How to View & Deliver Tax Forms for Employees & Contractors

Employees and contractors choose to receive an electronic copy or a paper copy of their year-end W-2 & 1099-NEC documents.

Business owners are required to print off and provide those reports if the employees and contractors choose a paper copy for their year-end documents.

Note: Alternatively, you can opt in for the Homebase Print and Mail services for tax forms (available in your Payroll dashboard).

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Viewing Paper or Paperless Tax Forms & Tax Form Delivery Preferences

1. Sign into Homebase and click Team on the left side of the page.
2. Click the name of the team member you would like to view the information for.
3. Click the Documents tab.
4. Scroll down to Tax documents and Form Delivery to view tax forms (W4s or 1099) and tax form delivery preferences (paperless or paper), respectively. 
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Delivering Paper Tax Forms to your Employees & Contractors

Your team members, including Payroll Admins, will automatically receive an email notification when end of year tax forms are available to download in their Homebase account. Team members who opted in for paper delivery will need their forms mailed to them by their employer.

To view all year end tax documents for your team:

1. Click Pay on the left side of your screen.
2. Click W-2s and 1099s.
3. (Optional) Adjust the Year, Delivery Preference, and Document type if needed.
4. Click any of the File links to view or download tax documents for each employee.
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More Questions?

Still have questions? Feel free to reach out and we’d be glad to help!

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