Accessing wage and tax documents as a Document Administrator in IDM

Federal and U.S. Territory Compliance Documents (W-2 and W-2C) are stored in Infor Document Management (IDM).
  1. Sign in as Document Administrator.
  2. Select System Administration.
  3. Select Documents.
  4. In the Documents section, click View All.
    Optionally, if you are a document administrator with access to Payroll, select Payroll > Administration > Documents.
  5. Search by source or employee.
  6. Select the compliance document record.
  7. Click the link to view the document.