Retrieve W2 for Payroll Client

Part 1

1. Log into the payroll software Gusto.

2. Password

3. On the left side menu, click "Clients."

4. Select the appropriate client and look to the left-side menu again which has now changed.

5. Click on "Taxes and Compliance" and then scroll down to tax forms.

6. Click the hamburger link for the form requested and download the employer packet.

7. Save the documents under the payroll tab of the Growth Group team folder > Client Folder > Payroll in Dropbox.

8. Open the folder where you will see the W-2s for the employees.

9. Select the "Employer Copy" of the W-2 for the requested employee, because it shows only the W-2 and does not have the additional information provided by Gusto.

Part 2

1. Reply-all to the requesting email.

2. In the body of the email, address the sender and type "The requested documents are linked below."

3. Add the dropbox link(s) to the requested W-2 using the attachment icon.

4. Verify the correct information has been linked.

5. Send the email or schedule the email to send during business hours.

6. Mark the task complete in Asana.