ESS Maintain-Print W-2 Tax Information

ESS Maintain-Print W-2 Tax Information

Work Instruction
Functional Area: Employee Self Service (ESS) / ESS Maintain-Print W-2 Tax Information
PurposeESS
Use this procedure to update W2 taxation information or print an onlineW2taxation form.
Trigger
Perform this procedure when you need to create a new W-4 record or as needed to report a change in filing status or number of exemptions to be claimed.
Helpful Hints
  • The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
  • On certain screens you may have to scroll to view some data entry fields.

11/6/2017
Ver: Rev 2016-1 / ESS_Main Tax W2 Info.udc
© University of Cincinnati / 1/1
Work Instruction
Functional Area: Employee Self Service (ESS) / ESS Maintain-Print W-2 Tax Information
Procedure
1. / Logon to the UC Flex Portal at
UC Flex Home Page

2. / Click the tab.
Employee Services

3. / Click .
Payment Information and Tax Withholdings

4. / Perform one of the following:
If / Then / Go To
You want to make or change your W2 selections / Click . / Step 5
You want to display or printone or moreW2's / Click . / Step 11
You are finished making selections / When finished click Log off . / Step 16
Online W2 Election

5. / Use the inner scroll bar to scroll down to review the DISCLOSURE NOTICE.
6. / Click to agree to the terms and conditions.
Online W2 Election

7. / Use the outer scroll bar to scroll down to view more fields.
/ Choose how to receive your W2.
Online W2 Election

8. / To receive an electronic W-2 Click next to Receive an online W2.
9. / Click the Save button .
Online W2 Election

10. / Click the tab. Go to Step 3.
Online Forms W-2/W-2c

11. / As required, complete/review the following fields:
Field / R/O/C / Description
* Last Four Digits / Required / the last four digits of the employee's social security number
Example:
1111
Use the last four digits of your social security number.
Display and Print Your W2 - UCFlex Enterprise Portal

12. / Click to select the desired W2.
Display and Print Your W2 - UCFlex Enterprise Portal

13. / Click Display .
Display and Print Your W2 - UCFlex Enterprise Portal

14. / Follow the instructions on the screen to print your W2.
15. / Go to Step 4.
Welcome - UCFlex Enterprise Portal - Internet Explorer

16. / Click Yes .
UC Flex Log on Screen (2)

17. / You have completed this action.
11/6/2017
Ver: Rev 2016-1 / ESS_Main Tax W2 Info.udc
© University of Cincinnati / 1/12
Work Instruction
Functional Area: Employee Self Service (ESS) / ESS Maintain-Print W-2 Tax Information
Result
You have changed, orprinted your W-2 taxation form.
11/6/2017
Ver: Rev 2016-1 / ESS_Main Tax W2 Info.udc
© University of Cincinnati / 1/12