W-2: W-2 Form Processing . . . Global W-2 Form Processing

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Payroll Compliance module

The Global W-2 Form Processing dialog enables you to select and print W-2 forms for a selected year and for multiple clients, rather than just for the currently selected client. Also use this dialog to choose print options and to select the client(s) for whom you wish to print W-2 copies, as well as to select W-2 file creation.

Choose W-2 Form Processing from the Utilities menu and then choose Global W-2 Form Processing.

This feature will print W-2 forms for all or selected clients, and it will log any errors or irregularities for review once all the clients have been processed. Prior to using Global W-2 Processing to print W-2s for multiple clients, the traditional W-2 processing display for each client should be set up with the appropriate client-specific information. This includes:

Special information

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Tabbed pages in this dialog

Form Selection tab

Print Options tab

Client Selection tab

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Fields & buttons

Indicates the name of the currently selected or default printer.

Opens a dialog where you may select a different printer to use as your default printer.

If you are a licensed user of FileCabinet CS and FileCabinet CS is installed on your machine, you may mark this checkbox to store an electronic copy of the selected report(s) in your FileCabinet folder.

Choose the year for wish you wish to process W-2s by selecting it from the F4 drop-down list.

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