Accounting CS Payroll: Sending W-2s to Employee Self-Service portals

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Accounting CS Payroll enables you to send W-2s directly to Employee Self-Service portals in addition to, or rather than, printing and mailing a paper copy to your client's employees. Use one of the following options to print Form W-2 to Employee Self-Service portals from Accounting CS.

Notes:

  • Forms W-2C (corrected forms) are not uploaded to the Employee Self-Service portals, only the original Form W-2s are uploaded.
  • If you edit an employee's W-2 form and upload the form to the Employee Self-Service portal, the modified version will replace the existing form.

Send W-2s to only Employee Self-Service portals

Follow these steps to send the Form W-2 to the Employee Self-Service portals without printing a paper copy.

  1. Choose Setup > Clients and then click the Payroll Information tab.
  2. Mark the Employee Self-Service checkbox.
  3. Press Enter to save your changes.
  4. Click the Payroll Taxes tab, and then press the Edit button.
  5. In the Forms section, change the Federal W-2 Filing Method to Employee Self-Service for the Employee Copy. Show screen.
    Employee Self Service filing method selection
  6. Press Enter to save your changes.
  7. Choose Actions > Process Payroll Tax Forms. Notice that the filing method defaults to Employee Self-Service for the client that was modified.
  8. Process the Form W-2 as usual. When "printed", the Form W-2 will be sent to the Employee Self-Service portals automatically.

Print a paper copy of Form W-2 and send to Employee Self-Service portals

You can have the Form W-2 sent to Employee Self-Service portals at the same time a paper copy is printed. Use the following steps to accomplish this.

  1. Choose Setup > Clients and then click the Payroll Information tab.
  2. Mark the Employee Self-Service checkbox.
  3. Press Enter to save your changes.
  4. Choose Actions > Process Payroll Tax Forms.
  5. Click the Print Options button to open the Print Options dialog.
  6. Mark the Send to Employee Self Service checkbox. Show dialog.
    Print options dialog on process payroll tax forms screen
  7. Click OK and process Form W-2 as usual. At the same time the W-2s are printed to paper, they will be sent to the Employee Self-Service portals.

Viewing or deleting W-2s for a Web Employee user

If you need to view or delete employee W-2s, review Viewing or deleting W-2s for an Employee Self-Service or Web Employee user.

Related topics

Employee Self-Service overview

W-2 form setup and processing

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