Paperwork, Documents & Reports

Learn more about the differences between paperwork, documents, and reports

Paperwork


These are forms filled out by employees/employers during initial onboarding and state-by-state onboarding.
Employee: Employee paperwork is collected during employee onboarding and contains:

  • Federal W4
  • State W4
  • I9 optionally
  • Bank Authorization Form

Contractor: Contractor paperwork is collected during employee onboarding and contains:

  • Federal W9
  • Bank Authorization Form

Employer: Employer paperwork is collected during company onboarding and contains:

  • Signed Reporting Agent Form
  • Signed Direct Deposit Authorization Form
  • Signed Terms and Conditions

Employee Paperwork

curl --location
  --requests POST 'https://api.joinpuzzl.com/paperwork?companyID=1b5b28efadebcd&employeeID=1234567890'
  --header 'Authorization: Bearer <YOUR API KEY>'

Documents


These are Zeal-generated tax/payroll-related forms. Zeal generates documents for employers, employees, and contractors that including Quarterly Federal Tax Returns, W-2s, 1099s, etc.

Get Documents

curl --location
  --requests POST 'https://api.joinpuzzl.com/documents?companyID=1b5n28nrideucd24'
  --header 'Authorization: Bearer <YOUR API KEY>'

Reports


Reports are user-generated files that are optionally created by employer in their dashboard. Employers can run reports on paystub history, create cash requirements reports, and even create custom reports all through the Reports Page of the dashboard. They can either download each report as a CSV or PDF.


Did this page help you?