Rise People

How to send one-off finalized tax forms to your employees

Once you complete your year end in Rise Payroll, you can send employees' tax forms to their work email. Only previous year’s tax forms and current year’s finalized tax forms can be sent.

1. Navigate to Payroll and click the Employees tab.


2. Here you’ll see a list of your employees. To view and send an employee’s tax form, select the employee name and click Edit.


3. Click the Document Delivery tab and navigate to Tax Form Delivery field. Here, the employee’s work email must be configured as the tax form delivery email.


4. To change an employee’s tax form delivery email, click Edit. You can drag and drop the email from the Available column to the Assigned column. Once completed, click Save.


5. Click the Reports tab, navigate to the Tax Form field, and click the dropdown. To send a tax form to an employee, select from the list and click Send Tax Form.

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