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Prepare form W-2

Double check client and employee W-2 information before processing the form

Do the following to make sure that your W-2 client and employee information is complete and accurate before processing the form:
  1. Select
    Setup
     then
    Clients
    .
  2. Go to the
    Main
     tab and verify you've entered the client EINs.
  3. Go to the
    Payroll Taxes
     tab and verify the following:
    • The state withholding ID.
    • The payroll tax form filing method.
    • The additional information for W-2 forms.
  4. Select
    File
     then
    Print Reports
     and run an
    Employee Earnings
     report. Mark the
    Missing/Invalid W-2 information
     checkbox in the Regions to Include section to find missing, duplicated, or invalid W-2 information.
  5. Select
    Actions
     then
    Verify SSN/TIN
     to verify the employee social security numbers.
  6. Double check Box 12 and Box 14 codes and descriptions in the following screens and tabs:
    • Setup
      Payroll Items
    • Setup
      Clients
      Payroll Taxes tab
    • Setup
      Employees
      Personal tab
  7. Select
    File
     then
    Print Reports
    . View the
    W-2 Verification
     report and make sure all information is correct.
  8. Select
    Actions
     then
    Verify W-2
     to mark the employees as verified.
  9. Order forms if you're using the pre-printed form method.

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Payroll tax forms

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