Payroll Account Details & Documents

To view your payroll account details and payroll documents, open the Settings app and select Business Setup > Payroll.

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Account details

To view or update your payroll account details, select Account settings. If you have multiple payroll accounts, select Manage account > Account settings.

You can view and update your payroll account settings as needed, including:

• Managing your pay groups

• Setting up benefit calculations

• Creating time off policies

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Documents

To upload or download payroll-related documents, select Manage documents. If you have multiple payroll accounts, select Manage account > Manage documents.

You can use this to:

• View and download company documents such as W-3s and quarterly 941s

• Download worker documents such as W-2s and 1099s to send to your workers at year-end

• Upload and store payroll-related documents