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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)
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