Tax season doesn’t have to be stressful. If your employer uses Paylocity, you can easily access your W-2 form right from your account. Which sounds great, but you might be wondering how to get started.

To help, we’ve come up with a quick guide to walk you through locating and downloading your W-2 using either the web or mobile version of Paylocity HR & Payroll software. Scroll down below to learn more about how to find W-2 on Paylocity. 

Accessing Your W-2 Via The Portal

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  • Login to Paylocity 
  • Access the Employee Self-Service Portal by using the hamburger menu in the upper left corner 
  • Once you’re in the portal, find the Pay tile on the lower right side of the screen 
  • Click on the 'More' button at the bottom of the Pay tile 
  • Select 'Tax Forms' from the menu being displayed 
  • Select your 2024 tax form 
  • Download the W-2 

Accessing Your W-2 Via The Mobile App

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  • Login to your account in the mobile app 
  • Select the 'Pay' icon from the menu at the bottom of the screen 
  • Click on 'Tax Forms' from the menu 
  • Select 2024 to view the most recent W-2 
  • Finally, select the blue envelope icon at the bottom of the screen to email a copy of your W-2 to your inbox 

Frequently Asked Questions (FAQs)

A W-2 is a statement that shows all the income you’ve earned during the year, as well as any taxes you’ve paid. It’s used by employees to file their taxes and is normally provided to them by their employer.

Your W-2 might not be available yet if your employer hasn't released it. Employers are required to issue W-2s by January 31st each year. You can also reach out to your HR department for help.

Take The Next Step

Now that you’ve located your W-2 in Paylocity, you’re one step closer to filing your taxes properly. For more Paylocity how-tos, explore our resource center.