Administrator Tax Resources

Covid Resources


There’s a lot on your plate this season from looming deadlines to employee questions, let alone all the COVID-related legislation you’ve had to follow this past year. We’ve got you covered to make sure you have the information you need to have a seamless tax season.

Stay in the Know

All About Taxes


Tax Season, Year-End, and everything between can be a real struggle. We've collected a few PEAK Knowledge Base articles that will help. Be sure you're logged in to view them!

Find Freedom with Paperless

With more employees working from places other than their workstations, easy and secure access to documents is more critical than ever. Employees can opt in to a paperless experience through their Employee Self-Service (ESS) portal once a Company Administrator enables the Opt-In to Paperless option for the company. Go paperless and watch the piles of paystubs disappear.

Communicate with Community

Communication remains key during this busy season. Use a post in Community to encourage employees to opt in for Direct Deposit and include a link to our step-by-step instructions. Set up an Ask an Expert Group for Year End questions related to tax deductions, W-2s, and more. It’s also a great time to share your company PTO policies and encourage managers to plan ahead of the upcoming holidays.

Enable Access for Terminated Employees

Make sure all your employees have access to the documents they need, even once terminated. Save yourself some time this year-end season and enable and extend limited access to the Paylocity suite, allowing terminated employees to access and print their old pay stubs and form W-2s. You’ll spend less time fielding questions and digging for information.

Meet Avadian: A Paperless Client

Avadian Credit Union started out in the 1930s serving telephone company employees and their families. Today, they serve 80,000 members and needed an HR and payroll solution that could keep up with their growing needs. With Paylocity, they were able to go completely paperless just as the team was forced to transition to remote work for the first time.

Confirm Employee Information

Make sure your employees’ records are current and complete so they receive all their critical tax and year-end documents. Head over to the Emergency Setup Dashboard to see who is missing updated information. Make sure even remote employees get the message by posting a reminder on Community to confirm that their records are updated.

Ready. Set. Go.

Check out the Year End Readiness kit to make sure you’ve crossed all your Ts and dotted all your Is. Dive into the Readiness Kit to find calendars, tips, best practices, and more, for the most efficient year-end season yet. From paperless options to communication templates for your employees, you’ll have everything you need right at your fingertips.

Webinars

On-Demand Webinars

The 2020 tax season is in full swing and feels like your aiming at a moving target with all the changes coming from new legislation, but don’t worry we’re here to help. Browse our on-demand webinar library for a deeper dive into the new COVID-19 legislation, Year-End Dashboard, ACA Reporting, and more.

Tune in to Webinars

additional resources

Compliance Alerts

Legislation changes come fast and furious. Stay in the know with our compliance alerts. Let us do the homework so you can get back to focusing on what matters most.

Tax Alerts

2020 took us all by surprise. Stay up to date on the new tax legislation and IRS guidance coming down the pipeline. From the new forms 1095-C to 1099-NEC, we’ve got you covered.

Adoption and Micro Kits

The Paylocity platform was built to make Year End a breeze. Head over to our expansive library of adoption and micro kits to find out how to get the most out of your product suite.