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    Working Smarter Café

    UKG + TurboTax = Easy Tax Prep for You and Your People

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    February 15, 2024
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    Written By

    Mackenzie Adda
    Mackenzie Adda
    Customer Marketing Manager

    A former HR and payroll specialist, Mackenzie brings her extensive HCM knowledge to the UKG customer marketing team. Using her firsthand insight, she develops engagement campaigns and product resources designed to improve the work lives of our UKG Pro users.

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    Tax season is here. And after the abundance of questions you received from your employees about their W-2s, we have a tool that may turn you into your employees' new best friend. UKG and TurboTax have teamed up to ensure U.S. tax preparation and filing is a breeze for you and your people. Whether you use our UKG Pro® or UKG Ready® solution, we offer the quick and easy convenience of being able to import W-2 information directly into TurboTax to start a return.  

    With our special partnership, you and your employees can benefit from: 
    • Time savings and reduced errors associated with manual entry of W-2 data 
    • Guidance through the entire tax preparation process 
    • A tax solution that works for everyone: employees can file on their own, get help and advice from experts, or have a dedicated expert do their taxes for them 
    • 100% accurate calculations and the biggest possible refund guaranteed 
    Ready to get started?  

    Check out our host of TurboTax and UKG resources designed to help you make the most of our unique partnership. If you haven’t already, opt in to the feature in your UKG solution. Our step-by-step job aids can show you how: 

    UKG Pro: Configure Form W-2 Import and TurboTax Link  

    UKG Ready: How to Configure Intuit W2 File in UKG Ready  

    See how it works 

    We can tell you how simple the process is, but we’d prefer to show you. Watch this quick, one-minute video to see just how easy it is!  

    Promote, promote, promote! 

    There’s no downside here, so we want to help you encourage your employees to capitalize on the UKG and TurboTax partnership benefits. Your people will appreciate the fast, easy, affordable tax prep and filing access. Use of the UKG and TurboTax integration is completely free. 

    Spread the word with this downloadable email template. Just customize, and distribute it. 

    Have a break room? Print this poster and let employees scan the QR code directly from their phone. It’s as simple as that! 

    Make this tax season the best one yet. Give your employees the confidence they need to know their taxes are accurate and their biggest possible refund is on its way. TurboTax guarantees it!  

    • Working Smarter Cafe
    • UKG + TurboTax = Easy Tax Prep for You and Your People
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