W-2 Form Processing > Print Options tab

Alerts and notices

Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Payroll Compliance module

The Print Options tab allows you to further define printing options for the W-2 forms.

Choose W-2 Form Processing or Global W-2 Form Processing from the Utilities menu and then click the Print Options tab.

See also

W-2 and 1099 year-end processing overview

W-2 Form Processing [Utilities menu]

Fields & buttons

From the drop-down list, choose the criteria you want to use to define the sort order for printing the W-2 forms.

The option you choose here will also apply to any corrected W-2s that you are processing.

Automatically adjust FICA. Mark this checkbox if you wish to have the application automatically adjust the FICA amounts. If selected, also choose one of the following options:

  • FICA Only. Allocates the FICA amounts correctly between Social Security and Medicare. (The application performs the calculation as follows: Starting from the total FICA amount, it calculates the appropriate FICA-Med amount and then places the remaining balance in the FICA-SS field.)
  • FICA and Fed W/H. Adjusts FICA amounts to their correct values and adjusts federal withholding for any overages or shortages. (The application performs the calculation as follows: Starting from the total FICA and Fed W/H amount, it calculates the appropriate FICA-Med amount, then the FICA-SS amount, and finally places the remaining balance in the Fed W/H field.)
  • FICA and Fed W/H if FICA overwithheld. Adjusts FICA amounts and federal withholding amounts only if FICA is overwithheld.
  • FICA and Fed W/H if FICA over limit and overwithheld. Adjusts FICA amounts and federal withholding amounts only if FICA is both over the limit and overwithheld.

Select the totals to include in the summary forms by marking the appropriate checkbox(es):

  • Federal totals
  • State and local totals

Note: Prints with Copy D only and will be included in the preview of Copy A if selected.

Print limited information. Mark this checkbox to further define the information to be printed on the W-2 forms. If selected, also choose one of the following options:

  • Suppress amounts.
  • Employer info only. If selected, this option also enables the Number of copies field, allowing you to change the print quantity.
  • Blank forms. If selected, this option also enables the Number of copies field, allowing you to change the print quantity.

Print only for state (checkbox and drop-down list). Marking this checkbox activates the state-selection drop-down list. When you select a state from the list, the W-2 includes only employees with the currently selected state as their withholding state.

Note: The employee’s W-2 prints all state information, not only the state selected in the drop-down list.

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