Workforce W2's

Hello, @vstroup.

I'd be happy to share some information regarding the W-2 forms on the Workforce platform.

Yes, your employee will receive an email with a link to QuickBooks Workforce. This platform will allow them to access their pay stubs and W-2s effortlessly. They can add their personal information to the system (if you've selected this option), making the process much smoother for everyone involved.

I'm also adding these articles you can utilize for future use to know more details about how to manage your W-2 form processes:

• How to Understand and Fill Out a W2
• File your W-2 forms

Please let me know if you have further questions about form W2s in QuickBooks. I'm always around to help. Take care, and I wish you continued success.

In the above reply you mention "They can add their personal information to the system (if you've selected this option)"

How can I enable that option after the fact?  We converted from Desktop to Online Payroll and I could not wait for the employees to do the self setup.  But now they should have that option, and they should be able to accept the electronic option for W2, but can't.

Hello there, booksnbillingllc.

To enable the option for employees to add their personal information, you can remove them from Workforce and then re-invite with the option enabled. Since you've converted from QuickBooks Desktop (QBDT) to Online Payroll, this process should allow your employees to have the option to enter their personal information and accept the electronic option for W-2.

Here's how:

1. Go to the Payroll menu and select Employees.
2. Click the employee name, then press Edit Employee.
3. Under Personal Info, click the Revoke Access link.
4. On the pop-up box, tap Revoke Access.
5. Hit Done to save the changes.

To re-invite them, return to the same page where you can choose to Resend Invite or update their email.

You might also want to provide this article to your employees: View your paychecks and W-2s in QuickBooks Workforce. It will guide them to see their paychecks, W-2s, and personal info in Workforce.

Let me know if you need more help entering employee information in Workforce. I'm here for you.

We have how it works down pat.  Its the inability for OLD employees (already connected to Workforce) to be able to select the options and enter their own information as they would if they were a new employee today.  Update their own W4, and change their banking info if they need it.  They also want to ge able to select electronic W2's.  So how do I give the same setting information to the older employees who are already in Workforce?

Or is there a way that I can enable electronic W2's for them?

Thanks for getting back to the thread, @booksnbillingllc.

The option to update W4s and modify banking information in QuickBooks Workforce is only available to recently hired or invited employees. Additionally, the ability to add or change employee information in QuickBooks Workforce depends on the payroll service their employer uses.

If you need to update your employee's information within an existing Workforce account, you can accomplish this within your QuickBooks Online Payroll account. Here's how:

1. Go to Payroll, then Employees.
2. Select your employee.
3. Click Edit on the section you want to update.
4. When finished, select Save.

In addition, you can personally send feedback to our developers about this limitation. That way, they can review your suggestions and most likely include them in future updates. 

For additional reference, you can check out these articles: 

• Add or change your personal info in QuickBooks Workforce
• Invite your employees to QuickBooks Workforce to see pay stubs, W-2s, and more if you use QuickBooks...
• Edit or change employee info in payroll

If you have additional questions about updating employee information, please don't hesitate to ask. I'm here to provide assistance.