Training Materials: Click Here!
FAQ's about W2/1099: Click Here!
W-2 Forms – What to Expect This Tax Season
New Jersey Only:
You will receive two W‑2s this year: One from PPL for hours worked before the transition One from Acumen for hours worked after the transition PPL will keep their W‑2 support phone lines open through June for any questions regarding their W‑2.
Paper W‑2s from Acumen will be mailed no later than January 31. If you opted into electronic W‑2 delivery, your Acumen W‑2 will be available in the Acumen Portal in the coming weeks, and you will receive a portal message as soon as it is ready.
Definitions:
W2: The W-2 is a mandatory annual tax form employers must complete and provide to current or former employees who receive more than $600 in compensation. Employees use the information in their W-2s to complete their federal and state tax returns, so most businesses issue them early in the first quarter. The W-2 contains information about gross wages paid to an employee, as well as federal income tax, Social Security, and Medicare withholdings. It also includes information about state income tax withholding and employee benefits.
1099: Like a W-2, a 1099 form lists all the compensation paid to an independent contractor. It's required when the total value of payments a business makes to a contractor exceeds $600 in a calendar year. *Vendors who are paid $600 in taxable wages (not reimbursements) or more are issued a 1099.
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W-2s are being released via PaperlessEmployee and mailed per standard timelines (postmarked by 1/31).
Resources
If you, the Employee would prefer, you can also sign up for paperless W2s here: https://www.paperlessemployee.com/afa
https://www.acumenfiscalagent.com/w-2-information/ also has a lot of great resources for W2s!
How to Find W2/1099 (Messaging Module):
DCI Web Portal: View Messages
To view messages in the DCI Web Portal:
1. A notification will be sent to the user’s email alerting of a new message in the DCI Portal
2. Users can click on the link in the message to access the login page for DCI
3. Navigate to the DCI Web Portal or use the link in the previous step.
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- All States Except NC: https://acumen.dcisoftware.com
- NC Only: https://outreach.dcisoftware.com
4. Enter Employee Username and Password
Credentials provided by Acumen
5. Utilize Forgot Password link if necessary
Contact your Acumen Agent with any login issues
6. Click Sign In
7. In the upper right-hand corner, click on the envelope icon.
8. Select See All Messages
9. Click on the message to review
10. Click the Attachments tab
11. Option 1: In the Download column, click the view icon (eye) to view the attachment.
The attachment will open in a new tab in the web browser.
12. Option 2: In the Download column, click the download icon to download the attached statement.
- The attachment will be downloaded to the computer (typically saved in a dedicated “Downloads” folder on the computer)
DCI Web Portal: Archive/Delete Message
To help manage the messaging Inbox, users can Archive or Delete the current or previous messages.
- If the message is archived, the user will be able to view the message(s) later.
- Please note: If the message is deleted it will be moved to the Trash submenu and will only be available for a limited amount of time.
To Archive or Delete a Message in the DCI Web Portal:
1. Mark the checkbox to select the message to be archived or deleted
2. Click the Archive button to archive the message
- Optionally, click the Delete button to delete the message
3. The system will alert the user to confirm the choice selected (delete or archive)
4. Select Yes to confirm
5. A green confirmation message appears on the Inbox page indicating the message has been Archived or Deleted
DCI Web Portal: View Archived Messages
To View Archived Messages:
1. Select the Archive submenu on the left side of the DCI Messaging Center
2. All Archived messages will appear on the screen. Click on the message line to view the message.
3. Click the Attachments tab.
4. Option 1: In the Download column, click the view icon (eye) to view the attachment.
- The attachment will open in a new tab in the web browser
5. Option 2: In the Download column, click the download icon to download the attached statement.
- The attachment will be downloaded to the computer (typically saved in a dedicated “Downloads” folder on the computer)
DCI Web Portal: View Deleted Messages
To View Deleted Messages:
1. Click on the Trash submenu on the left side of the DCI Messaging Center
2. All deleted Messages appear on the screen. Click on the message line to view.
3. Click the Attachments tab
4. Option 1: In the Download column, click the view icon (eye) to view the attachment.
- The attachment will open in a new tab in the web browser
5. Option 2: In the Download column, click the download icon to download the attached statement.
- The attachment will be downloaded to the computer (typically saved in a dedicated “Downloads” folder on the computer)
DCI Mobile App: View Messages
To view messages in the DCI Mobile App:
1. Enter employee credentials
- Acumen provides a username and password on the Good to Go/Welcome letter
2. Optionally, select the Remember me button to remember the username. Please note: Do not use on a shared device.
3. Tap the blue Login button to access the mobile app.
- The Forgot Password link is available if necessary but requires a valid email address to be on file.
