Change Your W-2 Delivery Method

This guide provides instructions for changing the W-2 delivery status in BambooHR. Users can opt for electronic tax documents by logging into BambooHR, navigating to the Taxes section under the employee's Pay Info tab, and selecting the option to go paperless. If the electronic option is disabled, tax documents will be mailed to the employee's home address. Employees can access their W-2 or 1099 electronically after January 31 each year. It is important to note that only employees or administrators with access to the employee profile can enable the paperless option on an individual basis. Additionally, users should be aware of IRS regulations for electronic W-2 distribution as outlined in the 2021 Publication 15-A.

  • Nov 7, 2025
  • Knowledge

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Change Your W-2 Delivery Method
Article Text
W-2s are a part of Payroll, which is only available as an add-on to your package.

How do I change my W-2 delivery status?

Purpose: This help guide will show you how to change your selected W-2 delivery status.

Go Paperless

Are you an admin? Check out our Tax Documents FAQ for more detailed information about how W-2s are processed in BambooHR. 

Log into BambooHR and navigate to the Taxes section on the employee's Pay Info tab. Under the Tax Document section, click the option Go paperless and get my tax documents exclusively online to toggle on electronic tax documents. If this setting is toggled off, the employee will receive their tax documents via mail using their home address. Regardless of their election, they can view the electronic version of their W-2 or 1099 on the Pay Info tab in BambooHR after 1/31 each year. The deadline for electing your tax document delivery status varies from year to year but is typically around early to mid-January.

Only employees or administrators with access to the employee profile will be able to activate the paperless option. This must be done on an individual basis per employee (i.e. there is no mass-edit option for paperless tax documents.) 

Please be aware of the IRS consent regulations for distributing electronic W-2s as outlined in the 2021 Publication 15-A on page 3.

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