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Annual Statement Settings

The Annual Statements Settings page allows you to manage the settings for employees' 1095-Cs and W-2s. 

  • Use the View Annual Statements setting to choose the date each tax year’s annual statements become available to users who have opted in to receive electronic statements.

  • Use the Employee Blackout Period setting to set a period when users can’t change the delivery method for their annual statements. 

  • Use the Electronic Consent Text setting to edit the text that users must read and agree to before opting in for online annual statements.