- Please note: Contact Acumen customer service or your support coordinator with any login issues.
4. Tap the Menu icon in the upper-left corner (three horizontal lines)
5. Select Message
6. *Please note: The Mail icon (envelope) in the upper-right corner of the Dashboard takes users directly to the Inbox
7. The submenu for the messaging module contains the following tabs:
- New Message – Tap to compose
- Inbox – Where messages are stored
- Sent – Access sent messages
- Archive – Access archived messages
- Trash – Deleted messages. Please note: This folder empties automatically.
8. Tap Inbox from the messaging module submenu
9. Tap on a message to view
10. Tap the Notes button to view the associated notes/or to add notes to the message
11. Tap the Attachments button
- Option A: Tap the view icon (eye) to view the attachment
- Option B: Tap the download icon (cloud) to download the attached statement
Attachment View Options – Mobile App:
iPhone Users:
Option A: Tap the view icon (eye) to view the attachment:
- The screen will display the attachment to view.
- Tap the <Back button to return to the Message Details, Inbox or Dashboard.
Option B: Tap the download icon (cloud) to download the attachment:
1. An alert appears indicating the download was successful. Tap Confirm.
2. Open the Files app. If unable to locate, swipe down from the center of your Home screen, then search for the Files app.
3. Tap the Browse tab
4. Tap iCloud Drive
5. Tap the Downloads folder to see the attachment. *Please note: If attachment is not in iCloud Drive > Downloads, tap the Browse tab, then choose another location such as On My iPhone to search for the attachment.
Android Users:
Option A: Tap the view icon (eye) to view the attachment:
- The screen will display the attachment to view
- Tap the back arrow to return to the Message Details, Inbox or Dashboard.
Option B: Tap the download icon (cloud) to download the attachment:
1. An alert appears indicating the download was successful. Tap Confirm.
2. Open the Files or My Files app. If unable to locate, use the Search bar from the center of your Home screen to search for the Files or My Files app.
3. The Files or My Files app displays the most recent files downloaded. Locate the attachment within the Recents list.
DCI Mobile App: View Messages Continued...
12. The icons at the bottom of a message allow the user to take action. Those icons include:
- Paper clip – Access the device camera to attach a picture to the message
- File cabinet – Archive the message
- Trash can – Delete the message
- Left Arrow – Respond to the message
- Paper & Pencil – Create a new message
13. To exit a message, tap the <Back icon in the top left-hand corner of the open message.
DCI Mobile App: Archive & Delete Messages
To archive or delete messages in the DCI Mobile App:
1. Tap Inbox from the messaging module submenu
2. Select the message to be archived/deleted
3. Tap the Archive button to archive the message
4. Optionally, tap the Delete button to delete the message.
5. The system will alert the user to confirm the choice selected (delete or archive)
6. Tap Confirm to Archive or Delete the message
DCI Mobile App: View Archived Messages
To view archived messages:
1. Tap Archive from the messaging module submenu
2. Tap on a message to access it
3. Tap the Notes button to view the associated notes/or to add notes to the message
4. Tap the Attachments button
- Option A: Tap the view icon (eye) to view the attachment
- Option B: Tap the download icon to download the attached statement
**See Attachment View Options – Mobile App above for instructions on viewing attachments.
DCI Mobile App: View Deleted Messages
To view deleted messages:
1. Tap Trash from the messaging module submenu
2. Tap on a message to access it. Important! Messages in the Trash submenu will only be available for a limited amount of time.
