Tax Documents

About Tax Documents

Tax Documents reports give you centralized access to all tax forms issued through your company—across all projects and workers.

Ways to use the report

Tax Documents reports are especially useful for:

  • Year-end reporting - Quickly gather all issued tax documents to support company tax filings or audits

  • Compliance monitoring - Ensure every eligible worker has received the correct tax form

  • Responding to worker inquiries - Easily locate and resend tax documents upon request

  • Internal recordkeeping - Maintain organized tax documentation across all projects and worker types

  • Verifying form status - See which forms were issued, corrected, or are still pending

What’s included in the report

Tax Documents reports include key information for each tax form generated through Wrapbook:

  • Worker Name

  • Worker Type (W-2 or 1099)

  • Project Name (if applicable)

  • Form Type (W-2, 1099-NEC, etc.)

  • Tax Year

  • Form Status (Issued, Pending, Corrected)

  • Download Link to the official PDF form

  • Delivery Method (E-delivery or mailed copy)

How to generate Tax Documents reports

To generate a Tax Documents report:

  1. In the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select All projects

  3. In the left-side navigation, click Reports

  4. On the Reports dashboard, under Tax Documents, click the View report button

  5. Use the filters at the top to sort by:

  • Year

  • Form Type (W-2 or 1099)

  • Worker Name

  1. To export, click the Download CSV button

  2. You can also click individual rows to view or download tax forms (PDF) for specific workers

  3. After you click the Download CSV button, the file will be automatically downloaded to your computer. To locate the file, navigate to where your computer saves new downloads.

Pro tips

  • Run this report at the start and end of tax season to verify form distribution

  • Use the filters to isolate 1099 or W-2 workers as needed

  • The downloadable PDFs can be shared securely with accountants, auditors, or team members