Note

Review Your Tax Withholding Elections

January 2020 marks the beginning of a new Federal Tax calendar year. This is a good time for employees to review their current Withholding Elections to see if they are meeting their tax needs. Elections can be seen by clicking the Pay Icon on your Workday home page. In the Actions box click Withholding Elections to view. Employees can make changes by clicking the Update button under the Federal Elections or State Elections tabs.

For instructions on updating Tax Elections or Address please visit Tax Compliance & Reporting Instructions.


Employee W2 Forms Now Available in Workday

Employees, both current and former, can now access their W-2s online in Workday as follows: 

For 2019 and 2018 tax years W-2:

Access via the Pay Worklet in Workday

  1. Log into Single Sign-On at https://sso.tamus.edu using your UIN and password.
  2. Click the Workday option.
  3. Click the “Pay” Worklet on the employee dashboard.
  4. In the “View” box click on “My Tax Documents”.
  5. Your W-2 will be listed on the next page for you to view and print as needed.

Access via the Employee Profile in Workday

  1. Select the "Pay" category" in the blue sidebar of the employee profile.
  2. Select the "Tax Documents" tab to view the W-2 for tax year 2019.  

For 2017 and past years W-2:

  1. Log into Single Sign-On at https://sso.tamus.edu using your UIN and password.
  2. Click the "HR Connect Legacy" tab.
  3. Click on “W-2 Forms”.
  4. This page will display a list of your W-2s by year. View and print as needed.

SSO Log On Issues
If you experience difficulty logging into SSO, follow the on-screen help or send an email to Payroll Services at payroll@tamu.edu to have your password reset. Please provide your name, the last four digits of your Social Security Number, your date of birth and your current email address for verification. An automated email will be sent to you with the new password. At that time, you can log in and retrieve your W-2 using the instructions above.


Paper W-2s
If you are not signed up to r
eceive your W-2 electronically, you will receive a paper W-2 in the mail. All paper forms will be mailed by January 31st each year. They are also available in Workday (2018 & 2019) and HR Connect Legacy (2017 and past years).


Information on W-2s
Further information on the W-2 can be found on the Tax Compliance & Reporting webpage at https://fmo.tamu.edu/tax-compliance-reporting/frequently-asked-questions/w-2.


Questions

  • Email Tax Compliance & Reporting at tax@tamu.edu for questions about your wages or taxes reported on the W-2.
  • Email the Payroll Office at payroll@tamu.edu for other payroll questions.
  • Email Human Resources at benefits@tamu.edu for questions about benefit issues.