---
title: "Tax Documents"
slug: "tax-documents-1"
updated: 2026-07-07T19:07:54Z
published: 2026-07-07T19:07:54Z
canonical: "help.wrapbook.com/tax-documents-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.wrapbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tax Documents

## About Tax Documents

The *Tax Documents* dashboard gives you centralized access to all tax forms issued through your company, by worker - across all projects.

Note: The *Tax Documents* dashboard can be used to review and download tax forms for specific workers. If you prefer to *bulk download* project worker tax forms, you can do so from the project’s [Documents](/v1/docs/documents-admin) dashboard.

## Ways to use the Tax Documents dashboard

The *Tax Documents* dashboard in Wrapbook is especially useful for:

- **Review and verify worker tax documentation** for your projects
- **Access individual tax forms** for specific workers
- **Ensure all required tax forms are on file** before processing payroll
- **Export 1099 forms for contractors** (for those earning $2,000 or more annually through Wrapbook)

## What’s on the Tax Documents dashboard

The *Tax Documents* dashboard displays the following tax forms for workers on your company's projects in Wrapbook:

- W-4
- W-9
- 1099

## How to access project worker tax documents

Use these steps to access W-4, W-9, and 1099 tax forms for your company’s project workers:

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. You can view and export individual tax forms (PDF) by clicking the buttons next to specific workers

## Pro tips

- SSNs and EINs are redacted by default for privacy and security
- Your ability to view redacted information depends on your assigned [role and permissions](/v1/docs/roles-permissions) in [Company settings](/v1/docs/about-company-settings). To learn more about this security measure, [click here.](/v1/docs/about-people#people-faq)
- Workers can access their own W-2s and year-end tax forms directly through their personal [Tax documents](/v1/docs/tax-documents) dashboard

Federal tax withholding form completed at time of initial hiring for tax calculation purposes.

An IRS form by which specific income (such as non-employee compensation, royalties, etc.) is reported to the federal government. Equivalent to a W-2 for independent contractors where remuneration is not being paid by the employer.