Accessing Tax Forms in Paylocity for HR & Payroll

Log into Paylocity | HR & Payroll

  1. 1. Navigate to the Pay Tile and Click on "More"

    Navigate to the Pay Tile and Click on "More"
  2. 2. From the dropdown list, click on "Tax Forms".

    From the dropdown list, click on "Tax Forms".
  3. 3. This will bring you to the next screen. Click on W-2 for the year worked to view an online preview.

    To download, click on the orange button in the top right hand corner labeled "Download W-2".

    This will bring you to the next screen. Click on W-2 for the year worked to view an online preview.
  4. 4. To download the 1095-c Click on 1095-C for the year worked to view and online preview.

    To download, click on the orange button in the top right hand corner labeled "Download W-2".

    To download the 1095-c Click on 1095-C for the year worked to view and online preview.