Set delivery preference for yearly tax statements
Applies to: Employees and contractors of businesses that use Zenoti Integrated Payroll and can choose a delivery method for W-2 and 1099 statements. Available in the myZen app.
A year-end tax statement, either Form W-2 or Form 1099, can be delivered electronically in the myZen app or as a printed copy mailed to the address saved on the profile. Employees and contractors select the delivery method and can change it any time before the tax year ends.
Delivery options
Option | What happens |
|---|---|
Electronic | The statement is available in the myZen app under Tax Documents. No printed copy is mailed. |
Physical copy | A printed statement is mailed to the address saved on the profile. The statement is also available in the myZen app. |
Update the delivery preference
Open the myZen app.
Tap Menu in the bottom navigation bar.
Under Payroll Details, tap Delivery Preferences.
Select Electronic or Physical copy.
Save the selection.
The updated preference applies to the tax statement for the current tax year.
When to make the choice
The delivery preference can be updated any number of times until December 31 of that tax year.
After that date, the preference on file is used to generate and deliver the statement for that year. To change the delivery method for the next statement, update the setting after the new tax year begins.
Note
Set the preference and confirm the mailing address well before the end of December so that delivery of a physical copy is not delayed.
Check the mailing address for physical copies
When Physical copy is selected, the statement is mailed to the address saved on the myZen profile. Confirm that this address is current before the end of December.
To view or update the address:
Tap Menu in the bottom navigation bar.
Under Payroll Details, tap Personal Details.
Review the Address section.
Update the address if it is out of date, and save the changes.
When documents become available
Year-end tax statements are typically available in the third week of January following the end of the tax year.
Physical copies require additional time for mail delivery after that date.
Access W-2 or 1099 statements in myZen
Statements are available in the app after publication, regardless of the delivery method selected.
Tap Menu in the bottom navigation bar.
Under Payroll Details, tap Tax Documents.
Select the statement to view or download.
For employees who work with more than one business, the business filter at the top of the Tax Documents section switches between businesses and displays the statement for each one.
Frequently asked questions for delivery methods
Can a physical copy be selected and the statement still be viewed in the app?
Yes. A printed statement is mailed, and the same statement remains available under Tax Documents in myZen.
What happens if the preference is not updated before December 31?
The statement is delivered using the preference on file at the end of December. The statement remains available for viewing and download under Tax Documents in myZen.
What should be done after a change of address that happens after December 31?
Update the address under Menu > Payroll Details > Personal Details, then contact a manager or payroll administrator for help with a reissue if the mailed copy does not arrive.
What should be done if the statement is not available in the third week of January?
Confirm that the correct business is selected in the business filter. If the statement is still not listed, contact a manager or payroll administrator.