Collect or Distribute Tax Documents
Tax season can be stressful for both employers and employees. Timely distribution and collection of essential tax documents like W-2s and 1099s are crucial for compliance and avoiding penalties. The goal is to streamline this process, ensuring employees receive their documents on time, can easily submit any required forms, and have their questions answered promptly—all while keeping accurate records for future reference.
How you might currently be doing this
- Physical mail distribution and collection
- In-person distribution and collection
- Emailing documents for employees to print, sign, and return
- Scanning and mailing completed forms back to the office
- Manual tracking of completed forms
- Employees visiting the main office to ask questions or provide information
Why Use Team Engine Instead
Efficiency: Sending a text to get answers is more convenient and faster than in-person interactions, especially for the finance team.
Record-Keeping: Documents exchanged are automatically stored in the employee’s profile for easy access later.
Accessibility: Employees without access to printers or scanners can easily send back a photo of a document, making the process quicker and more convenient.
How you can use Team Engine to do this
- Sync your employee directory with your HRIS or payroll platform, OR set up your employee directory.
- Add your finance team as users in Team Engine.
- Draft messages to groups or individual employees.
- Attach documents or links as needed.
- Draft additional messages for non-English speaking employees.
- Schedule or send the message.
How you can use Team Engine to do this
- Sync your employee directory with your HRIS or payroll platform, OR set up your employee directory.
- Add your finance team as users in Team Engine.
- Draft messages to groups or individual employees.
- Attach documents or links as needed.
- Draft additional messages for non-English speaking employees.
- Schedule or send the message.
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