Service Titan Knowledge Base

Download tax and payroll documentsLast updated on 09/14/2022

In ServiceTitan Payroll Pro, download quarterly company tax documents individually or in bulk. You can also download or email individual employee tax documents and paystubs or download or email these in bulk.


Download company documents

  1. Go to the navigation bar and click Settings icon-settings.png.

  2. From the side menu, go to People > Payroll. Payroll Settings opens.

  3. Under Payroll Pro, in the Documents and Reports section, click View.

    Payroll Documents and Reports opens.

  4. Under Data Type, click Company.

  5. From the Year dropdown, select the year you want to see documents for.

  6. From the Quarter dropdown, select a quarter. Note: You can select individual quarters or click All to select all quarters.

  7. Click Apply. The table refreshes with the filtered documents.

  8. For the document you want to download, in the Action column, click Download icon-download.png.

    A PDF version of the document downloads to your computer.

  9. To download the company forms in bulk, select the documents you want to download, or select all. Then click Download.


Download or email employee tax documents or paystubs

  1. Go to the navigation bar and click Settings

  2. From the side menu, go to People > Payroll. Payroll Settings opens.

  3. Under Payroll Pro, in the Documents and Reports section, click View.

    Payroll Documents and Reports opens with the Employee Data Type selected by default.

  4. From the Year dropdown, select the year you want to see documents for.

  5. From the Employee Name dropdown, select the employee you want to see documents for. The employee’s tax documents and paystubs appear in the list.

  6. To download an individual employee paystub, click Download icon-download.png next to the paystub you want to download. 

  7. To email an individual employee paystub, click Email icon-mail.png.

  8. To download paystubs for an employee in bulk, select the paystubs you want to download, or select all. Then click Download.

  9. To email paystubs for an employee in bulk, select the paystubs you want to email, or select all. Then click Email Document.

    The Email Payroll Documents box opens. 

  10. Fill out the Sender and Recipient information.

  11. When you are finished, click Send Email.


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.