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Year-end Payroll Tasks

Complete these tasks by December 31 to ensure a smooth tax season!

Written by Molly Farber
Updated this week

Confirm Company Info

It is essential that company tax information is correctly entered. If the tax information is incorrect or missing, your tax filings will be impacted.

  1. From your Admin Dashboard, click Payroll and then Home from the left sidebar.

  2. At the top of the screen you will see a blue banner. Click the Confirm Information button in this banner.

  3. The Prepare for 2024 Tax Filings window will open.


  4. Click Go next to Review Company Tax Information. Confirm that your federal and state tax information is correct.

    1. If you have received a new Unemployment Insurance rate for 2025, enter it with an effective date of 01/01/2025.

  5. Click Go next to Preview Employee W-2 Filings. From here you can preview and download employee W-2s.

    a. If you notice an error with a W-2, please email [email protected]

  6. Click Go next to Reminders to review helpful year-end information.

  7. When you have finished confirming your information, click the X in the top right corner of the window. If you need to update other information, such as your company address, you may do so from the Payroll section of the Playground Settings page. Click here for more information.


Communicate W2 and 1099 Delivery with Staff

Employees and contractors will receive their tax documents by January 31 by mail. However, they can receive their tax documents early by opting into electronic delivery. All employees can download their W2s in Playground by following these instructions.

🚨 Staff must confirm their personal information by December 31.

​We recommend sending an email to staff to remind them of these deadlines.


View and Download Staff W2s and 1099s

Employees will have access to their W2/1099 in Playground. However, admins may need to print additional copies of employee W2s if requested. Or, admins may want to print physical copies for their records. Admins can download individual tax documents for employees, or they can download all tax documents as a single file.



Download Tax Documents in Bulk

Option 1: From Provider Paperwork

  1. From your Admin Dashboard, navigate to Paperwork and then Provider Paperwork.

  2. Click the Payroll tab.

  3. Under Tax Documents, locate Form W-2 Copy D for the applicable year.

  4. Click the three dots on the right side of the row.

  5. Select View to download the file.


Option 2: From the Payroll Tab

  1. From your Admin Dashboard, navigate to Payroll.

  2. Click the Tax sub-tab.

  3. Under Tax Documents, locate Form W-2 Copy D for the applicable year.

  4. Click the three dots on the right side of the row.

  5. Select View to download the file.

The downloaded file is a single PDF that includes all W-2s for that year in one document. Before sharing or distributing W-2s, review the file carefully. The forms are not separated by employee. If you need to send individual copies, you will need to split the PDF using a document editor, print and or screenshot specific pages, or otherwise separate the forms before issuing them.



Download a W-2 from an Individual Staff Profile

If you need to download a W-2 for a specific employee, you can access it directly from their staff profile.

  1. From your Admin Dashboard, navigate to My School and then Staff.

  2. Click on the staff member’s name to open their profile.

  3. Click the Payroll tab.

  4. Select the Tax documents sub-tab.

  5. Locate the applicable Federal W-2 for the correct year.

  6. Click the three dots on the right side of the row.

  7. Select View to download the file.


    This will download the individual W-2 for that specific staff member.


How Terminated Employees Receive Their W-2

W-2 forms are generated for eligible staff each year, including employees who have been terminated. If an employee has been terminated at the time W-2s are issued, their W-2 will be mailed to the address on file by default. If a staff member’s account has been disabled and or they have been deactivated from payroll, they can still log in to Playground to access their tax documents. Access is available only on the web platform.

To download their W-2, the staff member must:

  1. Log in at app.tryplayground.com using a web browser.

    1. If the staff's account is disabled, they will see a banner indicating that their account is restricted and that they should contact their administrator. This is normal and they will still be able to access their payroll information.


  2. Navigate to the Payroll tab.

  3. Go to the Tax documents tab.

  4. Click the three dots next to the applicable Federal W-2.


  5. Click the W-2 to download a digital copy.

This allows staff to retrieve their W-2 independently without requiring manual distribution from an administrator.

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