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Prepare form W-2

Process Form W-2

Before you begin

Run the following reports to verify employee information before you process W-2 forms.
  • Employee List - Detailed
    : To verify that employee personal information is up to date, mark the
    Personal Information
     checkbox in the Regions to Include section.
  • Payroll Tax Summary - Detailed
    : To verify taxable wage and tax withholding information, select
    Current year
     or
    Prior year
     as the period to process in the Date section.
  • Employee Earnings
    : To find missing, duplicated, or invalid W-2 information, mark the
    Missing/Invalid W-2 information
     checkbox in the Regions to Include section.
  • W-2 Verification
    : Use this report to verify W-2 information by box number for all or selected employees.

Process W-2 forms

Follow these steps to process W-2 forms.
  1. Select
    Actions
    , then
    Process Payroll Tax Forms
    .
  2. Select
    W-2
     from the
    Form type
     dropdown and the form year.
  3. Select
    Refresh
    .
  4. Mark the checkboxes for the employees you want to process W-2 forms for.
  5. Select
    Process Client Forms
    .
  6. Select the number of copies, filing methods, and print options for the forms.
  7. Select
    Process Selected
    .

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll tax forms

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