Processing W-2 Forms at Year End

Note:

W-2 forms are generated on a calendar year, not a fiscal year, basis.
You can print W-2 forms an unlimited number of times before purging posted payrolls.

To process W-2 at the end of the year:

Open the Print W-2 Forms Report form.
In the Starting and Ending Date Of Year fields, enter the first and last days in the calendar year for which you want to print W-2s.

In the Starting and Ending Date Of Year fields, enter the first and last days in the calendar year for which you want to print W-2s.
(Optional) To print only W-3 form information (and not W-2s), select the W-3 Information check box.
If you do not want more than one W-2 and want to define the state tax codes that should be combined, select the Consolidate State check box.
If you want the system to search for posted payroll transactions that are missing D & E codes before printing the W-2s, select the Validate D & E Codes check box.
To print the W-2s, click Print.

An additional W-2 is generated for each employee who takes an additional tax deduction.

When you print multiple W-2s for the same employee, the second and following W-2s print only those federal, state, and local amounts that were not printed on previous W-2s.

The Retirement Plan Box is checked if any deductions with the code D, E, F, G, H, or S are printed in box 12 or if the In Pension Plan field on the Employees form is selected.

The system prints W-2s to pre-printed laser forms. Printing of double-wide W-2 forms and double-wide W-2 mailers is not supported.

Note: To report consolidated state tax withholding, you must enter consolidated state information on the W-2 States To Be Consolidated form prior to printing the W-2 forms.