Processing Forms W-2 Wage and Tax Statements

To begin processing forms W-2 Wage and Tax Statements, go to:

Payroll > Form W-2, Wage and Tax Statements

Choose the correct Tax Year, click “Fetch”, then click “Regenerate”.   

You will only need to click Regenerate the first time you begin the process or again if you have to make any changes to payrolls entered in the Tax Year.  Regenerate will refresh any data from the last time you opened the form.  It will also remove any manual edits you have made to W-2 forms.

You will see a list of the employees who had payrolls in the tax year chosen. If you click the box with a + on the left, you will see the detail of each W-2. 

If you need to manually edit information, you can type into the “User Value” column to change the information as required. 

You can Save during the process and finish later if needed.  If you save and come back, do not click “Regenerate” or you will lose any manual edits on the W2- forms.

Once all the W-2’s are ready for submission, click “Create Electronic File”. This will create the file for upload and will open the website for your convenience. The pop-up will also show the path to the folder where the file has been saved and the address to the website for online filing.  You will need to follow the instructions on the website to upload and submit your file.

When you are ready to print the W-2 forms, select the Employees and then click “Print Preview” to review the forms prior to printing. 

Click “Final Print” to print the W-2s on the pre-printed forms.