Set up a client's employees for W-2 processing only

Use one of these methods to enter W-2 information for clients that you don't provide live payroll services for.

Use the Spreadsheet Import wizard to import employee data and earnings for the year.

Enter a year-to-date payroll check for each employee:

Select Actions
, then Enter Transactions
.

Enter the total amounts that should appear on the W-2.

Manually enter earnings amounts for each employee:

Select Actions
, then Edit Payroll Tax Forms
.

Select W-2
for the form type.

Manually enter earnings amounts in the Employee Data
tab.

This article applies to: