This is a quick reference guide for all of the communications admins received via email re: tax documents for 2022.
How do I know who I need to mail (or email) tax documents to?
You will need to distribute tax documents to anyone who cannot access theirs digitally. If you email a tax document, we recommend password protection. If you mail a paper copy, it must be postmarked January 31st to meet the IRS deadline, and we recommend using a security envelope.
Follow these steps to know who to send tax documents to
1. Select all "active" "onboarding" and "separated" worker filters. Remember, a separated worker may still need to receive a 1099 if they have earned >$600 that tax year.
2. Click "Filters"
3. Select "account access" - "NO"
4. Click "show results".
5. This is the list of workers you may need distribute tax documents to. If the W2 worker earned wages and they are on this list, you must distribute their W2. If a contractor earned >$600 and they are on this list, you must distribute their 1099.
You can help this worker gain access before January 31st by following these steps. They will need to onboard and log in to be able to access their documents.
In late January, Everee will re-send onboarding emails to anyone who has never accessed their account. If they create an account, they will be able to access their tax documents themselves by logging in.
How will you/your workers receive their W2s and 1099s?
Everee will deliver these documents for your current and past workers electronically (if they have access to their Everee account).
Workers will be able to log into Everee via the mobile or web app and view their tax documents. Note: They will need to have the recent version of the Everee mobile app to view documents there.
Admins will find a .zip file of their workers tax forms in the “Documents” section of the left navigation.
What will you communicate to workers?
Workers will receive an email letting them know their documents are posted in their portal and instructions on how to access them.
When should workers expect their tax documents to be available?
Documents will be posted in worker portals by January 31st.
Notes for if you are are distributing the tax document to a worker yourself:
If you email a tax document, we recommend password protection. If you mail a paper copy, it must be postmarked January 31st to meet the IRS deadline and we recommend using a security envelope.
What if a worker notices an error on their document and needs a correction?
If there is an error on one of your workers tax documents, please gather the correct information and submit a ticket to our Customer Support team to indicate what needs to be fixed. Corrections may include incorrect: payment amounts, address, TIN (SSN, EIN), full legal name or business name, etc. Please provide specific details about the error and the worker (full name, ID). Once we have received this information and re-filed with the IRS, we will provide a corrected PDF to both admin and worker.
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