Accounting CS Payroll: Sending W-2s to Employee Self-Service portals

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Accounting CS Payroll features the ability to send W-2s directly to Employee Self-Service portals in addition to or rather than printing a paper copy and mailing them to your client's employees. Use one of the following options to print Form W-2 to Employee Self-Service portals from Accounting CS.

Note: Forms W-2C (corrected forms) are not uploaded to the Employee Self-Service portals, only the original Form W-2s are uploaded.

Send W-2s to only Employee Self-Service portals

Use the following steps to send the Form W-2 to the Employee Self-Service portals without printing a paper copy.

  1. Choose Setup > Clients and then click the Payroll Information tab.
  2. Mark the Employee Self-Service checkbox.
  3. Press Enter to save your changes.
  4. Click the Payroll Taxes tab, and then press the Edit button in the lower left.
  5. In the Forms section, change the Federal W-2 Filing Method to Employee Self-Service for the Employee Copy. Show screen.
    Employee Self Service filing method selection
  6. Press Enter to save your changes.
  7. Choose Actions > Process Payroll Tax Forms. Notice that the filing method defaults to Employee Self-Service for the client that was modified.
  8. Process the Form W-2 as usual. When "printed", the Form W-2 will be sent to the Employee Self-Service portals automatically.

Print a paper copy of Form W-2 and send to Employee Self-Service portals

You can have the Form W-2 sent to Employee Self-Service portals at the same time a paper copy is printed. Use the following steps to accomplish this.

  1. Choose Setup > Clients and then click the Payroll Information tab.
  2. Mark the Employee Self-Service checkbox.
  3. Press Enter to save your changes.
  4. Choose Actions > Process Payroll Tax Forms.
  5. Click the Print Options button to open the Print Options dialog.
  6. Mark the Send to Employee Self Service checkbox. Show dialog.
    Print options dialog on process payroll tax forms screen
  7. Click OK and process Form W-2 as usual. At the same time the W-2s are printed to paper, they will be sent to the Employee Self-Service portals.

Related topics

Employee Self-Service overview

W-2 form setup and processing

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