1. Open User Profile Menu
Click the drop-down next to your name to open the user profile options.
2. Access Payroll Settings
Next, click Payroll Settings to view and modify your preferences.
3. Select Digital Tax Document Option
To opt-in to receive your digital tax documents, check the box that says, "I would like to receive digital copies of my tax documents and waive receiving paper tax documents."
4. Enable Digital Delivery
A new window will open, which is a consent form to receive your W2 and 1099 documents digitally. Then click Confirm to verify your choice.
5. Save Payroll Settings
Finally, click Save to apply and save your updated payroll settings.
That's it! You have successfully opted in to view your digital tax documents in Greenslate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.
