Update the Tax Year in the Portal

In order for employees to be able to see their latest Form W-2 in Earnings, you must update the reporting year in the portal.

W-2s must be initialized in Vista before they can be viewed in Earnings.
  1. Select Admin > Portal Settings > Earnings > Tax Documents.
  2. In the setting called Latest W-2 / T4 / PAYG Report Year, enter the current year.
  3. Select Employee Tools > Earnings.
  4. Select the check box for W-2 Forms, and enter a desired date range.
    Note: In order to generate accurate results, the KDSUser must be set up with a VA User Profile in Vista. This user should not have any security groups applied to it and must be added to PR Group Security.