W-2 forms

Use these procedures to generate and access W-2 forms.

Before you can generate W-2 forms, you must perform these steps:

Note: For W-2 forms, the report must be a type of W-2 with a status of Submitted.
  1. Load payroll delivered content.
    1. Select Payroll.
    2. Select Administration.
    3. Click the Utilities tab.
    4. Click Payroll Delivered Content.
  2. Set up and process payroll.
  3. Complete the payroll year-end process.
    1. Select Payroll.
    2. Select Administration.
    3. Click the Reports tab.
    4. In the Regulatory pane, click Year End.
    5. In the Reports pane, click View Year End Reports.
  4. Load compliance templates.
    1. Select Payroll.
    2. Select Administration.
    3. Click the Setup tab.
    4. In the Compliance Documents pane, click Compliance Templates.