W-2 File Conversion [Utilities menu, Data Conversion]

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The W-2 File Conversion dialog allows you to create a CSA client based on the information in a specified W-2 file. This conversion creates a CSA client with the client name and address information, and lists employees with the employee name and address information, contained in the W-2 file. No earnings, wage, withholding, or deduction information is created.

Choose Utilities > Data Conversion > W-2 File.

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