{"id":4198,"date":"2023-01-21T20:05:12","date_gmt":"2023-01-21T20:05:12","guid":{"rendered":"https:\/\/help.insperity.com\/hcm\/?post_type=ht_kb&#038;p=4198"},"modified":"2024-12-29T14:48:28","modified_gmt":"2024-12-29T14:48:28","slug":"how-can-employees-change-their-consent-to-electronic-delivery-of-year-end-tax-forms-in-aex","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/hcm\/knowledge-base\/how-can-employees-change-their-consent-to-electronic-delivery-of-year-end-tax-forms-in-aex\/","title":{"rendered":"How can employees view and change their consent to electronic delivery of year- end tax forms in the Adaptive Employee Experience (AEE)?"},"content":{"rendered":"\n<p>For <a rel=\"noreferrer noopener\" href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/how-do-i-set-up-electronic-delivery-of-tax-forms-for-my-employees\/\" data-type=\"URL\" data-id=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/how-do-i-set-up-electronic-delivery-of-tax-forms-for-my-employees\/\" target=\"_blank\">clients who empowered employees and contractors to receive their year-end tax forms online<\/a>, they were automatically prompted to make their consent choice during initial registration or when they logged in for the first time after the electronic delivery option was enabled. Their choice controls online access to their W-2, 1099-NEC, and ACA forms.<\/p>\n\n\n\n<p><strong>Employees who have consented to electronic delivery<\/strong><\/p>\n\n\n\n<p>Employees who have already agreed to electronic delivery can view their consent in their preferences in AEE and the isolved People Cloud mobile app.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the <strong><mark style=\"color:#e30880\" class=\"has-inline-color\">\u22ee<\/mark><\/strong> menu icon to access the user menu.<\/li>\n\n\n\n<li>Select <strong>Preferences<\/strong>.<\/li>\n\n\n\n<li>In the Consent to Electronic Delivery of Tax Forms section, click <strong>View<\/strong>.<\/li>\n\n\n\n<li>Read the terms of the consent and view your acceptance status. Click <strong>Close<\/strong> to return to My Preferences.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><img loading=\"lazy\" decoding=\"async\" width=\"587\" height=\"1269\" class=\"wp-image-4181\" style=\"width: 300px\" src=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Menu_Preferences.jpg\" alt=\"Select Preferences from the AEX menu\" srcset=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Menu_Preferences.jpg 587w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Menu_Preferences-139x300.jpg 139w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Menu_Preferences-474x1024.jpg 474w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Menu_Preferences-23x50.jpg 23w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Menu_Preferences-28x60.jpg 28w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Menu_Preferences-46x100.jpg 46w\" sizes=\"auto, (max-width: 587px) 100vw, 587px\" \/><\/td><td><img loading=\"lazy\" decoding=\"async\" width=\"587\" height=\"1269\" class=\"wp-image-4182\" style=\"width: 300px\" src=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Preferences_YEConsent_Accept.jpg\" alt=\"Click View to view the terms and conditions of electronic delivery consent\" srcset=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Preferences_YEConsent_Accept.jpg 587w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Preferences_YEConsent_Accept-139x300.jpg 139w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Preferences_YEConsent_Accept-474x1024.jpg 474w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Preferences_YEConsent_Accept-23x50.jpg 23w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Preferences_YEConsent_Accept-28x60.jpg 28w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Preferences_YEConsent_Accept-46x100.jpg 46w\" sizes=\"auto, (max-width: 587px) 100vw, 587px\" \/><\/td><td><img loading=\"lazy\" decoding=\"async\" width=\"587\" height=\"1269\" class=\"wp-image-4183\" style=\"width: 300px\" src=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_Accepted.jpg\" alt=\"Read T&amp;C and click Close\" srcset=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_Accepted.jpg 587w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_Accepted-139x300.jpg 139w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_Accepted-474x1024.jpg 474w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_Accepted-23x50.jpg 23w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_Accepted-28x60.jpg 28w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_Accepted-46x100.jpg 46w\" sizes=\"auto, (max-width: 587px) 100vw, 587px\" \/><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Employees who have declined electronic delivery<\/strong><\/p>\n\n\n\n<p>Employees who declined electronic delivery of year-end tax forms can change their election in their preferences in AEE and the isolved People Cloud mobile app.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click the <strong><mark style=\"color:#e30880\" class=\"has-inline-color\">\u22ee<\/mark><\/strong> menu icon to access the user menu.<\/li>\n\n\n\n<li>Select <strong>Preferences<\/strong>.<\/li>\n\n\n\n<li>In the Consent to Electronic Delivery of Tax Forms section, click <strong>Change<\/strong>.