Accessing Your Tax Forms & W-2s

This guide will help you quickly locate, view, and securely download your tax documents in Paylocity. Please note that if you are no longer an active employee with us before January 16th, you will not have access to Paylocity, and your W-2 will be mailed to you. All W-2's will be available every year by the end of January 31st.

Option 1: Using the Web Portal

Where to Find Your Forms

• Home Dashboard: Click the My Profile quick action. (If missing, click the 🖉 icon to add it).
• Self-Service: Navigate to Self-Service Portal > View Employee Record.
• Direct Path: Select the Pay tab, then click Tax Forms.

Viewing & Security

1. Select Year: Click the Tax Year to open the PDF.

   Authenticate: If prompted, select a delivery method (Email/Text) for your security pin. Enter the code to proceed.

2. Another window will pop up asking if you would like to password-protect your downloaded files. If you would like to password-protect your files, enter a password (it does not have to be your current Paylocity login password).
   1. If you do not want to password-protect your files, click the blank block below and continue by clicking "view PDF."

• If you choose to password-protect your files, another window will pop up after you click on "view PDF". Enter the password you just set to access your file. You can now download a copy to your computer.

Option 2: Using the Mobile App

For quick viewing on the go, educators can use the Paylocity Mobile App to access their W-2.

W-2 Only: The mobile app currently only supports the W-2 tax form. To view other forms, please use the Web Portal steps above.

Steps to View Your W-2:

1. Log In: Open the Paylocity Mobile App on your device.

   Access Pay: Tap the Pay icon from the main menu.

   Navigate: Scroll to the Tax Forms section.

   View Form: Double-tap the specific tax year you wish to see.

   • Note: You must select the entire "block" for that year. Selecting the circle icon alone will not display the full details.

Sharing or Emailing Your Form:

If you need to send your W-2 to a tax preparer or your personal email:

• Select the Share icon in the upper-right corner.
• Alternatively, scroll to the bottom-right corner to find the share options.

If you encounter issues accessing your forms, please reach out to our support team at by phone at (213) 516-6054 or by email at help@zeneducate.com.