How to collect W-2s from clients (without endless email)
W-2s arrive late, as photos, or not at all. The fix is a dedicated request item with a due date and reminders that only fire while the W-2 is still missing.
- Create a request from the Individual 1040 template.
- Share the one client link (no login).
- Let day 2 / 5 / 9 reminders do the chasing.
- Download a ZIP with files renamed cleanly when complete.