EA Forms are essential for employees during tax season. As an admin, you can allow your employees to view their EA Forms for specific years based on your company’s needs.
Follow the steps below to manage EA Forms access for your employees.
Step 1
Go to Setting (a) > General (b) > Company (c).
Choose your company. You’re now on the Company page. Under the General tab, find the Payroll section (d).
In this section, toggle "EA Form Management" to Active to enable the feature for your company.
This step is important to enable EA Form Management for your company.
Step 2
Go to Setting (a) > User Account (b) > Access Right (c).
Step 3
On the Access Right page, choose your role (a), scroll to Setting (b), click Payroll Setting (c), and tick the boxes beside "EA Form Management".
Step 4
Go to Setting (a) > Payroll (b) > EA Form Management (c).
Step 5
On the EA Form Management page, select your company.
Find the relevant year then toggle the Enable/Disable switch. You can also click Activity Log to see who made changes to the settings.
Once enabled, employees can view their EA Form under My Payroll (a) > EA Form (b).
If you require further assistance, feel free to reach out to our support team. We’re here to help you!
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