<\/li>\n\n\n\n<li>Read the terms of the consent. Scroll to the bottom and choose I Accept indicating your acceptance of the Terms of Use and Consent to Electronic Delivery of Tax Forms. Click <strong>Save<\/strong>.<br><br><em>Note<\/em>: Employees will need to log out and log back in to see their updated status in Preferences.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><img loading=\"lazy\" decoding=\"async\" width=\"587\" height=\"1269\" class=\"wp-image-4181\" style=\"width: 300px\" src=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Menu_Preferences.jpg\" alt=\"Select Preferences from the AEX menu\" srcset=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Menu_Preferences.jpg 587w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Menu_Preferences-139x300.jpg 139w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Menu_Preferences-474x1024.jpg 474w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Menu_Preferences-23x50.jpg 23w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Menu_Preferences-28x60.jpg 28w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Menu_Preferences-46x100.jpg 46w\" sizes=\"auto, (max-width: 587px) 100vw, 587px\" \/><\/td><td><img loading=\"lazy\" decoding=\"async\" width=\"587\" height=\"1269\" class=\"wp-image-4186\" style=\"width: 300px\" src=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_ChangeDecline.jpg\" alt=\"Change decline of electronic delivery\" srcset=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_ChangeDecline.jpg 587w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_ChangeDecline-139x300.jpg 139w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_ChangeDecline-474x1024.jpg 474w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_ChangeDecline-23x50.jpg 23w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_ChangeDecline-28x60.jpg 28w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_ChangeDecline-46x100.jpg 46w\" sizes=\"auto, (max-width: 587px) 100vw, 587px\" \/><\/td><td><img loading=\"lazy\" decoding=\"async\" width=\"587\" height=\"1269\" class=\"wp-image-4187\" style=\"width: 300px\" src=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_ChangeToAccept.jpg\" alt=\"Change to accept electronic delivery and click Save\" srcset=\"https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_ChangeToAccept.jpg 587w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_ChangeToAccept-139x300.jpg 139w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_ChangeToAccept-474x1024.jpg 474w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_ChangeToAccept-23x50.jpg 23w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_ChangeToAccept-28x60.jpg 28w, https:\/\/help.insperity.com\/hcm\/wp-content\/uploads\/sites\/2\/2021\/11\/AEX-Year-End-Consent_ChangeToAccept-46x100.jpg 46w\" sizes=\"auto, (max-width: 587px) 100vw, 587px\" \/><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>Removing consent to electronic delivery<\/strong><\/p>\n\n\n\n<p>If employees previously consented to electronic delivery of year-end tax forms and want to remove that consent, they will need to contact their isolved People Cloud administrator for assistance. See <a rel=\"noreferrer noopener\" href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/how-can-i-withdraw-the-consent-of-electronic-delivery-of-tax-forms-for-an-employee\/\" data-type=\"URL\" data-id=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/how-can-i-withdraw-the-consent-of-electronic-delivery-of-tax-forms-for-an-employee\/\" target=\"_blank\">How can I withdraw the consent for electronic delivery of year-end tax forms for an employee?<\/a> for more information.<\/p>\n\n\n\n<p>Employees who have consented to electronic delivery will no longer receive a printed copy of their year-end tax forms. They will be able to access them electronically on-demand on any device using the Adaptive Employee Experience or isolved People Cloud mobile app.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>For clients who empowered employees and contractors to receive their year-end tax forms online, they were automatically prompted to make their consent choice during initial registration or when they logged in for the first time after the electronic delivery option was enabled. Their choice controls online access to their W-2,&#8230;<\/p>\n","protected":false},"author":4,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[110,97],"ht-kb-tag":[199,193,203,182,104],"class_list":["post-4198","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-adaptive-employee-experience-aee","ht_kb_category-year-end-central","ht_kb_tag-1099-nec","ht_kb_tag-aex","ht_kb_tag-consent","ht_kb_tag-tax","ht_kb_tag-w-2"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/4198","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/comments?post=4198"}],"version-history":[{"count":10,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/4198\/revisions"}],"predecessor-version":[{"id":9592,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/4198\/revisions\/9592"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/media?parent=4198"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb-category?post=4198"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb-tag?post=4198"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}