W-2 form setup and processing

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For payroll compliance (annually licensed)

Prior to processing W-2 forms, it may be useful to review your client data to ensure that it is set up to correctly handle W-2 information. In the procedures listed below, take note of the sections regarding W-2 box information setup for the client's payroll items and employees.

Note: The application stores up to seven total years of W-2 forms.

See also: Workflow - Processing W-2 forms

Setup procedures

Creating and adding payroll items for your client

Processing W-2 forms

When you are ready to process and print W-2 forms, follow these procedures.

Editing W-2 form data (optional)

Printing W-2 forms

Processing internet and magnetic files

Processing corrected payroll tax forms

Related topics

Printing the W-2 or 1099 Ordering Worksheet

Common W-2 processing questions

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