W-2 Form Processing [Utilities menu]

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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

Use the Utilities > W-2 Form Processing dialog to specify the forms you wish to include for the currently selected client. Also use this dialog to choose print options, special variables, and the employees 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 specify the year.

Special information

Top of page

Tabbed pages in this dialog

Form Selection tab

Print Options tab

W-3 Information tab

Special Variables tab

Employee Selection tab

Top of page

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.

Opens the W-3 form in the Preview window.

Opens Copy A of the W-2 in the Preview window.

Note: You can also preview a federal or state summary by marking either (or both) checkboxes on the Print Options tab.

Top of page

Share This