Running trial W-2 forms

It is recommended that you first run W-2 Form Printing (PR297) using the edit report options to identify any potential problems before printing the actual W-2 forms. You can run PR297 as often as necessary because it is not an update program. You can run it after your first payroll cycle of the new year.

The Payroll application creates two optional error reports if it recognizes any errors in the W-2 report it creates. Review the error reports and correct any errors. After you create the trial run, check the employees' W-2 forms for errors. If there are errors, make the necessary adjustments to the W-2 data and/or the W-2 parameters before you print your W-2 forms.

The balancing quarter should be blank when creating W-2s.

Due to the unique variables of your system (printer, network, printer drivers), it is recommended that you print a small test group of W-2 forms with your particular printer/network configuration before you print the entire group. If you print a small test group of W-2 forms first, you can ensure that you have set all your software and hardware parameters correctly. You must use a third party interface between the application's output and the laser printer. You are responsible for compatibility with laser form printing.