There are several ways to generate an EA form. By default, you can print and save an EA form. You can also send the tax form to your employee's email, eportal, or save it in softcopy. However, this will require an additional license. Please contact our sales team for more information.
To generate an EA form, please do as follows:
Note: If you would like to generate an EA for a single or a specific employee, please apply the single employee query or random employee first before proceeding with the steps.
Go to the Payroll module.
Click Reports, Government Form, EA Form.
You can select the year and click Preview to print the tax form. Or click Preview and Generate (license required), and select the options as follows:
Output to email: You can blast the EA to your employees' email. This is provided you have updated your employee's email in the Core module and set up an email server in the EPE Control.
Output to eportal: You blast the EA to your employee's eportal account. This is provided you have purchased the eportal leave application.
Output to file: You can generate an EA in PDF format individually for each employee and choose the file path where you want to save the file. You need to check if you have purchased e-individual report license. Please check at Core, Help, and License Info.
Output to ESS: You can blast to your ESS (Employee Self Service). This is provided you have purchased the ESS application.
Click Process and click Yes.
Click Mark All Ready and click Send. (This step is for email)