How do I consent to receive my Form W-2 electronically?

General Form W-2 Consent Information

  • Those who consent to receive their Form W-2 electronically by the Dec. 31 deadline will become viewable/printable in Banner around mid-January. A notification is typically sent out.
  • Once you consent, it's valid for all subsequent tax years. See this FAQ for more information.
  • All current employees will be able to view their electronic Form W-2 starting Feb. 1. See this FAQ for more detail
  • Former employees can view their electronic Form W-2 starting Feb. 1. See this FAQ for more details. 

Note to Employees:  The University of North Carolina at Charlotte is required by the IRS to furnish all employees with a Form W-2 for each calendar year to be used in completing the employee’s annual tax returns. Form W-2 details the employee’s compensation and tax withholding amounts for the year. Some employees receive a paper copy of their Form W-2. 

UNC Charlotte employees have the option of receiving their Form W-2 through My Charlotte. This method is an alternative to receiving a paper copy via U.S. Mail.

Read about the benefits of signing up.

Instructions

  1. Log into my.charlotte.edu

    NOTE to students:  Students should select the "Employee" tab that appears at the top of the web page after logging in to My UNC Charlotte since their default page is the "Student" page.

  2. Under the Banner Self Service menu, click on Tax Information

    screenshot of Banner Self Service Menu with Tax Information outlined in red

  3. Select Taxes section to display tax option in the Employee Dashboard, then select Electronic Regulatory Consent 
    screenshot of the employee dashboard with taxes and electronic regulatory consent areas outlined in red

  4. Read the consent information carefully
  5. Select the check box Consent to receive W-2 electronically
    screenshot of the consent screen my choice options with the checkbox checked for "Consent to receive W-2 electronically"
  6. Select the Submit button
  7. A confirmation statement will appear at the top of the page
    screenshot of statement consent for a successful submission
  8. Select Return to Tax Forms Menu at the bottom of the page to return to the Employee Dashboard

    Note:
    If you try submitting your request again, a message will appear at the top of your screen: "No changes were made." This means that you were successful in submitting your Form W-2 consent.
    screenshot of systemmessage that appears if a user tries to submit their request again

    It is unnecessary to check the box for Consent to receive 1095-C electronically.  Your 1095-C will be mailed to the mailing address you provided to the university.  

  9. For information on how long your consent is valid, see this FAQ
  10. For more information about opt-in requirements to access your Form W-2 electronically, see this FAQ        

Make sure your personal (non-charlotte) mailing address and phone number are current in Banner by following these FAQ instructions.

Details

Article ID: 2334
Created
Fri 11/17/23 2:32 PM
Modified
Wed 12/13/23 4:21 PM