How to Find W2 in Workday

This guide walks you through locating, reviewing, and saving your W-2 form using Workday. Follow the steps below to access your payroll records, download the correct tax year's form, and store it securely for tax filing.

Prerequisites

• An active Workday account with a valid username and password.
• Access to the Payroll section, typically found under My Account or Employee Self-Service.

Steps to access your W-2 form

1. Log in to your Workday account using your username and password.

2. Navigate to the Payroll section. This is typically found under the My Account or Employee Self-Service tab.

3. In the Payroll section, click View Payroll Documents to access your payroll records.

4. On the payroll documents page, locate the drop-down menu at the top of the page.

5. Select the tax year for which you want to view your W-2 form from the drop-down menu.

6. Click the W-2 link to view and download your form for the selected tax year.

7. Your W-2 form will be displayed on the screen.

8. Review your W-2 form carefully to ensure all information is accurate and complete.

9. Print or save the W-2 form to your computer for future reference.

If you have trouble finding your W-2 form

If you cannot locate your W-2 form in Workday, contact your payroll department or HR representative for assistance. They can help you troubleshoot any issues and provide further guidance on accessing your form.

Tips: - Always save a copy of your W-2 form to your computer or an external hard drive for your records. - Double-check all details on your W-2 form before submitting it for tax purposes.

Best practices for managing your W-2 form

Once you have downloaded your W-2 form, follow these recommendations to keep it secure and ready for tax filing.

1. Save a copy of your W-2 form to your computer or an external hard drive. This ensures you have a backup in case you need to access it in the future. Use a secure folder or encrypted drive if possible for added protection.

2. Use your W-2 form to file your taxes. Refer to the saved digital copy or print a physical copy as needed for your tax preparation.

3. Keep your W-2 form in a safe and secure location. Store both digital and printed copies in places protected from unauthorized access or loss.

4. Review your W-2 form carefully for accuracy and completeness before using it for tax filing. Double-check all personal and financial information.

5. Always save a copy of your W-2 form for your records. Retain your W-2 forms for several years, as they may be needed for future reference or audits.

6. If you encounter any issues or cannot locate your W-2 form, contact your payroll department or HR representative for assistance.

Best Practices: - Use strong passwords and secure storage for digital copies. - Do not share your W-2 form with unauthorized individuals. - Back up your files regularly to prevent data loss.

Summary

By following these steps, you can quickly and easily access your W-2 form in Workday and use it to file your taxes. Review your form carefully and save a copy for your records so it remains safe, accessible, and ready whenever you need it.