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How to Access W-2 Tax Form in Paylocity

  • Updated

Log into Paylocity

    1. You can log into Paylocity either using the mobile app or from your internet browser
      1. Internet Browser: https://access.paylocity.com/
      2. Mobile App: If you do not have it already downloaded on your phone, Go to your application store > search Paylocity > find Paylocity Mobile > download

    2. You will need the following information to log into your self-service profile in Paylocity:
      1. Company ID

        Company Name

        Company ID

        HCS Renewables Energy, LLC

        119350

        On & Offshore Quality Control Specialist

        119351

        Shipyard Staffing LLC

        119352

        Harvest Energy Services Inc.

        119353

        Ally Consulting LLC

        119354

        Avery Technical Resources Inc.

        119356

        Rudtuk Operating LLC

        119357

      2. Username
      3. Password

If you do not remember your username or password, you can select ‘Help’ at the top of the screen.

  • You can then either select forgot username or forgot password
  • It will ask you a series of questions to validate your identity and either provide you a username or temporary password

 

Access a W-2 Tax Form from a Computer

  1. Navigate to HR & Payroll > Employees > Employee Payroll File > Pay > Tax Forms.
  2. Select the Tax Year entry to view or print a copy of the tax form.
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  3. Password Protected Box will appear. 
    • Select the little box
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  4. Select the View PDF tab
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  5. W2 page will appear.
  6. Print.
  •  

Email a W-2 Tax Form From a Mobile Device

  1. Open the Paylocity Mobile Application (App).
  2. Log in.
  3. Select Pay from the main menu.
  4. Select Tax Forms.
  5. Select the applicable W-2 Tax Form. The W-2 Tax Form View will display the following sections:
    • Employer Identification Number (EIN)
    • Employer Address
    • Federal tax boxes for wages
    • State tax boxes for wages
    • Local tax box for wages
    • Multiple State and/or Local sections will list one after another
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  6. Select the Email link in the top right-hand corner.
  7. Enter the email information:
    1. To: Recipient email address (your email address)
    2. Cc: Additional recipients if necessary
    3. Subject: Will have the Check stub information by default
    4. PDF Password: This is an optional security measure that recipient will enter to view the check stub
    5. Confirm PDF Password: This will apply when using the PDF Password
    6. Message body:
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