Organization · Payroll
Texas onboarding

Tax documents

Track required worker forms and identity-verification steps without exposing tax identifiers in this view.

US · Texas
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Sensitive submissions are not activated

Real SSNs, EINs, signatures, and document images remain blocked until private storage, encryption, retention, and append-only audit controls are approved.

Workers
Complete
Needs action
CollectionLocked

W-2 employees

W-4, I-9 and SSN. For I-9, the employee chooses one valid List A document or one List B plus one List C document. The employer must not demand a specific document.

1099 contractors

W-9 and tax identifier. The contractor may use an SSN/ITIN or EIN as permitted by the form.

Versioned records

Employees cannot delete a submitted record. A correction creates a new version and preserves the original with an audit event.

Texas employer task

The employer workflow tracks Texas new-hire reporting separately, with a 20-calendar-day deadline for W-2 hires.

Worker onboarding records

WorkerClassificationTax ID typeRequired formsStatus
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