3. Tap the Notes button to view the associated notes/or to add notes to the message
4. Tap the Attachments button
- Option A: Tap the view icon (eye) to view the attachment
- Option B: Tap the download icon to download the attached statement
**See Attachment View Options – Mobile App above for instructions on viewing attachments.
DCI Mobile Web: View Messages
To view messages in the DCI Mobile Web:
1. Log in to the DCI Web Portal from an internet browser on a mobile device. Enter your username and password OR PIN.
2. Tap Sign In
3. Tap the Menu in the top-right corner of the screen
4. Please note: The Mail icon (envelope) in the upper-left corner of the Dashboard takes users directly to the Inbox
5. Tap the Message drop-down to expand the submenu
6. Tap Inbox from the submenu to view messages
7. Tap the arrow (>) to view a message
8. Tap the Notes button to view the associated notes/or to add notes to the message
9. Tap on the Attachments tab to load the attachment
10. After selecting Attachments, tap the download icon to download the attachment.
Attachment View Options – Mobile Web
iPhone Users:
1. An option to Save in appears at the bottom of the screen
Tap “Save…” to choose where to save the attachment on the device (Files, Downloads, etc.)
2. Tap Save again to save the attachment to the chosen location
3. A confirmation message appears indicating the download is complete. Tap Open to open and view the attachment
Android Users:
1. The Downloads screen appears and displays the link to view the downloaded attachment
2. Tap on the file to view
3. Tap the Back arrow to return to the DCI Mobile Web Attachments screen
DCI Mobile Web: View Messages Continued...
11. The icons at the top of a message allow the user to take action. Those icons include:
- Left Arrow – Respond to the message
- File cabinet – Archive the message
- Trash can – Delete the message
12. Tap the Back button to exit the message
DCI Mobile Web: Archive & Delete Messages
To archive or delete messages in the DCI Mobile Web:
1. Log in to the DCI Web Portal from an internet browser on a mobile device. Enter your username and password OR PIN.
2. Tap Sign In
3. Tap the Menu in the top-right corner of the screen
4. Please note: The Mail icon (envelope) in the upper-left corner of the Dashboard takes users directly to the Inbox
5. Tap the Message drop-down to expand the submenu
6. Tap Inbox from the submenu to view messages
7. Tap the check box select a message to archive or delete
8. Tap the Archive button to archive the message
9. Optionally, tap the Delete button to delete the message.
10. The system will alert the user to confirm the choice selected (delete or archive)
11. Tap Yes to Archive or Delete the message
DCI Mobile Web: View Archived Messages
To view archived messages:
1. Log in to the DCI Web Portal from an internet browser on a mobile device. Enter your username and password OR PIN.
2. Tap Sign In
3. Tap the Menu in the top-right corner of the screen
4. Please note: The Mail icon (envelope) in the upper-left corner of the Dashboard takes users directly to the Inbox
5. Tap the Message drop-down to expand the submenu
6. Tap Archive from the submenu to view messages
7. Tap the arrow (>) to view an Archived message
8. Tap the Notes button to view the associated notes/or to add notes to the message
9. Tap on the Attachments tab to load the attachment
10. After selecting Attachments, tap the download icon to download the attachment.
11. See Attachment View Options – Mobile Web above for instructions on viewing attachments.
12. The icons at the top of a message allow the user to take action. Those icons include:
- Left Arrow – Respond to the message
- File cabinet – Archive the message
- Trash can – Delete the message
13. Tap the Back button to exit the message
DCI Mobile Web: View Deleted Messages
To view deleted messages:
1. Log in to the DCI Web Portal from an internet browser on a mobile device. Enter your username and password OR PIN.
2. Tap Sign In
3. Tap the Menu in the top-right corner of the screen
4. *Please note: The Mail icon (envelope) in the upper-left corner of the Dashboard takes users directly to the Inbox
5. Tap the Message drop-down to expand the submenu
6. Tap Trash from the submenu to view messages
7. Tap the arrow (>) to view a message in the Trash submenu. Important! Messages in the Trash will only be available for a limited amount of time.
8. Tap the Notes button to view the associated notes/or to add notes to the message
9. Tap on the Attachments tab to load the attachment
10. After selecting Attachments, tap the download icon to download the attachment.
** See Attachment View Options-Mobile Web above for instructions on viewing attachments.
11. The Left Arrow icon at the top of a Deleted message allows the user to respond to the message
12. Tap the Back button to exit the message