Skip to main content
Prepare form W-2
Search
Search Accounting CS Support Help and Support.

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll tax forms

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:
  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.
    • Federal W-2 additional information.
    • 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 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
  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.

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close