The University is required by law to furnish paper copies of Form W-2 and Form W-2C by mail unless the employee consents to electronic only delivery. Employees are encouraged to opt out of receiving paper copies of their Form W-2, and elect electronic receipt only. This election will also apply if a corrected Form W-2C is issued.
By choosing electronic-only delivery for your W-2 form, you can:
- Increase security of your personal information from loss or theft in the mail.
- Ensure prompt access once your form is available.
- Download or print your form at your convenience.
- Minimize paper waste
Follow these steps to sign up for electronic only delivery:
How to Select Electronic-Only Delivery
In Workday:
- Go to Personal > Benefits and Pay > Overview, then select My Tax Documents under Tasks and Reports.
- Select Edit under Printing Election.
- Choose Receive electronic copy of my Year-End Tax Documents, then click OK to confirm your election.
Employees who wish to continue receiving paper copies of their Form W-2/W-2C should regularly confirm their mailing address settings in Workday and ensure that the Payroll Tax Form usage type is assigned to the location you want to receive tax forms.
- Sign in to Workday
- Go to Personal tab and Personal Information
- Click on Contact Information
- Review Usage for each address
- If changes are needed, click Edit and Submit changes
Important disclosures regarding electronic only delivery:
- Employees will have access to prior year Form W-2s and Form W-2Cs through Workday regardless of their delivery elections.
- Consent will remain in place for all Form W-2 and Form W-2C issuances until the employee withdraws consent through Workday.
- Terminated employees will have access to Workday and their electronic access to Form W-2s and Form W-2Cs for two years after their termination date.
- If terminated employees are hired as either independent contractors, or rejoin as volunteers, they may lose access to their previous employee history in Workday.
- If an electronic notice that Form W-2 or Form W-2C is undeliverable, the University is required to mail a paper copy of the form to the address on file within 30 days.
- Withdraw consent by following the same steps listed below, and selecting Receive both electronic and paper copies of my Year End Tax Documents.
- Contact Tax Services at tax@austin.utexas.edu if you can no longer access your employee information in Workday or have questions about delivery elections.