Print a test batch of W-2 forms

  1. Access W-2 Form Printing (PR297).
  2. Select the company for which you want to run the report.
  3. Select the reporting entity option, and the corresponding process level if applicable, for which you want to run the report.

    Employees are selected based on the reporting entity stored on historical payment records for the year being processed.

    If you select Then
    Process level Payroll creates W-2s for a process level. If you leave this field blank, you MUST select a process level.
    1 = RE Company Payroll creates W-2s for the company as a reporting entity. If you select 1, you MUST leave the Process Level and RE Process Level fields blank.
    2 = RE Process Level Payroll creates W-2s for the selected reporting entity. If you select 2, you MUST also select a reporting entity in the RE Process Level field.
    3 = RE All Payroll creates W-2s for all reporting entities in the company. If you select 3, you MUST leave the Process Level and RE Process Level fields blank.
  4. Specify the reporting year in the Payroll Year field.
  5. Select an employee group or a small range of employees.
  6. Select whether to use the parameters you defined on W-2 Parameters (PR27.1) in the PR27 Parameters field on the Options tab.
  7. Select the kind of W-2 you want to print in the Report Option field on the Options tab.
  8. Print the W-2s and create a CSV file.
  9. Review the W-2s or CSV file for errors. You can import the CSV file into an Excel spreadsheet to view it.
  10. Correct any errors.