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

Make sure your W-2 client and employee information is accurate by verifying client EINs, state withholding IDs, and additional details, running reports for missing data, and verifying SSNs before processing.

Do the following to make sure that your W-2 client and employee information is complete and accurate before processing the form:

Select Setup
then Clients
.

Go to the Main
tab and verify you've entered the client EINs.

Go to the Payroll Taxes
tab and verify the following:

The state withholding ID.

Federal W-2 additional information.

The payroll tax form filing method.

The additional information for W-2 forms.

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.

Select Actions
then Verify SSN/TIN
to verify the employee Social Security numbers.

Double checkbox 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

Select File
then Print Reports
. View the W-2 Verification
report and make sure all information is correct.

Select Actions
then Verify W-2
to mark the employees as verified.

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

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