Following these procedures below will ensure that your W-2 client and employee information is complete and accurate prior to processing forms.
- In the Setup > Clients screen, verify that client EINs (on the Main tab) and state withholding IDs (on the Payroll Taxes tab) have been entered.
- Verify the payroll tax form filing method and the additional information for W-2 forms on the Payroll Taxes tab of the Setup > Clients screen.
- Run an Employee Earnings report (via File > Print Reports) and modify the report options to include the Missing/Invalid W-2 Information region.
- Choose Actions > Verify SSN/TIN and verify employee Social Security numbers.
- Verify Box 12 and Box 14 codes and descriptions in the following screens and tabs.
- The Setup > Payroll Items screen
- The Payroll Taxes tab of the Setup > Clients screen
- The Personal tab of the Setup > Employees screen
- Choose File > Print Reports and view the W-2 Verification report.
- Mark employees as verified in the Actions > Verify W-2 screen.
- Order forms if you're using the pre-printed form method.
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