Year-end processing tips for Form W-2

Filing by paper: Order necessary forms

Print the W-2 Ordering Worksheet from the Print Reports screen.
We recommend that you order forms W-2 from Forms CS. We can't guarantee perfect alignment to other vendor's forms or to government preprinted forms.
tip
Contact Forms CS to find out if there are discounts being offered. They may offer early bird discounts.
The Social Security Administration (SSA) accepts black and white facsimile copies for the Copy A or W-3 forms.

Filing electronically: Register early

Go to https://www.ssa.gov/employer for information on how to register and use the SSA W-2 electronic filing program.
Go to https://ssa.gov/employer/taxpayer.html for more information about the Taxpayer First Act and W-2 filing requirements.
Go to https://secure.ssa.gov/acu/LoginWeb/ to access the BSO program and upload your W-2 files created from Accounting CS.

Make sure your information is correct

On the
Clients
screen, make sure that the client EIN (on the
Main
tab) and the state withholding ID (on the
Payroll Taxes
tab) are present.
On the
Payroll Taxes
tab of the
Clients
screen, select
Additional Information
in the Federal W-2 section and make sure a contact is selected.
Make sure the payroll tax form filing method and the additional information for W-2 forms on the
Payroll Taxes
tab are correct.
On the
Print Reports
screen, select the Employee Earnings report and mark the
Missing/Invalid W-2 Information
checkbox to include that section in the report.
Verify employee Social Security numbers on the
Verify SSN/TIN
screen (from the
Actions
menu).
note
Before you create and send verification files, you need to register with the SSA to be part of the Employee Verification Service. Contact the SSA at (410) 965-7140 or www.ssa.gov/employers/ssnv.htm.
The SSA will provide you with a 4-digit requester identification code if you register for diskette filing.
If you registered electronically and will be filing electronically, you'll use OEVS as your requester identification code.
Double-check the Box 12 and Box 14 codes and descriptions in the following locations:
The
Payroll Items
screen.
The
Payroll Taxes
tab on the
Clients
screen.
The
Personal
tab on the
Employees
screen.
Run the W-2 Verification report on the
Print Reports
screen.
On the
Verify W-2
screen (from the
Actions
menu), mark employees as
Verified
.

Verify the files with AccuWage Online

Attend a refresher course

Update applications