When tax season rolls around, one of the first things you'll need is your W2 form. It will give you an overview of your earnings and tax information for the whole year. If your organization manages payroll and human resources with UltiPro or Kronos (now known as UKG), getting your W2 is very simple.
The W2 form is critical to file your income tax return accurately and on time. By providing digital access to W2 forms, UltiPro makes the tax preparation process easier for both current and former employees.
This article will walk you through everything you need to know to easily and securely retrieve your W2 form, allowing you to focus on filing your taxes without any hassle.
- Open your web browser and go to your company's UltiPro login page. The URL is usually provided by your employer
- Enter your username and password. Some businesses may need multi-factor authentication (MFA) for added security
- Follow the instructions provided by your organization (for example, enter an OTP code delivered to your phone or email) when prompted
Once you are logged in, you have a few choices for locating your W2 forms:
- Quick Links: You can look for a 'Quick Links' section on the homepage. There is an option for 'My Pay' or 'Tax Forms'
- Search Bar: You can also go to the search bar at the top of the homepage and type 'W2' or 'Tax Forms'
- Menu Navigation: Another option is for you to look for sections labeled 'My HR,' 'My HR Forms,' or 'Government Forms', and then select ‘W2’ from the dropdown menu
- Menu Navigation 2: Another way to navigate to your W2 forms is to go select the section labeled 'My Pay’, click ' Forms,' and then select ‘W2’ from the dropdown menu
Once you have successfully navigated to the correct section, you need to perform the following steps:
- Select the relevant tax year for the W2 form you need
- Click on the W2 form to preview it. This will help you verify the information before downloading it
- Look for ‘Save’ or a download option, generally present as a download icon or ‘Save as PDF’ button
- Select a suitable folder on your device where you want to save the downloaded PDF file
If you have trouble accessing your W2, you can try the following solutions:
- Trouble Logging In: Make sure you double-check your username and password. If you've forgotten your credentials, use the ‘Forgot Password’ option or contact your HR department
- W2 Form Not Available: You need to ensure that you're looking at the correct tax year. W2 forms are typically available by late January for the previous year
- Still Having Issues: You can reach out to the support team or your organization's HR department for further assistance
Many organizations offer the option to only receive W2 forms electronically. If you haven't previously selected this option, consider opting for paperless delivery of the form:
- Search for a ‘W2 Consent’ or ‘Paperless Options’ section in UltiPro
- You can follow the prompts to give your consent for electronic-only delivery
- Confirm your email address to make sure that you receive updates on the right channel when new forms are available
If you've left your company, you may still be able to access your W2 forms through UltiPro:
- Confirm with your former employer that your UltiPro access remains active
- Log in using your previous credentials
- Be aware that access to W2 forms can be limited to a certain number of years, as specified by your former employer
- In case of inaccessibility to your W2 form, please reach out to your former employer or HR department
Accessing your W2 form through UltiPro is a simple process that guarantees both convenience and security. Follow this guide to easily retrieve your required tax records, whether you are a current or former employee. Remember to obtain and save your W2 forms far ahead of the tax filing deadline to ensure a seamless tax preparation procedure.
With these steps, accessing your W-2 in UltiPro should be straightforward. Former employees may find the process slightly different; for more detailed instructions, see our article on accessing your W-2 from UltiPro as a former employee.