Access and Download Quarterly Tax Forms

Overview

This guide provides step-by-step instructions for accessing and downloading quarterly tax forms from the Deel platform. You will learn how to navigate to the correct section, verify the availability of tax documents, and understand what to do if no documents are available. Screenshots are included to illustrate each major step.

Prerequisites

• You must have the necessary permissions to access payroll and tax documents within your organization’s Deel account.
• At least one quarterly tax document must be published and available for download. If no documents are available, you will not be able to complete the download step.

Step-by-Step Instructions

1. Navigate to the Payroll Section
2. From a Deel page where the left sidebar is visible, click Payroll to expand its submenu.

1. Access Tax Documents
2. In the expanded Payroll submenu, click Tax documents. Allow the page to load before continuing.

1. Open the Summary Log
2. On the Tax documents page, confirm that the Summary log tab is visible. This is where available tax documents are listed.

1. Check for Available Tax Documents
2. Review the Summary log for any available tax documents. The records and available filters are specific to your organization. In an account with no uploaded tax documents, the system may display:
   • 0 Total published tax documents
   • 0 Total unpublished tax documents
   • 0 Total scheduled tax documents
   • A message: "No uploaded tax documents"
3. If tax documents are available, they will be listed here. If not, you will see a message indicating that no documents are available.
4. Download the Tax File (If Available)
5. If a tax document is listed, click View next to the desired file to open it.
6. Then, select Download to save the tax file to your device.
7. If no documents are listed, you will not be able to proceed with viewing or downloading.

Verification and Success Criteria

• Success: You have successfully navigated to the Tax documents > Summary log section. If tax documents are available, you are able to view and download them. If no documents are available, the system will display a message such as "No uploaded tax documents."

Troubleshooting

• No tax documents are listed:
• Confirm with your administrator that quarterly tax forms have been published for your entity.
• Ensure you have the correct permissions to access tax documents.
• Tax documents may only be available after the end of each quarter; check back later if you expect documents to be published soon.
• Cannot download:
• If the download option is not available, verify that the document is published and visible in the Summary log.

Additional Notes

• The appearance and availability of tax documents may vary depending on your organization’s settings and the timing of document publication.
• All screenshots in this guide are for illustrative purposes and may show example data or empty states depending on your account’s current status.
• W-3 Tax Forms - PEO Clients W-3 ("Transmittal of Wage and Tax Statements") forms are not available to PEO clients. In a PEO co-employment arrangement, Deel PEO files the W-3 directly with the Social Security Administration (SSA) under Deel's own EIN. 
  • The W-3 is a government control document summarising totals across all W-2s - it is never issued to individual clients or employees. PEO clients can access their employees' W-2 forms via How to Upload Employer Contribution Data for PEO W-2s.