Payroll Direct is excited to announce that we will be using SHUGO to deliver your Quarterly Tax Returns to you in a secure and easy-to-access manner beginning with your 3rd Quarter Tax Returns.
In the past, we have used a variety of methods to deliver your Quarterly Tax Returns, such as delivering them with your payroll, mailing them, and using encrypted e-mail. With data security becoming more and more critical in today’s business environment, we have worked diligently to find a solution that is both secure and easy-to-use.
How it Works
- E-Mail Notification
You will receive an e-mail notification that your Quarterly Tax Returns are available and ready for you to download. The e-mail will come from SecureFile@MyShugo.com
Depending on how your e-mail security is set up, there is a possibility that the e-mail may end up in your junk or spam folder, so please keep an eye out for the e-mail, which will be sent out in the next week or two.
The notification e-mail will have a link that you must click on, which will take you to a secure website that will prompt you to enter your Access Code.
- Enter Your Access Code
Your Access Code is an 8 digit code, comprised of two components. The first four digits are your Payroll Direct Company Code, which can be seen on all of your payroll reports, and will also be shown in the subject line of the notification e-mail.
The second four digits are the last four digits of your Federal Employer Identification Number (EIN), assigned by the IRS.
Example: If your Payroll Direct Company Code is 0123 and your FEIN is 41-9876543
Your Access Code would be: 01236543
- Download Your File
Once you’ve entered your Access Code, you have the option to View, Download, or Download as Encrypted file.
View: Opens the file as a PDF, which you can then print or download
Download: Allows you to download a PDF file, which contains all of your Quarterly Tax Returns
Download as Encrypted: Allows you to enter a password, which will be embedded in the PDF file that contains all of your Quarterly Tax Returns. You may want to use this option if you plan on e-mailing the PDF to a third party, such as an accountant.
By default, your Quarterly Tax Returns will remain on the secure site, available for you to download for 60 days. If you are unable to download your Quarterly Tax Returns in that time frame, you can always contact your Dedicated Account Manager and they can make them available to you again.
If you are unable to access the secure SHUGO website, or unable to download your Quarterly Tax Returns, please contact your Dedicated Account Manager for assistance.