W-2 Form will print. NOTE: If your W-2 Form has multiple pages, you will need to select the Page 1 of 2 link to display the second page. When the second page displays, you will need to select the Print This W-2 link again. NOTE: If your W-2 Form doesn t print correctly, you may have to change the margins in your browser's Page Setup.

6 If your W-2 Form prints too small, unchecking the Shrink To Fit checkbox in Page Setup may help. Page Setup is usually found on the File menu. April 2022 Page 3 | 5 one of the following: To view another year s W-2, return to step 7 or step 8. Continue with the next a W-2 While Using screen Reader Mode There are two methods for printing a W-2 in Self Service , a PDF version, or a webpage version. To print the PDF version of the W-2: The View PDF check box must be selected and then select the [VIEW W-2] button for thecalendar year of the W-2 you would like to view.

7 Depending on browser settings the PDF version of a W-2 will open in a new browser tab or inAdobe Acrobat. Use the browser or Adobe Acrobat print feature to print the W-2. Close the browser window or Adobe Acrobat after viewing and print the webpage version of the W-2 form in the required IRS format in Self Service , you must temporarily turn off the screen Reader Accessibility Mode. Action Result turn off the screen Reader Accessibility mode:Select the [ACTIONS] button (the icon with three dots in thebanner region).Actions button menu displays.

8 My preferences page displays. General Settings from the Preference Item ListNavigation Settings page displays. General Options, select screen Reader Mode Off fromthe Accessibility Layout drop-down Reader mode turns off. the [SAVE] order for the change to take effect, select the [ACTIONS]button (the icon with three dots in the banner region) andselect Sign Reader mode preference change is now in effect and Self Service Portal Sign In page displays. in into the Self Service Portal again and navigate to theEmployee W-2 Forms by selecting Self Service tile > Tax Formstile > View W-2 Forms W-2 Forms page displays.

9 The View PDF boxes for the year(s) you wish to [VIEW W-2] button for a specific year W-2 Form displays. April 2022 Page 4 | 5 [PRINT THIS W-2] link to print the : When all of the intended forms have been printed, screen reader mode needs to be turned back on. the [ACTIONS] button (the icon with three dots in thebanner region).Actions button menu displays. My preferences page displays. General Settings from the Preference Item ListNavigation Settings page displays. General Options, select screen Reader Mode On fromthe Accessibility Layout drop-down Reader mode turns on.

10 The [SAVE] order for the change to take effect, select the [ACTIONS]button (the icon with three dots in the banner region) andselect Sign Reader mode preference change is now in effect and Self Service Portal Sign In page displays. To Exit When you are finished with the View W-2 Forms page, choose one of the following: To return to Self Service Landing page: Select the [HOME] button. --AND-- On the menu, select the Self Service tile. To exit the Self Service : Select the [SIGN OUT] link. --OR-- Select the [ACTIONS] button (the icon with three dots in the banner region) and select Sign 2022 Page 5 | 5 Problems and Solutions Use the following guide to resolve problems.


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