Beyond - Viewing Tax Documents

If you are someone who needs to view tax documents such as W2s, W2-Cs,1099s or 1095s, you can now view and print them from Beyond. 

*Note* This is only for tax documents created in TempWorks starting in 2015

This Article Covers: 

  1. Having the Right Permissions
  2. Pulling the Tax Documents You Want


Permissions

Not everyone can or should be viewing and/or printing out employee tax information. Your admin will need to provide you with the correct security group permissions in order to see and print tax documents in Beyond. 

If you are new to Beyond, check out Beyond - Managing Security Groups for more information on what security groups are and how they work. 

In order to print tax documents, you will need the Security Group > Permission Category permission: 

This permission is already granted to the following default security groups

  • Administrator
  • Back Office Manager

This means any user added to either of these groups will have that permission. 



Pulling Employee Tax Documents

Once you have the correct permissions, you will be able to view tax documents for employees

  1. Navigate to employee record you wish to reprint/view a tax form for
  2. Select Pay History tab
  3. Select Year End option 
  4. Select the year (if applicable) to print all forms from that year
  5. Use the icon to expand and choose individual tax documents
  6. Use the  icon to view the document or select the documents and choose download 

Related Articles