Tax Form Delivery Method Configuration

Introduction

Keka allows payroll administrators to configure how year-end tax forms are delivered to employees and contractors. Organizations can define company-wide delivery preferences for W-2 and 1099 forms and manage individual delivery preferences when required.

This feature provides greater visibility into tax form distribution preferences, helps reduce compliance risks, and allows organizations to manage electronic consent preferences directly within Keka.

Configure Company-Level Tax Form Delivery Preferences

Company-level delivery preferences determine how year-end tax forms are distributed for a legal entity.

Navigate to Tax Form Delivery Settings

Employee can themselves select in which format they would want get the forms delivered

1. Under the employee name, navigate to Finance section

2. Click on three dots to update your prefrence 

   

3. Select your preferred method for receiving your tax forms.

   

Tax Form Delivery Settings (Bulk Actions)

1. Navigate to Payroll → Payroll Admin → Bulk Operations → Tax Document Delivery

   

2. Click on Update Details
3. Select your legal entity 
4. Select the checkbox to choose all employees.
5. Click on Update delivery prefrence

You have successfully configured the tax form delivery preferences. Employees will receive their tax documents based on the selected delivery method.