In isolved, employees can opt in for electronic delivery of year-end tax forms, including W-2s, 1099s and 1095s (if using isolved for ACA compliance). This feature offers a more secure method for employees to receive their tax forms. It also allows them access to their tax forms sooner than regular mail delivery, requires less paperwork for you as the employer, and relieves you from the additional time and expense of mailing out paper tax forms.
What if the employee already declined electronic delivery and would like to change their mind?
If an employee changes their mind after their initial decline, or if they had withdrawn their acceptance, they can change their decision by clicking on the arrow next to their name in Employee Self-Service.
Once they click on Electronic Delivery – Tax Forms, the pop-up with the “Terms of Use and Consent to Electronic Delivery of Year-End Forms” will appear again. The employee can then click on I Accept.
For those employees who opt in, paper copies of year-end tax forms will NOT be provided. Employees will access and print their electronic tax forms via Employee Self-Service. All year-end tax forms remain available to you, as the employer, under the Reporting menu in isolved.
How do I see which employees have consented to electronic delivery of their tax forms?
In order to see which employees have consented to electronic delivery of their tax forms, go to Reporting > Client Reports and run the Electronic Tax Forms Delivery Status report.
Column A of the report will display if the employee consented to the electronic delivery of tax forms.
Column B will display if the employee was presented with the option and declined.
Column C will display if the employee previously consented to electronic delivery of their tax forms and then later withdrew their consent.
For additional year-end information, visit Year-End Central in the Insperity Help Center.