Preview Tax Documents: W-2s & 1099s

As year-end approaches, it's vital for 7shifts Payroll users to ensure employee records are up-to-date. Accurate records are essential for generating correct W-2/1099s forms and ensuring a smooth year-end process. This article will guide employers through reviewing and updating key details in 7shifts, helping prevent issues with tax filings and employee documentation.

⚠️ Note: Only Admin users can access Payroll and complete these steps via the 7shifts web app.

1. Review(and Update) Employee Information

  • To get started navigate to Payroll > Tax  and ensure the correct tax year is selected. Review the following employee details for both Employees (W2) and Contractors (1099): 
    • Legal Name 
    • Employment Status (Active/Terminated) 
    • Home address 
    • SSN/ITIN 
    • Paperless statement consent (Yes/No)

Screenshot 2024-10-17 at 10.26.01 AM.png

  • To update info, select Review Details and adjust accordingly, or send an Onboarding Package for the employee to update themselves.

Screenshot 2024-10-17 at 10.38.33 AM.pngScreenshot 2024-10-17 at 10.42.09 AM.png

⚠️ If the SSN/ITIN field is greyed out, the employee must update it themselves. Learn how here.

2. Get Employee Consent for Paperless Statements

  • Employees can opt-in from their account, or the employer can do so on their behalf. Learn how here.
⚠️ For employees who haven't opted for paperless statements, 7shifts (with our payroll partner) will print and mail their forms at a cost of $3 per document sent, charged in February 2025.

Screenshot 2024-10-17 at 11.11.32 AM.png


3. Confirm Employee Earnings

  • Download the W-2 Report to review draft W-2s and ensure all details and wages are accurately reflected, including any adjustments. Learn how to adjust wages here.

Screenshot 2024-10-17 at 11.15.48 AM.png

Was this article helpful?
1 out of 2 found this helpful